diff --git a/Service/Budget/BudgetService.cs b/Service/Budget/BudgetService.cs
index 8dcdf1f..c616b65 100644
--- a/Service/Budget/BudgetService.cs
+++ b/Service/Budget/BudgetService.cs
@@ -33,7 +33,8 @@ public class BudgetService(
     IMessageService messageService,
     ILogger<BudgetService> logger,
     IBudgetSavingsService budgetSavingsService,
-    IDateTimeProvider dateTimeProvider
+    IDateTimeProvider dateTimeProvider,
+    IBudgetStatsService budgetStatsService
 ) : IBudgetService
 {
     public async Task<List<BudgetResult>> GetListAsync(DateTime referenceDate)
@@ -109,17 +110,7 @@ public class BudgetService(
 
     public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
     {
-        var budgets = await GetListAsync(referenceDate);
-
-        var result = new BudgetCategoryStats();
-
-        // 获取月度统计
-        result.Month = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Month, referenceDate);
-
-        // 获取年度统计
-        result.Year = await CalculateCategoryStatsAsync(budgets, category, BudgetPeriodType.Year, referenceDate);
-
-        return result;
+        return await budgetStatsService.GetCategoryStatsAsync(category, referenceDate);
     }
 
     public async Task<List<UncoveredCategoryDetail>> GetUncoveredCategoriesAsync(BudgetCategory category, DateTime? referenceDate = null)
@@ -163,179 +154,7 @@ public class BudgetService(
         return archive?.Summary;
     }
 
-    private async Task<BudgetStatsDto> CalculateCategoryStatsAsync(
-        List<BudgetResult> budgets,
-        BudgetCategory category,
-        BudgetPeriodType statType,
-        DateTime referenceDate)
-    {
-        var result = new BudgetStatsDto
-        {
-            PeriodType = statType,
-            Rate = 0,
-            Current = 0,
-            Limit = 0,
-            Count = 0
-        };
 
-        // 获取当前分类下所有预算，排除不记额预算
-        var relevant = budgets
-            .Where(b => b.Category == category && !b.NoLimit)
-            .ToList();
-
-        // 月度统计中，只包含月度预算；年度统计中，包含所有预算
-        if (statType == BudgetPeriodType.Month)
-        {
-            relevant = relevant.Where(b => b.Type == BudgetPeriodType.Month).ToList();
-        }
-
-        if (relevant.Count == 0)
-        {
-            return result;
-        }
-
-        result.Count = relevant.Count;
-        decimal totalCurrent = 0;
-        decimal totalLimit = 0;
-
-        // 是否可以使用趋势统计来计算实际发生额（避免多预算重复计入同一笔账）
-        var transactionType = category switch
-        {
-            BudgetCategory.Expense => TransactionType.Expense,
-            BudgetCategory.Income => TransactionType.Income,
-            _ => TransactionType.None
-        };
-
-        foreach (var budget in relevant)
-        {
-            // 限额折算
-            var itemLimit = budget.Limit;
-            if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
-            {
-                // 年度视图下，月度预算折算为年度
-                itemLimit = budget.Limit * 12;
-            }
-            totalLimit += itemLimit;
-
-            // 先逐预算累加当前值（作为后备值）
-            var selectedCategories = string.Join(',', budget.SelectedCategories);
-            var currentAmount = await CalculateCurrentAmountAsync(new()
-            {
-                Name = budget.Name,
-                Type = budget.Type,
-                Limit = budget.Limit,
-                Category = budget.Category,
-                SelectedCategories = selectedCategories,
-                StartDate = new DateTime(referenceDate.Year, referenceDate.Month, 1),
-                IsMandatoryExpense = budget.IsMandatoryExpense
-            }, referenceDate);
-
-            if (statType == BudgetPeriodType.Month)
-            {
-                totalCurrent += currentAmount;
-            }
-            else if (statType == BudgetPeriodType.Year)
-            {
-                // 年度视图下，累加所有预算的当前值
-                totalCurrent += currentAmount;
-            }
-        }
-
-        result.Limit = totalLimit;
-
-        // 计算每日/每月趋势
-        if (transactionType != TransactionType.None)
-        {
-            var hasGlobalBudget = relevant.Any(b => b.SelectedCategories.Length == 0);
-
-            var allClassifies = hasGlobalBudget
-                ? []
-                : relevant
-                    .SelectMany(b => b.SelectedCategories)
-                    .Distinct()
-                    .ToList();
-
-            DateTime startDate, endDate;
-            bool groupByMonth;
-
-            if (statType == BudgetPeriodType.Month)
-            {
-                startDate = new DateTime(referenceDate.Year, referenceDate.Month, 1);
-                endDate = startDate.AddMonths(1).AddDays(-1);
-                groupByMonth = false;
-            }
-            else // Year
-            {
-                startDate = new DateTime(referenceDate.Year, 1, 1);
-                endDate = startDate.AddYears(1).AddDays(-1);
-                groupByMonth = true;
-            }
-
-            var dailyStats = await transactionRecordRepository.GetFilteredTrendStatisticsAsync(
-                startDate,
-                endDate,
-                transactionType,
-                allClassifies,
-                groupByMonth);
-
-            decimal accumulated = 0;
-            decimal lastValidAccumulated = 0;
-            var now = dateTimeProvider.Now;
-
-            if (statType == BudgetPeriodType.Month)
-            {
-                var daysInMonth = DateTime.DaysInMonth(startDate.Year, startDate.Month);
-                for (int i = 1; i <= daysInMonth; i++)
-                {
-                    var currentDate = new DateTime(startDate.Year, startDate.Month, i);
-                    if (currentDate.Date > now.Date)
-                    {
-                        result.Trend.Add(null);
-                        continue;
-                    }
-
-                    if (dailyStats.TryGetValue(currentDate.Date, out var amount))
-                    {
-                        accumulated += amount;
-                        lastValidAccumulated = accumulated;
-                    }
-                    result.Trend.Add(accumulated);
-                }
-            }
-            else // Year
-            {
-                for (int i = 1; i <= 12; i++)
-                {
-                    var currentMonthDate = new DateTime(startDate.Year, i, 1);
-
-                    if (currentMonthDate.Year > now.Year || (currentMonthDate.Year == now.Year && i > now.Month))
-                    {
-                        result.Trend.Add(null);
-                        continue;
-                    }
-
-                    if (dailyStats.TryGetValue(currentMonthDate, out var amount))
-                    {
-                        accumulated += amount;
-                        lastValidAccumulated = accumulated;
-                    }
-                    result.Trend.Add(accumulated);
-                }
-            }
-
-            // 如果有有效的趋势数据，使用去重后的实际发生额（趋势的累计值），避免同一账单被多预算重复计入
-            // 否则使用前面逐预算累加的值（作为后备）
-            if (lastValidAccumulated > 0)
-            {
-                totalCurrent = lastValidAccumulated;
-            }
-        }
-
-        result.Current = totalCurrent;
-        result.Rate = totalLimit > 0 ? totalCurrent / totalLimit * 100 : 0;
-
-        return result;
-    }
 
     public async Task<string> ArchiveBudgetsAsync(int year, int month)
     {
diff --git a/Service/Budget/BudgetStatsService.cs b/Service/Budget/BudgetStatsService.cs
new file mode 100644
index 0000000..4dad8db
--- /dev/null
+++ b/Service/Budget/BudgetStatsService.cs
@@ -0,0 +1,940 @@
+namespace Service.Budget;
+
+public interface IBudgetStatsService
+{
+    /// <summary>
+    /// 获取指定分类的统计信息（月度和年度）
+    /// </summary>
+    Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate);
+}
+
+[UsedImplicitly]
+public class BudgetStatsService(
+    IBudgetRepository budgetRepository,
+    IBudgetArchiveRepository budgetArchiveRepository,
+    ITransactionRecordRepository transactionRecordRepository,
+    IDateTimeProvider dateTimeProvider,
+    ILogger<BudgetStatsService> logger
+) : IBudgetStatsService
+{
+    public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
+    {
+        logger.LogInformation("开始计算分类统计信息: Category={Category}, ReferenceDate={ReferenceDate:yyyy-MM-dd}", 
+            category, referenceDate);
+
+        var result = new BudgetCategoryStats();
+
+        try
+        {
+            // 获取月度统计
+            logger.LogDebug("开始计算月度统计");
+            result.Month = await CalculateMonthlyCategoryStatsAsync(category, referenceDate);
+            logger.LogInformation("月度统计计算完成: Count={Count}, Limit={Limit}, Current={Current}, Rate={Rate:F2}%", 
+                result.Month.Count, result.Month.Limit, result.Month.Current, result.Month.Rate);
+
+            // 获取年度统计
+            logger.LogDebug("开始计算年度统计");
+            result.Year = await CalculateYearlyCategoryStatsAsync(category, referenceDate);
+            logger.LogInformation("年度统计计算完成: Count={Count}, Limit={Limit}, Current={Current}, Rate={Rate:F2}%", 
+                result.Year.Count, result.Year.Limit, result.Year.Current, result.Year.Rate);
+
+            logger.LogInformation("分类统计信息计算完成");
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "计算分类统计信息时发生错误: Category={Category}, ReferenceDate={ReferenceDate:yyyy-MM-dd}", 
+                category, referenceDate);
+            throw;
+        }
+
+        return result;
+    }
+
+    private async Task<BudgetStatsDto> CalculateMonthlyCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
+    {
+        logger.LogDebug("开始计算月度分类统计: Category={Category}, ReferenceDate={ReferenceDate:yyyy-MM}", 
+            category, referenceDate);
+
+        var result = new BudgetStatsDto
+        {
+            PeriodType = BudgetPeriodType.Month,
+            Rate = 0,
+            Current = 0,
+            Limit = 0,
+            Count = 0
+        };
+
+        // 1. 获取所有预算（包含归档数据）
+        logger.LogDebug("开始获取预算数据（包含归档）");
+        var budgets = await GetAllBudgetsWithArchiveAsync(category, BudgetPeriodType.Month, referenceDate);
+        logger.LogDebug("获取到 {BudgetCount} 个预算", budgets.Count);
+
+        if (budgets.Count == 0)
+        {
+            logger.LogDebug("未找到相关预算，返回空结果");
+            return result;
+        }
+
+        result.Count = budgets.Count;
+
+        // 2. 计算限额总值（考虑不限额预算的特殊处理）
+        logger.LogDebug("开始计算限额总值，共 {BudgetCount} 个预算", budgets.Count);
+        decimal totalLimit = 0;
+        int budgetIndex = 0;
+        foreach (var budget in budgets)
+        {
+            budgetIndex++;
+            var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Month, referenceDate);
+            logger.LogInformation("预算 {BudgetIndex}/{BudgetCount}: {BudgetName} (ID={BudgetId}) - 预算金额: {BudgetLimit}, 实际金额: {CurrentAmount}, 计算算法: {Algorithm}",
+                budgetIndex, budgets.Count, budget.Name, budget.Id, budget.Limit, budget.Current,
+                budget.NoLimit ? "不限额预算" : budget.IsMandatoryExpense ? "硬性预算" : "普通预算");
+            logger.LogTrace("预算 {BudgetName} (ID={BudgetId}) 计算后限额: {ItemLimit}", 
+                budget.Name, budget.Id, itemLimit);
+            totalLimit += itemLimit;
+        }
+        result.Limit = totalLimit;
+        logger.LogDebug("限额总值计算完成: {TotalLimit}", totalLimit);
+
+        // 3. 计算当前实际值（避免重复计算同一笔交易）
+        var transactionType = category switch
+        {
+            BudgetCategory.Expense => TransactionType.Expense,
+            BudgetCategory.Income => TransactionType.Income,
+            _ => TransactionType.None
+        };
+        logger.LogDebug("交易类型: {TransactionType}", transactionType);
+
+        // 计算当前实际值，考虑硬性预算的特殊逻辑
+        decimal totalCurrent = 0;
+        var now = dateTimeProvider.Now;
+        var (startDate, endDate) = GetStatPeriodRange(BudgetPeriodType.Month, referenceDate);
+        logger.LogDebug("统计时间段: {StartDate:yyyy-MM-dd} 到 {EndDate:yyyy-MM-dd}", startDate, endDate);
+
+        if (transactionType != TransactionType.None)
+        {
+            // 获取所有相关分类
+            var allClassifies = budgets
+                .SelectMany(b => b.SelectedCategories)
+                .Distinct()
+                .ToList();
+            logger.LogDebug("相关分类数量: {ClassifyCount}", allClassifies.Count);
+
+            // 获取趋势统计数据（去重计算）
+            logger.LogDebug("开始获取交易趋势统计数据");
+            var dailyStats = await transactionRecordRepository.GetFilteredTrendStatisticsAsync(
+                startDate,
+                endDate,
+                transactionType,
+                allClassifies,
+                false);
+            logger.LogDebug("获取到 {DayCount} 天的交易数据", dailyStats.Count);
+
+            // 计算累计值
+            decimal accumulated = 0;
+            var daysInMonth = DateTime.DaysInMonth(startDate.Year, startDate.Month);
+            logger.LogDebug("本月天数: {DaysInMonth}", daysInMonth);
+            
+            for (int i = 1; i <= daysInMonth; i++)
+            {
+                var currentDate = new DateTime(startDate.Year, startDate.Month, i);
+                if (currentDate.Date > now.Date)
+                {
+                    result.Trend.Add(null);
+                    logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd} 为未来日期，趋势数据为 null", currentDate);
+                    continue;
+                }
+
+                if (dailyStats.TryGetValue(currentDate.Date, out var amount))
+                {
+                    accumulated += amount;
+                    logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd}: 金额={Amount}, 累计={Accumulated}", 
+                        currentDate, amount, accumulated);
+                }
+                else
+                {
+                    logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd}: 无交易数据，累计={Accumulated}", 
+                        currentDate, accumulated);
+                }
+                result.Trend.Add(accumulated);
+            }
+
+            totalCurrent = accumulated;
+            logger.LogDebug("交易累计值计算完成: {TotalCurrent}", totalCurrent);
+        }
+        else
+        {
+            // 对于非收入/支出分类，使用逐预算累加
+            logger.LogDebug("非收入/支出分类，使用逐预算累加，共 {BudgetCount} 个预算", budgets.Count);
+            budgetIndex = 0;
+            foreach (var budget in budgets)
+            {
+                budgetIndex++;
+                var currentAmount = await CalculateCurrentAmountAsync(budget, BudgetPeriodType.Month, referenceDate);
+                logger.LogInformation("预算 {BudgetIndex}/{BudgetCount}: {BudgetName} (ID={BudgetId}) - 实际金额计算: 预算金额={BudgetLimit}, 当前值={CurrentAmount}, 算法={Algorithm}",
+                    budgetIndex, budgets.Count, budget.Name, budget.Id, budget.Limit, currentAmount,
+                    budget.IsArchive ? "归档数据" : "实时计算");
+                logger.LogTrace("预算 {BudgetName} (ID={BudgetId}) 当前值: {CurrentAmount}", 
+                    budget.Name, budget.Id, currentAmount);
+                totalCurrent += currentAmount;
+            }
+            logger.LogDebug("预算累加完成: {TotalCurrent}", totalCurrent);
+        }
+
+        // 对于硬性预算，如果当前月份且实际值为0，需要按时间比例计算
+        if (transactionType == TransactionType.Expense)
+        {
+            logger.LogDebug("开始应用硬性预算调整，共 {BudgetCount} 个支出预算", budgets.Count);
+            var beforeAdjustment = totalCurrent;
+            totalCurrent = ApplyMandatoryBudgetAdjustment(budgets, totalCurrent, referenceDate, BudgetPeriodType.Month);
+            if (Math.Abs(beforeAdjustment - totalCurrent) > 0.01m)
+            {
+                logger.LogInformation("硬性预算调整完成: 调整前={BeforeAdjustment}, 调整后={AfterAdjustment}, 调整金额={AdjustmentAmount}",
+                    beforeAdjustment, totalCurrent, totalCurrent - beforeAdjustment);
+                logger.LogDebug("硬性预算调整算法: 当前月份={ReferenceDate:yyyy-MM}, 硬性预算按天数比例累加计算", referenceDate);
+            }
+            else
+            {
+                logger.LogDebug("硬性预算调整未改变值");
+            }
+        }
+
+        result.Current = totalCurrent;
+
+        // 4. 计算使用率
+        result.Rate = totalLimit > 0 ? result.Current / totalLimit * 100 : 0;
+        logger.LogDebug("使用率计算完成: {Rate:F2}%", result.Rate);
+
+        // 5. 生成计算明细汇总日志
+        var limitParts = new List<string>();
+        var currentParts = new List<string>();
+        budgetIndex = 0;
+        foreach (var budget in budgets)
+        {
+            budgetIndex++;
+            var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Month, referenceDate);
+            var limitPart = budget.IsArchive 
+                ? $"{budget.Name}({budget.ArchiveMonth}月归档){itemLimit}元" 
+                : $"{budget.Name}{itemLimit}元";
+            limitParts.Add(limitPart);
+            
+            var currentPart = budget.IsArchive 
+                ? $"{budget.Name}({budget.ArchiveMonth}月归档){budget.Current}元" 
+                : $"{budget.Name}{budget.Current}元";
+            currentParts.Add(currentPart);
+        }
+        var limitSummary = string.Join(" + ", limitParts);
+        var currentSummary = string.Join(" + ", currentParts);
+        logger.LogInformation("月度统计计算明细: 预算={LimitSummary}={TotalLimit}元, 已支出={CurrentSummary}={TotalCurrent}元, 使用率={Rate:F2}%",
+            limitSummary, totalLimit, currentSummary, totalCurrent, result.Rate);
+
+        logger.LogDebug("月度分类统计计算完成");
+        return result;
+    }
+
+    private async Task<BudgetStatsDto> CalculateYearlyCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
+    {
+        logger.LogDebug("开始计算年度分类统计: Category={Category}, ReferenceDate={ReferenceDate:yyyy}", 
+            category, referenceDate);
+
+        var result = new BudgetStatsDto
+        {
+            PeriodType = BudgetPeriodType.Year,
+            Rate = 0,
+            Current = 0,
+            Limit = 0,
+            Count = 0
+        };
+
+        // 1. 获取所有预算（包含归档数据）
+        logger.LogDebug("开始获取预算数据（包含归档）");
+        var budgets = await GetAllBudgetsWithArchiveAsync(category, BudgetPeriodType.Year, referenceDate);
+        logger.LogDebug("获取到 {BudgetCount} 个预算", budgets.Count);
+
+        if (budgets.Count == 0)
+        {
+            logger.LogDebug("未找到相关预算，返回空结果");
+            return result;
+        }
+
+        result.Count = budgets.Count;
+
+        // 2. 计算限额总值（考虑不限额预算的特殊处理）
+        logger.LogDebug("开始计算年度限额总值，共 {BudgetCount} 个预算", budgets.Count);
+        decimal totalLimit = 0;
+        int budgetIndex = 0;
+        foreach (var budget in budgets)
+        {
+            budgetIndex++;
+            var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Year, referenceDate);
+            logger.LogInformation("年度预算 {BudgetIndex}/{BudgetCount}: {BudgetName} (ID={BudgetId}) - 原始预算金额: {BudgetLimit}, 当前实际金额: {CurrentAmount}, 预算类型: {BudgetType}, 算法: {Algorithm}",
+                budgetIndex, budgets.Count, budget.Name, budget.Id, budget.Limit, budget.Current,
+                budget.Type == BudgetPeriodType.Month ? "月度预算" : "年度预算",
+                budget.NoLimit ? "不限额预算" : budget.IsMandatoryExpense ? "硬性预算" : "普通预算");
+            logger.LogTrace("预算 {BudgetName} (ID={BudgetId}) 年度计算后限额: {ItemLimit}", 
+                budget.Name, budget.Id, itemLimit);
+            totalLimit += itemLimit;
+        }
+        result.Limit = totalLimit;
+        logger.LogDebug("年度限额总值计算完成: {TotalLimit}", totalLimit);
+
+        // 3. 计算当前实际值（避免重复计算同一笔交易）
+        var transactionType = category switch
+        {
+            BudgetCategory.Expense => TransactionType.Expense,
+            BudgetCategory.Income => TransactionType.Income,
+            _ => TransactionType.None
+        };
+        logger.LogDebug("交易类型: {TransactionType}", transactionType);
+
+        // 计算当前实际值，考虑硬性预算的特殊逻辑
+        decimal totalCurrent = 0;
+        var now = dateTimeProvider.Now;
+        var (startDate, endDate) = GetStatPeriodRange(BudgetPeriodType.Year, referenceDate);
+        logger.LogDebug("统计时间段: {StartDate:yyyy-MM-dd} 到 {EndDate:yyyy-MM-dd}", startDate, endDate);
+
+        if (transactionType != TransactionType.None)
+        {
+            // 获取所有相关分类
+            var allClassifies = budgets
+                .SelectMany(b => b.SelectedCategories)
+                .Distinct()
+                .ToList();
+            logger.LogDebug("相关分类数量: {ClassifyCount}", allClassifies.Count);
+
+            // 获取趋势统计数据（去重计算）
+            logger.LogDebug("开始获取交易趋势统计数据");
+            var dailyStats = await transactionRecordRepository.GetFilteredTrendStatisticsAsync(
+                startDate,
+                endDate,
+                transactionType,
+                allClassifies,
+                true);
+            logger.LogDebug("获取到 {MonthCount} 个月的交易数据", dailyStats.Count);
+
+            // 计算累计值
+            decimal accumulated = 0;
+            for (int i = 1; i <= 12; i++)
+            {
+                var currentMonthDate = new DateTime(startDate.Year, i, 1);
+
+                if (currentMonthDate.Year > now.Year || (currentMonthDate.Year == now.Year && i > now.Month))
+                {
+                    result.Trend.Add(null);
+                    logger.LogTrace("月份 {Month:yyyy-MM} 为未来月份，趋势数据为 null", currentMonthDate);
+                    continue;
+                }
+
+                if (dailyStats.TryGetValue(currentMonthDate, out var amount))
+                {
+                    accumulated += amount;
+                    logger.LogTrace("月份 {Month:yyyy-MM}: 金额={Amount}, 累计={Accumulated}", 
+                        currentMonthDate, amount, accumulated);
+                }
+                else
+                {
+                    logger.LogTrace("月份 {Month:yyyy-MM}: 无交易数据，累计={Accumulated}", 
+                        currentMonthDate, accumulated);
+                }
+                result.Trend.Add(accumulated);
+            }
+
+            totalCurrent = accumulated;
+            logger.LogDebug("交易累计值计算完成: {TotalCurrent}", totalCurrent);
+        }
+        else
+        {
+            // 对于非收入/支出分类，使用逐预算累加
+            logger.LogDebug("非收入/支出分类，使用逐预算累加，共 {BudgetCount} 个预算", budgets.Count);
+            budgetIndex = 0;
+            foreach (var budget in budgets)
+            {
+                budgetIndex++;
+                var currentAmount = await CalculateCurrentAmountAsync(budget, BudgetPeriodType.Year, referenceDate);
+                logger.LogInformation("年度预算 {BudgetIndex}/{BudgetCount}: {BudgetName} (ID={BudgetId}) - 实际金额计算: 原始预算={BudgetLimit}, 年度实际值={CurrentAmount}, 数据来源: {DataSource}",
+                    budgetIndex, budgets.Count, budget.Name, budget.Id, budget.Limit, currentAmount,
+                    budget.IsArchive ? "归档数据" : "实时计算");
+                logger.LogTrace("预算 {BudgetName} (ID={BudgetId}) 年度当前值: {CurrentAmount}", 
+                    budget.Name, budget.Id, currentAmount);
+                totalCurrent += currentAmount;
+            }
+            logger.LogDebug("年度预算累加完成: {TotalCurrent}", totalCurrent);
+        }
+
+        // 对于硬性预算，如果当前年份且实际值为0，需要按时间比例计算
+        if (transactionType == TransactionType.Expense)
+        {
+            logger.LogDebug("开始应用年度硬性预算调整，共 {BudgetCount} 个支出预算", budgets.Count);
+            var beforeAdjustment = totalCurrent;
+            totalCurrent = ApplyMandatoryBudgetAdjustment(budgets, totalCurrent, referenceDate, BudgetPeriodType.Year);
+            if (Math.Abs(beforeAdjustment - totalCurrent) > 0.01m)
+            {
+                logger.LogInformation("年度硬性预算调整完成: 调整前={BeforeAdjustment}, 调整后={AfterAdjustment}, 调整金额={AdjustmentAmount}",
+                    beforeAdjustment, totalCurrent, totalCurrent - beforeAdjustment);
+                logger.LogDebug("年度硬性预算调整算法: 当前年份={ReferenceDate:yyyy}, 硬性预算按天数比例累加计算", referenceDate);
+            }
+            else
+            {
+                logger.LogDebug("年度硬性预算调整未改变值");
+            }
+        }
+
+        result.Current = totalCurrent;
+
+        // 4. 计算使用率
+        result.Rate = totalLimit > 0 ? result.Current / totalLimit * 100 : 0;
+        logger.LogDebug("使用率计算完成: {Rate:F2}%", result.Rate);
+
+        // 5. 生成计算明细汇总日志
+        var limitParts = new List<string>();
+        var currentParts = new List<string>();
+        budgetIndex = 0;
+        foreach (var budget in budgets)
+        {
+            budgetIndex++;
+            var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Year, referenceDate);
+            var limitPart = budget.IsArchive 
+                ? $"{budget.Name}(归档){itemLimit}元" 
+                : budget.RemainingMonths > 0 
+                    ? $"{budget.Name}(剩余{budget.RemainingMonths}月){itemLimit}元"
+                    : $"{budget.Name}{itemLimit}元";
+            limitParts.Add(limitPart);
+            
+            var currentPart = budget.IsArchive 
+                ? $"{budget.Name}(归档){budget.Current}元" 
+                : budget.RemainingMonths > 0 
+                    ? $"{budget.Name}(剩余{budget.RemainingMonths}月){budget.Current}元"
+                    : $"{budget.Name}{budget.Current}元";
+            currentParts.Add(currentPart);
+        }
+        var limitSummary = string.Join(" + ", limitParts);
+        var currentSummary = string.Join(" + ", currentParts);
+        logger.LogInformation("年度统计计算明细: 预算={LimitSummary}={TotalLimit}元, 已支出={CurrentSummary}={TotalCurrent}元, 使用率={Rate:F2}%",
+            limitSummary, totalLimit, currentSummary, totalCurrent, result.Rate);
+
+        logger.LogDebug("年度分类统计计算完成");
+        return result;
+    }
+
+    private async Task<List<BudgetStatsItem>> GetAllBudgetsWithArchiveAsync(
+        BudgetCategory category,
+        BudgetPeriodType statType,
+        DateTime referenceDate)
+    {
+        logger.LogDebug("开始获取预算数据: Category={Category}, StatType={StatType}, ReferenceDate={ReferenceDate:yyyy-MM-dd}", 
+            category, statType, referenceDate);
+
+        var result = new List<BudgetStatsItem>();
+
+        var year = referenceDate.Year;
+        var month = referenceDate.Month;
+        var now = dateTimeProvider.Now;
+
+        // 对于年度统计，需要获取整年的归档数据和当前预算
+        if (statType == BudgetPeriodType.Year)
+        {
+            logger.LogDebug("年度统计：开始获取整年的预算数据");
+            
+            // 获取当前有效的预算（用于当前月及未来月）
+            var currentBudgets = await budgetRepository.GetAllAsync();
+            var currentBudgetsDict = currentBudgets
+                .Where(b => b.Category == category && ShouldIncludeBudget(b, statType))
+                .ToDictionary(b => b.Id);
+            logger.LogDebug("获取到 {Count} 个当前有效预算", currentBudgetsDict.Count);
+
+            // 用于跟踪已处理的预算ID，避免重复
+            var processedBudgetIds = new HashSet<long>();
+            
+            // 1. 处理历史归档月份（1月到当前月-1）
+            if (referenceDate.Year == now.Year && now.Month > 1)
+            {
+                logger.LogDebug("开始处理历史归档月份: 1月到{Month}月", now.Month - 1);
+                for (int m = 1; m < now.Month; m++)
+                {
+                    var archive = await budgetArchiveRepository.GetArchiveAsync(year, m);
+                    if (archive != null)
+                    {
+                        logger.LogDebug("找到{Month}月归档数据，包含 {ItemCount} 个项目", m, archive.Content.Count());
+                        foreach (var item in archive.Content)
+                        {
+                            if (item.Category == category && ShouldIncludeBudget(item, statType))
+                            {
+                                // 对于月度预算，每个月都添加一个归档项
+                                if (item.Type == BudgetPeriodType.Month)
+                                {
+                                    result.Add(new BudgetStatsItem
+                                    {
+                                        Id = item.Id,
+                                        Name = item.Name,
+                                        Type = item.Type,
+                                        Limit = item.Limit,
+                                        Current = item.Actual,
+                                        Category = item.Category,
+                                        SelectedCategories = item.SelectedCategories,
+                                        NoLimit = item.NoLimit,
+                                        IsMandatoryExpense = item.IsMandatoryExpense,
+                                        IsArchive = true,
+                                        ArchiveMonth = m
+                                    });
+                                    logger.LogInformation("添加归档月度预算: {BudgetName} (ID={BudgetId}) - {Month}月归档, 预算金额: {Limit}, 实际金额: {Actual}",
+                                        item.Name, item.Id, m, item.Limit, item.Actual);
+                                }
+                                // 对于年度预算，只添加一次
+                                else if (item.Type == BudgetPeriodType.Year && !processedBudgetIds.Contains(item.Id))
+                                {
+                                    processedBudgetIds.Add(item.Id);
+                                    result.Add(new BudgetStatsItem
+                                    {
+                                        Id = item.Id,
+                                        Name = item.Name,
+                                        Type = item.Type,
+                                        Limit = item.Limit,
+                                        Current = item.Actual,
+                                        Category = item.Category,
+                                        SelectedCategories = item.SelectedCategories,
+                                        NoLimit = item.NoLimit,
+                                        IsMandatoryExpense = item.IsMandatoryExpense,
+                                        IsArchive = true
+                                    });
+                                    logger.LogInformation("添加归档年度预算: {BudgetName} (ID={BudgetId}) - 预算金额: {Limit}, 实际金额: {Actual}",
+                                        item.Name, item.Id, item.Limit, item.Actual);
+                                }
+                            }
+                        }
+                    }
+                }
+            }
+            
+            // 2. 处理当前月及未来月（使用当前预算）
+            logger.LogDebug("开始处理当前及未来月份预算");
+            foreach (var budget in currentBudgetsDict.Values)
+            {
+                // 对于年度预算，如果还没有从归档中添加，则添加
+                if (budget.Type == BudgetPeriodType.Year && !processedBudgetIds.Contains(budget.Id))
+                {
+                    var currentAmount = await CalculateCurrentAmountAsync(budget, statType, referenceDate);
+                    result.Add(new BudgetStatsItem
+                    {
+                        Id = budget.Id,
+                        Name = budget.Name,
+                        Type = budget.Type,
+                        Limit = budget.Limit,
+                        Current = currentAmount,
+                        Category = budget.Category,
+                        SelectedCategories = string.IsNullOrEmpty(budget.SelectedCategories)
+                            ? []
+                            : budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries),
+                        NoLimit = budget.NoLimit,
+                        IsMandatoryExpense = budget.IsMandatoryExpense,
+                        IsArchive = false
+                    });
+                    logger.LogInformation("添加当前年度预算: {BudgetName} (ID={BudgetId}) - 预算金额: {Limit}, 实际金额: {Current}",
+                        budget.Name, budget.Id, budget.Limit, currentAmount);
+                }
+                // 对于月度预算，添加当前及未来月份的预算（标记剩余月份数）
+                else if (budget.Type == BudgetPeriodType.Month)
+                {
+                    var remainingMonths = 12 - now.Month + 1; // 包括当前月
+                    result.Add(new BudgetStatsItem
+                    {
+                        Id = budget.Id,
+                        Name = budget.Name,
+                        Type = budget.Type,
+                        Limit = budget.Limit,
+                        Current = 0, // 剩余月份不计算实际值
+                        Category = budget.Category,
+                        SelectedCategories = string.IsNullOrEmpty(budget.SelectedCategories)
+                            ? []
+                            : budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries),
+                        NoLimit = budget.NoLimit,
+                        IsMandatoryExpense = budget.IsMandatoryExpense,
+                        IsArchive = false,
+                        RemainingMonths = remainingMonths
+                    });
+                    logger.LogInformation("添加当前月度预算（剩余月份）: {BudgetName} (ID={BudgetId}) - 预算金额: {Limit}, 剩余月份: {RemainingMonths}",
+                        budget.Name, budget.Id, budget.Limit, remainingMonths);
+                }
+            }
+        }
+        else // 月度统计
+        {
+            // 检查是否为归档月份
+            var isArchive = year < now.Year || (year == now.Year && month < now.Month);
+            logger.LogDebug("月度统计 - 是否为归档月份: {IsArchive}", isArchive);
+
+            if (isArchive)
+            {
+                // 获取归档数据
+                logger.LogDebug("开始获取归档数据: Year={Year}, Month={Month}", year, month);
+                var archive = await budgetArchiveRepository.GetArchiveAsync(year, month);
+                
+                if (archive != null)
+                {
+                    int itemCount = archive.Content.Count();
+                    logger.LogDebug("找到归档数据，包含 {ItemCount} 个项目", itemCount);
+                    foreach (var item in archive.Content)
+                    {
+                        if (item.Category == category && ShouldIncludeBudget(item, statType))
+                        {
+                            result.Add(new BudgetStatsItem
+                            {
+                                Id = item.Id,
+                                Name = item.Name,
+                                Type = item.Type,
+                                Limit = item.Limit,
+                                Current = item.Actual,
+                                Category = item.Category,
+                                SelectedCategories = item.SelectedCategories,
+                                NoLimit = item.NoLimit,
+                                IsMandatoryExpense = item.IsMandatoryExpense,
+                                IsArchive = true
+                            });
+                            logger.LogInformation("添加归档预算: {BudgetName} (ID={BudgetId}) - 归档月份: {Year}-{Month:00}, 预算金额: {BudgetLimit}, 实际金额: {ActualAmount}",
+                                item.Name, item.Id, year, month, item.Limit, item.Actual);
+                        }
+                    }
+                }
+                else
+                {
+                    logger.LogDebug("未找到归档数据");
+                }
+            }
+            else
+            {
+                // 获取当前预算数据
+                logger.LogDebug("开始获取当前预算数据");
+                var budgets = await budgetRepository.GetAllAsync();
+                int budgetCount = budgets.Count();
+                logger.LogDebug("获取到 {BudgetCount} 个预算", budgetCount);
+                
+                foreach (var budget in budgets)
+                {
+                    if (budget.Category == category && ShouldIncludeBudget(budget, statType))
+                    {
+                        var currentAmount = await CalculateCurrentAmountAsync(budget, statType, referenceDate);
+                        result.Add(new BudgetStatsItem
+                        {
+                            Id = budget.Id,
+                            Name = budget.Name,
+                            Type = budget.Type,
+                            Limit = budget.Limit,
+                            Current = currentAmount,
+                            Category = budget.Category,
+                            SelectedCategories = string.IsNullOrEmpty(budget.SelectedCategories)
+                                ? []
+                                : budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries),
+                            NoLimit = budget.NoLimit,
+                            IsMandatoryExpense = budget.IsMandatoryExpense,
+                            IsArchive = false
+                        });
+                        logger.LogInformation("添加当前预算: {BudgetName} (ID={BudgetId}) - 预算金额: {BudgetLimit}, 实时计算实际金额: {CurrentAmount}, 预算类型: {BudgetType}",
+                            budget.Name, budget.Id, budget.Limit, currentAmount,
+                            budget.Type == BudgetPeriodType.Month ? "月度预算" : "年度预算");
+                    }
+                }
+            }
+        }
+
+        logger.LogDebug("预算数据获取完成: 共找到 {ResultCount} 个符合条件的预算", result.Count);
+        return result;
+    }
+
+    private bool ShouldIncludeBudget(BudgetRecord budget, BudgetPeriodType statType)
+    {
+        // 排除不记额预算
+        if (budget.NoLimit)
+        {
+            return false;
+        }
+
+        // 月度统计只包含月度预算
+        if (statType == BudgetPeriodType.Month)
+        {
+            return budget.Type == BudgetPeriodType.Month;
+        }
+
+        // 年度统计包含所有预算
+        return true;
+    }
+
+    private bool ShouldIncludeBudget(BudgetArchiveContent budget, BudgetPeriodType statType)
+    {
+        // 排除不记额预算
+        if (budget.NoLimit)
+        {
+            return false;
+        }
+
+        // 月度统计只包含月度预算
+        if (statType == BudgetPeriodType.Month)
+        {
+            return budget.Type == BudgetPeriodType.Month;
+        }
+
+        // 年度统计包含所有预算
+        return true;
+    }
+
+    private decimal CalculateBudgetLimit(BudgetStatsItem budget, BudgetPeriodType statType, DateTime referenceDate)
+    {
+        // 不记额预算的限额为0
+        if (budget.NoLimit)
+        {
+            logger.LogTrace("预算 {BudgetName} (ID={BudgetId}) 为不记额预算，限额返回0", budget.Name, budget.Id);
+            return 0;
+        }
+
+        var itemLimit = budget.Limit;
+        string algorithmDescription = $"直接使用原始预算金额: {budget.Limit}";
+
+        // 年度视图下，月度预算需要折算为年度
+        if (statType == BudgetPeriodType.Year && budget.Type == BudgetPeriodType.Month)
+        {
+            // 对于归档预算，直接使用归档的限额，不折算
+            if (budget.IsArchive)
+            {
+                itemLimit = budget.Limit;
+                algorithmDescription = $"归档月度预算: 直接使用归档限额 {budget.Limit}";
+            }
+            // 对于当前及未来月份的预算，使用剩余月份折算
+            else if (budget.RemainingMonths > 0)
+            {
+                itemLimit = budget.Limit * budget.RemainingMonths;
+                algorithmDescription = $"月度预算剩余月份折算: {budget.Limit} × {budget.RemainingMonths} (剩余月份) = {itemLimit}";
+            }
+            // 兼容旧逻辑（如果没有设置RemainingMonths）
+            else
+            {
+                logger.LogWarning("预算 {BudgetName} (ID={BudgetId}) 年度统计时未设置RemainingMonths，使用默认折算逻辑", budget.Name, budget.Id);
+                if (budget.IsMandatoryExpense)
+                {
+                    var now = dateTimeProvider.Now;
+                    if (referenceDate.Year == now.Year)
+                    {
+                        var monthsElapsed = now.Month;
+                        itemLimit = budget.Limit * monthsElapsed;
+                        algorithmDescription = $"硬性预算当前年份折算: {budget.Limit} × {monthsElapsed} (已过月份) = {itemLimit}";
+                    }
+                    else
+                    {
+                        itemLimit = budget.Limit * 12;
+                        algorithmDescription = $"硬性预算完整年度折算: {budget.Limit} × 12 = {itemLimit}";
+                    }
+                }
+                else
+                {
+                    itemLimit = budget.Limit * 12;
+                    algorithmDescription = $"月度预算年度折算: {budget.Limit} × 12 = {itemLimit}";
+                }
+            }
+        }
+
+        logger.LogInformation("预算 {BudgetName} (ID={BudgetId}) 限额计算: 原始预算={OriginalLimit}, 计算后限额={CalculatedLimit}, 算法: {Algorithm}",
+            budget.Name, budget.Id, budget.Limit, itemLimit, algorithmDescription);
+        
+        return itemLimit;
+    }
+
+    private async Task<decimal> CalculateCurrentAmountAsync(BudgetRecord budget, BudgetPeriodType statType, DateTime referenceDate)
+    {
+        var (startDate, endDate) = GetStatPeriodRange(statType, referenceDate);
+
+        // 获取预算的实际时间段
+        var (budgetStart, budgetEnd) = BudgetService.GetPeriodRange(budget.StartDate, budget.Type, referenceDate);
+
+        // 确保在统计时间段内
+        if (budgetEnd < startDate || budgetStart > endDate)
+        {
+            return 0;
+        }
+
+        var actualAmount = await budgetRepository.GetCurrentAmountAsync(budget, startDate, endDate);
+
+        // 硬性预算的特殊处理（参考BudgetSavingsService第92-97行）
+        if (actualAmount == 0 && budget.IsMandatoryExpense)
+        {
+            if (budget.Type == BudgetPeriodType.Month)
+            {
+                // 月度硬性预算按天数比例累加
+                var daysInMonth = DateTime.DaysInMonth(referenceDate.Year, referenceDate.Month);
+                var daysElapsed = dateTimeProvider.Now.Day;
+                actualAmount = budget.Limit * daysElapsed / daysInMonth;
+            }
+            else if (budget.Type == BudgetPeriodType.Year)
+            {
+                // 年度硬性预算按天数比例累加
+                var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
+                var daysElapsed = dateTimeProvider.Now.DayOfYear;
+                actualAmount = budget.Limit * daysElapsed / daysInYear;
+            }
+        }
+
+        return actualAmount;
+    }
+
+    private decimal ApplyMandatoryBudgetAdjustment(List<BudgetStatsItem> budgets, decimal currentTotal, DateTime referenceDate, BudgetPeriodType statType)
+    {
+        logger.LogDebug("开始应用硬性预算调整: 当前总计={CurrentTotal}, 统计类型={StatType}, 参考日期={ReferenceDate:yyyy-MM-dd}", 
+            currentTotal, statType, referenceDate);
+
+        var now = dateTimeProvider.Now;
+        var adjustedTotal = currentTotal;
+        var mandatoryBudgets = budgets.Where(b => b.IsMandatoryExpense).ToList();
+        
+        logger.LogDebug("找到 {MandatoryCount} 个硬性预算", mandatoryBudgets.Count);
+
+        int mandatoryIndex = 0;
+        foreach (var budget in mandatoryBudgets)
+        {
+            mandatoryIndex++;
+            // 检查是否为当前统计周期
+            var isCurrentPeriod = false;
+            if (statType == BudgetPeriodType.Month)
+            {
+                isCurrentPeriod = referenceDate.Year == now.Year && referenceDate.Month == now.Month;
+                logger.LogInformation("硬性预算 {MandatoryIndex}/{MandatoryCount}: {BudgetName} (ID={BudgetId}) - 检查月度周期: 参考月份={RefMonth}, 当前月份={CurrentMonth}, 是否为当前周期={IsCurrent}", 
+                    mandatoryIndex, mandatoryBudgets.Count, budget.Name, budget.Id, 
+                    referenceDate.ToString("yyyy-MM"), now.ToString("yyyy-MM"), isCurrentPeriod);
+            }
+            else // Year
+            {
+                isCurrentPeriod = referenceDate.Year == now.Year;
+                logger.LogInformation("硬性预算 {MandatoryIndex}/{MandatoryCount}: {BudgetName} (ID={BudgetId}) - 检查年度周期: 参考年份={RefYear}, 当前年份={CurrentYear}, 是否为当前周期={IsCurrent}", 
+                    mandatoryIndex, mandatoryBudgets.Count, budget.Name, budget.Id,
+                    referenceDate.Year, now.Year, isCurrentPeriod);
+            }
+
+            if (isCurrentPeriod)
+            {
+                // 计算硬性预算的应累加值
+                decimal mandatoryAccumulation = 0;
+                string accumulationAlgorithm = "";
+                
+                if (budget.Type == BudgetPeriodType.Month)
+                {
+                    // 月度硬性预算按天数比例累加
+                    var daysInMonth = DateTime.DaysInMonth(referenceDate.Year, referenceDate.Month);
+                    var daysElapsed = now.Day;
+                    mandatoryAccumulation = budget.Limit * daysElapsed / daysInMonth;
+                    accumulationAlgorithm = $"月度硬性预算按天数比例: {budget.Limit} × {daysElapsed} ÷ {daysInMonth} = {mandatoryAccumulation:F2}";
+                    logger.LogDebug("月度硬性预算 {BudgetName}: 限额={Limit}, 本月天数={DaysInMonth}, 已过天数={DaysElapsed}, 应累加值={Accumulation}", 
+                        budget.Name, budget.Limit, daysInMonth, daysElapsed, mandatoryAccumulation);
+                }
+                else if (budget.Type == BudgetPeriodType.Year)
+                {
+                    // 年度硬性预算按天数比例累加
+                    var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
+                    var daysElapsed = now.DayOfYear;
+                    mandatoryAccumulation = budget.Limit * daysElapsed / daysInYear;
+                    accumulationAlgorithm = $"年度硬性预算按天数比例: {budget.Limit} × {daysElapsed} ÷ {daysInYear} = {mandatoryAccumulation:F2}";
+                    logger.LogDebug("年度硬性预算 {BudgetName}: 限额={Limit}, 本年天数={DaysInYear}, 已过天数={DaysElapsed}, 应累加值={Accumulation}", 
+                        budget.Name, budget.Limit, daysInYear, daysElapsed, mandatoryAccumulation);
+                }
+
+                logger.LogInformation("硬性预算 {BudgetName} (ID={BudgetId}) 应累加值计算: 算法={Algorithm}",
+                    budget.Name, budget.Id, accumulationAlgorithm);
+
+                // 如果趋势数据中的累计值小于硬性预算的应累加值，使用硬性预算的值
+                if (adjustedTotal < mandatoryAccumulation)
+                {
+                    var adjustmentAmount = mandatoryAccumulation - adjustedTotal;
+                    logger.LogInformation("硬性预算 {BudgetName} (ID={BudgetId}) 触发调整: 调整前总计={BeforeTotal}, 应累加值={MandatoryAccumulation}, 调整金额={AdjustmentAmount}, 调整后总计={AfterTotal}",
+                        budget.Name, budget.Id, adjustedTotal, mandatoryAccumulation, adjustmentAmount, mandatoryAccumulation);
+                    adjustedTotal = mandatoryAccumulation;
+                }
+                else
+                {
+                    logger.LogDebug("硬性预算 {BudgetName} (ID={BudgetId}) 未触发调整: 当前总计={CurrentTotal} >= 应累加值={MandatoryAccumulation}", 
+                        budget.Name, budget.Id, adjustedTotal, mandatoryAccumulation);
+                }
+            }
+            else
+            {
+                logger.LogInformation("硬性预算 {BudgetName} (ID={BudgetId}) 不在当前统计周期，跳过调整", budget.Name, budget.Id);
+            }
+        }
+
+        logger.LogDebug("硬性预算调整完成: 最终总计={AdjustedTotal}", adjustedTotal);
+        return adjustedTotal;
+    }
+
+    private async Task<decimal> CalculateCurrentAmountAsync(BudgetStatsItem budget, BudgetPeriodType statType, DateTime referenceDate)
+    {
+        var (startDate, endDate) = GetStatPeriodRange(statType, referenceDate);
+
+        // 创建临时的BudgetRecord用于查询
+        var tempRecord = new BudgetRecord
+        {
+            Id = budget.Id,
+            Name = budget.Name,
+            Type = budget.Type,
+            Limit = budget.Limit,
+            Category = budget.Category,
+            SelectedCategories = string.Join(",", budget.SelectedCategories),
+            StartDate = referenceDate,
+            NoLimit = budget.NoLimit,
+            IsMandatoryExpense = budget.IsMandatoryExpense
+        };
+
+        // 获取预算的实际时间段
+        var (budgetStart, budgetEnd) = BudgetService.GetPeriodRange(tempRecord.StartDate, tempRecord.Type, referenceDate);
+
+        // 确保在统计时间段内
+        if (budgetEnd < startDate || budgetStart > endDate)
+        {
+            return 0;
+        }
+
+        var actualAmount = await budgetRepository.GetCurrentAmountAsync(tempRecord, startDate, endDate);
+
+        // 硬性预算的特殊处理
+        if (actualAmount == 0 && budget.IsMandatoryExpense)
+        {
+            if (budget.Type == BudgetPeriodType.Month)
+            {
+                var daysInMonth = DateTime.DaysInMonth(referenceDate.Year, referenceDate.Month);
+                var daysElapsed = dateTimeProvider.Now.Day;
+                actualAmount = budget.Limit * daysElapsed / daysInMonth;
+            }
+            else if (budget.Type == BudgetPeriodType.Year)
+            {
+                var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
+                var daysElapsed = dateTimeProvider.Now.DayOfYear;
+                actualAmount = budget.Limit * daysElapsed / daysInYear;
+            }
+        }
+
+        return actualAmount;
+    }
+
+    private (DateTime start, DateTime end) GetStatPeriodRange(BudgetPeriodType statType, DateTime referenceDate)
+    {
+        if (statType == BudgetPeriodType.Month)
+        {
+            var start = new DateTime(referenceDate.Year, referenceDate.Month, 1);
+            var end = start.AddMonths(1).AddDays(-1).AddHours(23).AddMinutes(59).AddSeconds(59);
+            return (start, end);
+        }
+        else // Year
+        {
+            var start = new DateTime(referenceDate.Year, 1, 1);
+            var end = new DateTime(referenceDate.Year, 12, 31).AddHours(23).AddMinutes(59).AddSeconds(59);
+            return (start, end);
+        }
+    }
+
+    private class BudgetStatsItem
+    {
+        public long Id { get; set; }
+        public string Name { get; set; } = string.Empty;
+        public BudgetPeriodType Type { get; set; }
+        public decimal Limit { get; set; }
+        public decimal Current { get; set; }
+        public BudgetCategory Category { get; set; }
+        public string[] SelectedCategories { get; set; } = [];
+        public bool NoLimit { get; set; }
+        public bool IsMandatoryExpense { get; set; }
+        public bool IsArchive { get; set; }
+        public int ArchiveMonth { get; set; } // 归档月份（1-12），用于标识归档数据来自哪个月
+        public int RemainingMonths { get; set; } // 剩余月份数，用于年度统计时的月度预算折算
+    }
+}
\ No newline at end of file
diff --git a/Web/src/api/log.js b/Web/src/api/log.js
index 1e395f2..7cd75e6 100644
--- a/Web/src/api/log.js
+++ b/Web/src/api/log.js
@@ -1,4 +1,4 @@
-import request from './request'
+import request from './request'
 
 /**
  * 日志相关 API
@@ -12,6 +12,7 @@
  * @param {string} [params.searchKeyword] - 搜索关键词
  * @param {string} [params.logLevel] - 日志级别
  * @param {string} [params.date] - 日期 (yyyyMMdd)
+ * @param {string} [params.className] - 类名
  * @returns {Promise<{success: boolean, data: Array, total: number}>}
  */
 export const getLogList = (params = {}) => {
@@ -32,3 +33,34 @@ export const getAvailableDates = () => {
     method: 'get'
   })
 }
+
+/**
+ * 获取可用的类名列表
+ * @param {Object} params - 查询参数
+ * @param {string} [params.date] - 日期 (yyyyMMdd)
+ * @returns {Promise<{success: boolean, data: Array}>}
+ */
+export const getAvailableClassNames = (params = {}) => {
+  return request({
+    url: '/Log/GetAvailableClassNames',
+    method: 'get',
+    params
+  })
+}
+
+/**
+ * 根据请求ID查询关联日志
+ * @param {Object} params - 查询参数
+ * @param {string} params.requestId - 请求ID
+ * @param {number} [params.pageIndex=1] - 页码
+ * @param {number} [params.pageSize=50] - 每页条数
+ * @param {string} [params.date] - 日期 (yyyyMMdd)
+ * @returns {Promise<{success: boolean, data: Array, total: number}>}
+ */
+export const getLogsByRequestId = (params = {}) => {
+  return request({
+    url: '/Log/GetLogsByRequestId',
+    method: 'get',
+    params
+  })
+}
diff --git a/Web/src/api/request.js b/Web/src/api/request.js
index b3829d1..7fe193b 100644
--- a/Web/src/api/request.js
+++ b/Web/src/api/request.js
@@ -1,4 +1,4 @@
-import axios from 'axios'
+import axios from 'axios'
 import { showToast } from 'vant'
 import { useAuthStore } from '@/stores/auth'
 import router from '@/router'
@@ -12,6 +12,15 @@ const request = axios.create({
   }
 })
 
+// 生成请求ID
+const generateRequestId = () => {
+  return 'xxxxxxxx-xxxx-4xxx-yxxx-xxxxxxxxxxxx'.replace(/[xy]/g, function(c) {
+    const r = Math.random() * 16 | 0
+    const v = c === 'x' ? r : (r & 0x3 | 0x8)
+    return v.toString(16)
+  })
+}
+
 // 请求拦截器
 request.interceptors.request.use(
   (config) => {
@@ -20,6 +29,11 @@ request.interceptors.request.use(
     if (authStore.token) {
       config.headers.Authorization = `Bearer ${authStore.token}`
     }
+    
+    // 添加请求ID
+    const requestId = generateRequestId()
+    config.headers['X-Request-ID'] = requestId
+    
     return config
   },
   (error) => {
diff --git a/Web/src/views/LogView.vue b/Web/src/views/LogView.vue
index 51a7927..609ef06 100644
--- a/Web/src/views/LogView.vue
+++ b/Web/src/views/LogView.vue
@@ -1,4 +1,4 @@
-<template>
+<template>
   <div class="page-container-flex log-view">
     <van-nav-bar
       title="查看日志"
@@ -28,7 +28,12 @@
             <van-dropdown-item
               v-model="selectedDate"
               :options="dateOptions"
-              @change="handleSearch"
+              @change="handleDateChange"
+            />
+            <van-dropdown-item
+              v-model="selectedClassName"
+              :options="classNameOptions"
+              @change="handleClassNameChange"
             />
           </van-dropdown-menu>
         </div>
@@ -66,6 +71,31 @@
               <span class="log-level">{{ log.level }}</span>
               <span class="log-time">{{ formatTime(log.timestamp) }}</span>
             </div>
+            <div
+              v-if="log.className || log.methodName"
+              class="log-source"
+            >
+              <span
+                v-if="log.className"
+                class="source-class"
+              >{{ log.className }}</span>
+              <span
+                v-if="log.methodName"
+                class="source-method"
+              >.{{ log.methodName }}</span>
+            </div>
+            <div
+              v-if="log.requestId"
+              class="log-request-id"
+            >
+              <span class="request-id-label">请求ID:</span>
+              <span
+                class="request-id-value"
+                @click="handleRequestIdClick(log.requestId)"
+              >
+                {{ log.requestId }}
+              </span>
+            </div>
             <div class="log-message">
               {{ log.message }}
             </div>
@@ -90,7 +120,7 @@
 import { ref, onMounted } from 'vue'
 import { useRouter } from 'vue-router'
 import { showToast } from 'vant'
-import { getLogList, getAvailableDates } from '@/api/log'
+import { getLogList, getAvailableDates, getAvailableClassNames, getLogsByRequestId } from '@/api/log'
 
 const router = useRouter()
 
@@ -110,6 +140,11 @@ const total = ref(0)
 const searchKeyword = ref('')
 const selectedLevel = ref('')
 const selectedDate = ref('')
+const selectedClassName = ref('')
+
+// requestId 查询模式
+const isRequestIdMode = ref(false)
+const currentRequestId = ref('')
 
 // 日志级别选项
 const levelOptions = ref([
@@ -125,6 +160,9 @@ const levelOptions = ref([
 // 日期选项
 const dateOptions = ref([{ text: '全部日期', value: '' }])
 
+// 类名选项
+const classNameOptions = ref([{ text: '全部类名', value: '' }])
+
 /**
  * 返回上一页
  */
@@ -177,22 +215,37 @@ const loadLogs = async (reset = false) => {
       finished.value = false
     }
 
-    const params = {
-      pageIndex: pageIndex.value,
-      pageSize: pageSize.value
-    }
+    let response
 
-    if (searchKeyword.value) {
-      params.searchKeyword = searchKeyword.value
-    }
-    if (selectedLevel.value) {
-      params.logLevel = selectedLevel.value
-    }
-    if (selectedDate.value) {
-      params.date = selectedDate.value
-    }
+    if (isRequestIdMode.value) {
+      // requestId 查询模式
+      response = await getLogsByRequestId({
+        requestId: currentRequestId.value,
+        pageIndex: pageIndex.value,
+        pageSize: pageSize.value
+      })
+    } else {
+      // 普通查询模式
+      const params = {
+        pageIndex: pageIndex.value,
+        pageSize: pageSize.value
+      }
 
-    const response = await getLogList(params)
+      if (searchKeyword.value) {
+        params.searchKeyword = searchKeyword.value
+      }
+      if (selectedLevel.value) {
+        params.logLevel = selectedLevel.value
+      }
+      if (selectedDate.value) {
+        params.date = selectedDate.value
+      }
+      if (selectedClassName.value) {
+        params.className = selectedClassName.value
+      }
+
+      response = await getLogList(params)
+    }
 
     if (response.success) {
       const newLogs = response.data || []
@@ -206,12 +259,9 @@ const loadLogs = async (reset = false) => {
       total.value = response.total
 
       // 判断是否还有更多数据
-      // total = -1 表示总数未知，此时只根据返回数据量判断
       if (total.value === -1) {
-        // 如果返回的数据少于请求的数量，说明没有更多了
         finished.value = newLogs.length < pageSize.value
       } else {
-        // 如果有明确的总数，则判断是否已加载完全部数据
         if (logList.value.length >= total.value || newLogs.length < pageSize.value) {
           finished.value = true
         } else {
@@ -237,7 +287,12 @@ const loadLogs = async (reset = false) => {
  * 下拉刷新
  */
 const onRefresh = async () => {
-  await loadLogs(true)
+  if (isRequestIdMode.value) {
+    // requestId 模式下刷新，重置为第一页
+    await loadLogs(true)
+  } else {
+    await loadLogs(true)
+  }
 }
 
 /**
@@ -262,6 +317,8 @@ const onLoad = async () => {
  * 搜索处理
  */
 const handleSearch = () => {
+  isRequestIdMode.value = false
+  currentRequestId.value = ''
   loadLogs(true)
 }
 
@@ -291,6 +348,44 @@ const loadAvailableDates = async () => {
   }
 }
 
+/**
+ * 加载可用类名列表
+ */
+const loadAvailableClassNames = async () => {
+  try {
+    const params = {}
+    if (selectedDate.value) {
+      params.date = selectedDate.value
+    }
+    const response = await getAvailableClassNames(params)
+    if (response.success && response.data) {
+      const classNames = response.data.map((name) => ({
+        text: name,
+        value: name
+      }))
+      classNameOptions.value = [{ text: '全部类名', value: '' }, ...classNames]
+    }
+  } catch (error) {
+    console.error('加载类名列表失败:', error)
+  }
+}
+
+/**
+ * 日期改变时重新加载类名
+ */
+const handleDateChange = async () => {
+  selectedClassName.value = ''
+  await loadAvailableClassNames()
+  handleSearch()
+}
+
+/**
+ * 类名改变时重新搜索
+ */
+const handleClassNameChange = () => {
+  handleSearch()
+}
+
 /**
  * 格式化日期显示
  */
@@ -302,9 +397,50 @@ const formatDate = (dateStr) => {
   return dateStr
 }
 
+/**
+ * 处理请求ID点击
+ */
+const handleRequestIdClick = async (requestId) => {
+  try {
+    showToast('正在查询关联日志...')
+
+    isRequestIdMode.value = true
+    currentRequestId.value = requestId
+
+    const response = await getLogsByRequestId({
+      requestId,
+      pageIndex: 1,
+      pageSize: 100
+    })
+
+    if (response.success && response.data && response.data.length > 0) {
+      logList.value = response.data
+      total.value = response.total
+      pageIndex.value = 1
+
+      // 根据返回数据量判断是否还有更多
+      if (response.data.length < 100) {
+        finished.value = true
+      } else {
+        finished.value = false
+      }
+
+      showToast(`找到 ${response.total} 条关联日志`)
+    } else {
+      showToast('未找到关联日志')
+      logList.value = []
+      finished.value = true
+    }
+  } catch (error) {
+    console.error('查询关联日志失败:', error)
+    showToast('查询失败')
+  }
+}
+
 // 组件挂载时加载数据
 onMounted(() => {
   loadAvailableDates()
+  loadAvailableClassNames()
   // 不在这里调用 loadLogs，让 van-list 的 @load 事件自动触发
 })
 </script>
@@ -399,6 +535,43 @@ onMounted(() => {
   }
 }
 
+.log-request-id {
+  margin: 2px 0;
+  font-size: 10px;
+  color: #666;
+  display: flex;
+  align-items: center;
+}
+
+.log-source {
+  margin: 2px 0;
+  font-size: 10px;
+  color: #666;
+  display: flex;
+  align-items: center;
+}
+
+.source-class {
+  font-weight: bold;
+  color: var(--van-primary-color);
+}
+
+.request-id-label {
+  margin-right: 4px;
+  font-weight: bold;
+}
+
+.request-id-value {
+  cursor: pointer;
+  color: var(--van-primary-color);
+  text-decoration: underline;
+  word-break: break-all;
+}
+
+.request-id-value:hover {
+  opacity: 0.8;
+}
+
 .log-message {
   color: #323233;
   line-height: 1.4;
diff --git a/WebApi.Test/Budget/BudgetStatsTest.cs b/WebApi.Test/Budget/BudgetStatsTest.cs
new file mode 100644
index 0000000..251888d
--- /dev/null
+++ b/WebApi.Test/Budget/BudgetStatsTest.cs
@@ -0,0 +1,519 @@
+using Microsoft.Extensions.Logging;
+
+namespace WebApi.Test.Budget;
+
+public class BudgetStatsTest : BaseTest
+{
+    private readonly IBudgetRepository _budgetRepository = Substitute.For<IBudgetRepository>();
+    private readonly IBudgetArchiveRepository _budgetArchiveRepository = Substitute.For<IBudgetArchiveRepository>();
+    private readonly ITransactionRecordRepository _transactionsRepository = Substitute.For<ITransactionRecordRepository>();
+    private readonly IOpenAiService _openAiService = Substitute.For<IOpenAiService>();
+    private readonly IMessageService _messageService = Substitute.For<IMessageService>();
+    private readonly ILogger<BudgetService> _logger = Substitute.For<ILogger<BudgetService>>();
+    private readonly IBudgetSavingsService _budgetSavingsService = Substitute.For<IBudgetSavingsService>();
+    private readonly IDateTimeProvider _dateTimeProvider = Substitute.For<IDateTimeProvider>();
+    private readonly IBudgetStatsService _budgetStatsService;
+    private readonly BudgetService _service;
+
+    public BudgetStatsTest()
+    {
+        _dateTimeProvider.Now.Returns(new DateTime(2024, 1, 15));
+        
+        _budgetStatsService = new BudgetStatsService(
+            _budgetRepository,
+            _budgetArchiveRepository,
+            _transactionsRepository,
+            _dateTimeProvider,
+            Substitute.For<ILogger<BudgetStatsService>>()
+        );
+        
+        _service = new BudgetService(
+            _budgetRepository,
+            _budgetArchiveRepository,
+            _transactionsRepository,
+            _openAiService,
+            _messageService,
+            _logger,
+            _budgetSavingsService,
+            _dateTimeProvider,
+            _budgetStatsService
+        );
+    }
+
+    [Fact]
+    public async Task GetCategoryStats_月度_Test()
+    {
+        // Arrange
+        var referenceDate = new DateTime(2024, 1, 15);
+        var budgets = new List<BudgetRecord>
+        {
+            new() { Id = 1, Name = "吃喝", Limit = 2000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "餐饮,零食" },
+            new() { Id = 2, Name = "交通", Limit = 500, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "交通" }
+        };
+
+        _budgetRepository.GetAllAsync().Returns(budgets);
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(args =>
+            {
+                var b = (BudgetRecord)args[0];
+                return b.Name == "吃喝" ? 1200m : 300m;
+            });
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 1, 15), 1500m }  // 1月15日累计1500（吃喝1200+交通300）
+            });
+
+        // Act
+        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+
+        // Assert
+        result.Month.Limit.Should().Be(2500);  // 吃喝2000 + 交通500
+        result.Month.Current.Should().Be(1500); // 吃喝1200 + 交通300
+    }
+
+    [Fact]
+    public async Task GetCategoryStats_月度_硬性收支_Test()
+    {
+        // Arrange
+        var referenceDate = new DateTime(2024, 1, 15);
+        var budgets = new List<BudgetRecord>
+        {
+            new() { Id = 1, Name = "房租", Limit = 3100, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, IsMandatoryExpense = true }
+        };
+
+        _budgetRepository.GetAllAsync().Returns(budgets);
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(0m); // 实际支出的金额为0
+        
+        _dateTimeProvider.Now.Returns(referenceDate);
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
+            .Returns(new Dictionary<DateTime, decimal>());
+
+        // Act
+        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+
+        // Assert
+        // 1月有31天，15号经过了15天
+        // 3100 * 15 / 31 = 1500
+        result.Month.Limit.Should().Be(3100);
+        result.Month.Current.Should().Be(1500);
+    }
+
+    [Fact]
+    public async Task GetCategoryStats_年度_1月_Test()
+    {
+        // Arrange
+        var referenceDate = new DateTime(2024, 1, 15);
+        var budgets = new List<BudgetRecord>
+        {
+            new() { Id = 2, Name = "月度吃饭", Limit = 3000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "餐饮" },
+            new() { Id = 1, Name = "年度旅游", Limit = 12000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, SelectedCategories = "旅游" }
+        };
+
+        _budgetRepository.GetAllAsync().Returns(budgets);
+        
+        // 月度统计使用趋势统计数据（只包含月度预算的分类）
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 1),
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 31),
+            TransactionType.Expense,
+            Arg.Is<List<string>>(list => list.Count == 1 && list.Contains("餐饮")),  // 只包含月度预算的分类
+            false)
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 1, 15), 800m }  // 1月15日月度吃饭累计800
+            });
+        
+        // 年度统计使用GetCurrentAmountAsync
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(args =>
+            {
+                var b = (BudgetRecord)args[0];
+                var startDate = (DateTime)args[1];
+                
+                // 年度范围查询 - 年度旅游
+                if (startDate.Month == 1 && startDate.Day == 1)
+                {
+                    return b.Name == "年度旅游" ? 2000m : 0m;
+                }
+                return 0m;
+            });
+        
+        // 年度趋势统计（包含所有分类）
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 1),
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 12 && d.Day == 31),
+            TransactionType.Expense,
+            Arg.Is<List<string>>(list => list.Count == 2),  // 包含所有分类：餐饮、旅游
+            true)
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 1, 1), 2800m }  // 1月累计：月度吃饭800 + 年度旅游2000 = 2800
+            });
+
+        // Act
+        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+
+        // Assert
+        // 月度统计中：只包含月度预算
+        result.Month.Limit.Should().Be(3000);       // 月度吃饭3000
+        result.Month.Current.Should().Be(800);      // 月度吃饭已用800
+        result.Month.Count.Should().Be(1);          // 只包含1个月度预算
+        
+        // 年度统计中：包含所有预算（月度预算按剩余月份折算）
+        // 1月时剩余月份 = 12 - 1 + 1 = 12个月
+        result.Year.Limit.Should().Be(12000 + (3000 * 12));  // 年度旅游12000 + 月度吃饭折算年度(3000*12=36000) = 48000
+        result.Year.Current.Should().Be(2000 + 800);         // 年度旅游2000 + 月度吃饭800 = 2800
+        result.Year.Count.Should().Be(2);                    // 包含2个预算（1个月度+1个年度）
+    }
+
+    [Fact]
+    public async Task GetCategoryStats_年度_1月_硬性收支_Test()
+    {
+        // Arrange
+        var referenceDate = new DateTime(2024, 1, 1); // 元旦
+        var budgets = new List<BudgetRecord>
+        {
+            new() { Id = 1, Name = "年度固定支出", Limit = 3660, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, IsMandatoryExpense = true }
+        };
+
+        _budgetRepository.GetAllAsync().Returns(budgets);
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>()).Returns(0m);
+        _dateTimeProvider.Now.Returns(referenceDate);
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
+            .Returns(new Dictionary<DateTime, decimal>());
+
+        // Act
+        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+
+        // Assert
+        // 2024是闰年，366天。1月1号是第1天。
+        // 3660 * 1 / 366 = 10
+        result.Year.Limit.Should().Be(3660);
+        result.Year.Current.Should().Be(10);
+    }
+
+    [Fact]
+    public async Task GetCategoryStats_年度_3月_硬性收支_Test()
+    {
+        // Arrange
+        var referenceDate = new DateTime(2024, 3, 31); // 3月最后一天
+        var budgets = new List<BudgetRecord>
+        {
+            new() { Id = 1, Name = "年度固定支出", Limit = 3660, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, IsMandatoryExpense = true }
+        };
+
+        _budgetRepository.GetAllAsync().Returns(budgets);
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>()).Returns(0m);
+        _dateTimeProvider.Now.Returns(referenceDate);
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
+            .Returns(new Dictionary<DateTime, decimal>());
+
+        // Act
+        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+
+        // Assert
+        // 2024是闰年。1月(31) + 2月(29) + 3月(31) = 91天
+        // 3660 * 91 / 366 = 910
+        result.Year.Limit.Should().Be(3660);
+        result.Year.Current.Should().Be(910);
+    }
+
+    [Fact]
+    public async Task GetCategoryStats_月度_发生年度收支_Test()
+    {
+        // Arrange
+        var referenceDate = new DateTime(2024, 1, 15);
+        
+        // 设置预算：包含月度预算和年度预算
+        var budgets = new List<BudgetRecord>
+        {
+            // 月度预算：吃喝
+            new() { Id = 1, Name = "吃喝", Limit = 2000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "餐饮,零食" },
+            
+            // 月度预算：交通
+            new() { Id = 2, Name = "交通", Limit = 500, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "交通" },
+            
+            // 年度预算：年度旅游（当前月度发生了相关支出）
+            new() { Id = 3, Name = "年度旅游", Limit = 12000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, SelectedCategories = "旅游,度假" },
+            
+            // 年度预算：年度奖金（当前月度发生了相关收入）
+            new() { Id = 4, Name = "年度奖金", Limit = 50000, Category = BudgetCategory.Income, Type = BudgetPeriodType.Year, SelectedCategories = "奖金,年终奖" }
+        };
+
+        _budgetRepository.GetAllAsync().Returns(budgets);
+        
+        // 设置月度预算的当前金额
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
+            .Returns(args =>
+            {
+                var b = (BudgetRecord)args[0];
+                return b.Name switch
+                {
+                    "吃喝" => 1200m,      // 月度预算：已用1200元
+                    "交通" => 300m,       // 月度预算：已用300元
+                    "年度旅游" => 2000m,   // 年度预算：1月份已用2000元
+                    "年度奖金" => 10000m,  // 年度预算：1月份已收10000元
+                    _ => 0m
+                };
+            });
+        
+        // 设置月度趋势统计数据：只包含月度预算相关的分类（餐饮、零食、交通）
+        // 注意：不应包含年度预算的分类（旅游、度假、奖金、年终奖）
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
+            TransactionType.Expense,
+            Arg.Is<List<string>>(list => list.Count == 3 && list.Contains("餐饮") && list.Contains("零食") && list.Contains("交通")),
+            false)
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 1, 15), 1500m }  // 1月15日累计1500（吃喝1200+交通300，不包含年度旅游2000）
+            });
+        
+        // 设置年度趋势统计数据：包含所有预算相关的分类
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 1),
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 12 && d.Day == 31),
+            TransactionType.Expense,
+            Arg.Is<List<string>>(list => list.Count == 5),  // 餐饮、零食、交通、旅游、度假
+            true)
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 1, 1), 3500m }  // 1月累计3500（吃喝1200+交通300+年度旅游2000）
+            });
+        
+        // 设置收入相关的趋势统计数据
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1),
+            TransactionType.Income,
+            Arg.Any<List<string>>(),
+            false)
+            .Returns(new Dictionary<DateTime, decimal>());  // 月度收入为空
+        
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 1 && d.Day == 1),
+            Arg.Is<DateTime>(d => d.Year == 2024 && d.Month == 12 && d.Day == 31),
+            TransactionType.Income,
+            Arg.Any<List<string>>(),
+            true)
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 1, 1), 10000m }  // 年度奖金10000
+            });
+
+        // Act - 测试支出统计
+        var expenseResult = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+        
+        // Act - 测试收入统计
+        var incomeResult = await _service.GetCategoryStatsAsync(BudgetCategory.Income, referenceDate);
+
+        // Assert - 支出月度统计：只包含月度预算，不包含年度预算
+        expenseResult.Month.Limit.Should().Be(2500);  // 吃喝2000 + 交通500
+        expenseResult.Month.Current.Should().Be(1500); // 吃喝1200 + 交通300（不包含年度旅游2000）
+        expenseResult.Month.Count.Should().Be(2);      // 只包含2个月度预算
+        expenseResult.Month.Rate.Should().Be(1500m / 2500m * 100); // 60%
+
+        // Assert - 支出年度统计：包含所有预算（月度+年度）
+        // 1月时剩余月份 = 12 - 1 + 1 = 12个月
+        expenseResult.Year.Limit.Should().Be(12000 + (2500 * 12)); // 年度旅游12000 + 月度预算折算为年度(2500*12)
+        expenseResult.Year.Current.Should().Be(3500);              // 吃喝1200 + 交通300 + 年度旅游2000
+        expenseResult.Year.Count.Should().Be(3);                   // 包含3个预算（2个月度+1个年度）
+
+        // Assert - 收入月度统计：只包含月度预算（这里没有月度收入预算，所以应该为0）
+        incomeResult.Month.Limit.Should().Be(0);      // 没有月度收入预算
+        incomeResult.Month.Current.Should().Be(0);    // 没有月度收入预算（不包含年度奖金10000）
+        incomeResult.Month.Count.Should().Be(0);      // 没有月度收入预算
+
+        // Assert - 收入年度统计：包含所有预算（只有年度收入预算）
+        incomeResult.Year.Limit.Should().Be(50000);   // 年度奖金50000
+        incomeResult.Year.Current.Should().Be(10000); // 年度奖金已收10000
+        incomeResult.Year.Count.Should().Be(1);       // 包含1个年度收入预算
+    }
+
+        
+    [Fact]
+    public async Task GetCategoryStats_年度_3月_2月预算变更_Test()
+    {
+        // Arrange
+        // 测试场景：2024年3月查看年度预算统计，其中2月份发生了预算变更（吃喝预算从2000增加到2500）
+        var referenceDate = new DateTime(2024, 3, 15);
+        
+        // 设置当前时间，确保3月被认为是当前月份
+        _dateTimeProvider.Now.Returns(new DateTime(2024, 3, 15));
+        
+        // 当前3月份有效的预算
+        var currentBudgets = new List<BudgetRecord>
+        {
+            new() { Id = 1, Name = "吃喝", Limit = 2500, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "餐饮,零食" }, // 2月预算变更后
+            new() { Id = 2, Name = "交通", Limit = 500, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "交通" },
+            new() { Id = 3, Name = "年度旅游", Limit = 12000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, SelectedCategories = "旅游,度假" }
+        };
+
+        // 2月份的归档数据（预算变更前）
+        var febArchive = new BudgetArchive
+        {
+            Year = 2024,
+            Month = 2,
+            Content = new[]
+            {
+                new BudgetArchiveContent
+                {
+                    Id = 1,
+                    Name = "吃喝",
+                    Limit = 2000,  // 2月份时预算还是2000
+                    Actual = 1800,  // 2月份实际花费1800
+                    Category = BudgetCategory.Expense,
+                    Type = BudgetPeriodType.Month,
+                    SelectedCategories = new[] { "餐饮", "零食" }
+                },
+                new BudgetArchiveContent
+                {
+                    Id = 2,
+                    Name = "交通",
+                    Limit = 500,
+                    Actual = 300,
+                    Category = BudgetCategory.Expense,
+                    Type = BudgetPeriodType.Month,
+                    SelectedCategories = new[] { "交通" }
+                }
+            }
+        };
+
+        // 1月份的归档数据
+        var janArchive = new BudgetArchive
+        {
+            Year = 2024,
+            Month = 1,
+            Content = new[]
+            {
+                new BudgetArchiveContent
+                {
+                    Id = 1,
+                    Name = "吃喝",
+                    Limit = 2000,  // 1月份预算也是2000
+                    Actual = 1500,  // 1月份实际花费1500
+                    Category = BudgetCategory.Expense,
+                    Type = BudgetPeriodType.Month,
+                    SelectedCategories = new[] { "餐饮", "零食" }
+                },
+                new BudgetArchiveContent
+                {
+                    Id = 2,
+                    Name = "交通",
+                    Limit = 500,
+                    Actual = 250,
+                    Category = BudgetCategory.Expense,
+                    Type = BudgetPeriodType.Month,
+                    SelectedCategories = new[] { "交通" }
+                }
+            }
+        };
+
+        // 设置仓储响应
+        _budgetRepository.GetAllAsync().Returns(currentBudgets);
+        
+        // 设置归档仓储响应
+        _budgetArchiveRepository.GetArchiveAsync(2024, 2).Returns(febArchive);
+        _budgetArchiveRepository.GetArchiveAsync(2024, 1).Returns(janArchive);
+        
+        // 设置月度预算的当前金额查询（仅用于3月份）
+        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Is<DateTime>(d => d.Month == 3), Arg.Is<DateTime>(d => d.Month == 3))
+            .Returns(args =>
+            {
+                var b = (BudgetRecord)args[0];
+                return b.Name switch
+                {
+                    "吃喝" => 800m,   // 3月份已花费800
+                    "交通" => 200m,   // 3月份已花费200
+                    _ => 0m
+                };
+            });
+        
+        // 年度旅游的年度金额查询
+        _budgetRepository.GetCurrentAmountAsync(
+            Arg.Is<BudgetRecord>(b => b.Id == 3), 
+            Arg.Is<DateTime>(d => d.Month == 1), 
+            Arg.Is<DateTime>(d => d.Month == 12))
+            .Returns(2500m);  // 年度旅游1-3月已花费2500
+
+        // 设置趋势统计数据查询（用于月度统计）
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Month == 3),
+            Arg.Is<DateTime>(d => d.Month == 3),
+            Arg.Any<TransactionType>(),
+            Arg.Any<List<string>>(),
+            Arg.Any<bool>())
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                { new DateTime(2024, 3, 15), 1000m }  // 3月15日累计1000（吃喝800+交通200）
+            });
+
+        // 年度趋势统计数据查询
+        // 注意：年度统计使用GetFilteredTrendStatisticsAsync获取趋势数据
+        // 需要返回所有分类的累计金额，包括年度旅游的2500
+        _transactionsRepository.GetFilteredTrendStatisticsAsync(
+            Arg.Is<DateTime>(d => d.Month == 1),
+            Arg.Is<DateTime>(d => d.Month == 12),
+            Arg.Any<TransactionType>(),
+            Arg.Any<List<string>>(),
+            Arg.Is<bool>(b => b == true))
+            .Returns(new Dictionary<DateTime, decimal>
+            {
+                // 3月累计：月度预算1000 + 年度旅游2500 = 3500
+                { new DateTime(2024, 3, 1), 3500m }
+            });
+
+        // Act
+        // 直接测试BudgetStatsService，而不是通过BudgetService
+        var budgetStatsService = new BudgetStatsService(
+            _budgetRepository,
+            _budgetArchiveRepository,
+            _transactionsRepository,
+            _dateTimeProvider,
+            Substitute.For<ILogger<BudgetStatsService>>()
+        );
+        
+        var result = await budgetStatsService.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
+
+        // Assert - 月度统计（3月份）
+        // 月度统计应该只包含月度预算，使用当前预算限额
+        result.Month.Limit.Should().Be(3000);  // 吃喝2500 + 交通500（使用变更后的预算）
+        result.Month.Current.Should().Be(1000); // 吃喝800 + 交通200
+        result.Month.Count.Should().Be(2);      // 包含2个月度预算
+        
+        // Assert - 年度统计（需要考虑预算变更和剩余月份）
+        // 新逻辑：
+        // 1. 对于归档数据，直接使用归档的限额，不折算
+        // 2. 对于当前及未来月份，使用当前预算 × 剩余月份
+        //
+        // 预期年度限额计算：
+        // 1月归档：吃喝2000 + 交通500 = 2500
+        // 2月归档：吃喝2000 + 交通500 = 2500
+        // 3-12月剩余（12 - 3 + 1 = 10个月）：吃喝2500×10 + 交通500×10 = 30000
+        // 年度旅游：12000
+        // 总计：2500 + 2500 + 30000 + 12000 = 47000
+        result.Year.Limit.Should().Be(47000);
+        
+        // 预期年度实际金额：
+        // 根据趋势统计数据，3月累计: 月度预算1000 + 年度旅游2500 = 3500
+        result.Year.Current.Should().Be(3500);
+        
+        // 应该包含：
+        // - 1月归档的月度预算：吃喝、1个
+        // - 1月归档的月度预算：交通、1个  
+        // - 2月归档的月度预算：吃喝、1个
+        // - 2月归档的月度预算：交通、1个
+        // - 3-12月的月度预算：吃喝、1个
+        // - 3-12月的月度预算：交通、1个
+        // - 年度旅游：1个
+        // 总计：7个
+        result.Year.Count.Should().Be(7);
+        
+        // 验证使用率计算正确
+        result.Month.Rate.Should().BeApproximately(1000m / 3000m * 100, 0.01m);
+        result.Year.Rate.Should().BeApproximately(3500m / 47000m * 100, 0.01m);
+    }
+}
\ No newline at end of file
diff --git a/WebApi.Test/Budget/BudgetTest.cs b/WebApi.Test/Budget/BudgetTest.cs
deleted file mode 100644
index 2a19ccc..0000000
--- a/WebApi.Test/Budget/BudgetTest.cs
+++ /dev/null
@@ -1,241 +0,0 @@
-using Microsoft.Extensions.Logging;
-using Common;
-
-namespace WebApi.Test.Budget;
-
-public class BudgetTest : BaseTest
-{
-    private readonly IBudgetRepository _budgetRepository = Substitute.For<IBudgetRepository>();
-    private readonly IBudgetArchiveRepository _budgetArchiveRepository = Substitute.For<IBudgetArchiveRepository>();
-    private readonly ITransactionRecordRepository _transactionsRepository = Substitute.For<ITransactionRecordRepository>();
-    private readonly IOpenAiService _openAiService = Substitute.For<IOpenAiService>();
-    private readonly IMessageService _messageService = Substitute.For<IMessageService>();
-    private readonly ILogger<BudgetService> _logger = Substitute.For<ILogger<BudgetService>>();
-    private readonly IBudgetSavingsService _budgetSavingsService = Substitute.For<IBudgetSavingsService>();
-    private readonly IDateTimeProvider _dateTimeProvider = Substitute.For<IDateTimeProvider>();
-    private readonly BudgetService _service;
-
-    public BudgetTest()
-    {
-        _dateTimeProvider.Now.Returns(new DateTime(2024, 1, 15));
-        _service = new BudgetService(
-            _budgetRepository,
-            _budgetArchiveRepository,
-            _transactionsRepository,
-            _openAiService,
-            _messageService,
-            _logger,
-            _budgetSavingsService,
-            _dateTimeProvider
-        );
-    }
-
-    [Fact]
-    public async Task GetCategoryStats_月度_Test()
-    {
-        // Arrange
-        var referenceDate = new DateTime(2024, 1, 15);
-        var budgets = new List<BudgetRecord>
-        {
-            new() { Id = 1, Name = "吃喝", Limit = 2000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "餐饮,零食" },
-            new() { Id = 2, Name = "交通", Limit = 500, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "交通" }
-        };
-
-        _budgetRepository.GetAllAsync().Returns(budgets);
-        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
-            .Returns(args =>
-            {
-                var b = (BudgetRecord)args[0];
-                return b.Name == "吃喝" ? 1200m : 300m;
-            });
-        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
-            .Returns(new Dictionary<DateTime, decimal>());
-
-        // Act
-        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
-
-        // Assert
-        result.Month.Limit.Should().Be(2500);  // 吃喝2000 + 交通500
-        result.Month.Current.Should().Be(1500); // 吃喝1200 + 交通300
-    }
-
-    [Fact]
-    public async Task GetCategoryStats_月度_硬性收支_Test()
-    {
-        // Arrange
-        var referenceDate = new DateTime(2024, 1, 15);
-        var budgets = new List<BudgetRecord>
-        {
-            new() { Id = 1, Name = "房租", Limit = 3100, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, IsMandatoryExpense = true }
-        };
-
-        _budgetRepository.GetAllAsync().Returns(budgets);
-        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
-            .Returns(0m); // 实际支出的金额为0
-        
-        _dateTimeProvider.Now.Returns(referenceDate);
-        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
-            .Returns(new Dictionary<DateTime, decimal>());
-
-        // Act
-        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
-
-        // Assert
-        // 1月有31天，15号经过了15天
-        // 3100 * 15 / 31 = 1500
-        result.Month.Limit.Should().Be(3100);
-        result.Month.Current.Should().Be(1500);
-    }
-
-    [Fact]
-    public async Task GetCategoryStats_年度_1月_Test()
-    {
-        // Arrange
-        var referenceDate = new DateTime(2024, 1, 15);
-        var budgets = new List<BudgetRecord>
-        {
-            new() { Id = 1, Name = "年度旅游", Limit = 12000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year }
-        };
-
-        _budgetRepository.GetAllAsync().Returns(budgets);
-        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Is<DateTime>(d => d.Month == 1 && d.Day == 1), Arg.Is<DateTime>(d => d.Month == 12 && d.Day == 31))
-            .Returns(2000m);
-        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
-            .Returns(new Dictionary<DateTime, decimal>());
-
-        // Act
-        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
-
-        // Assert
-        // 月度统计中，年度预算被忽略 (Limit=0)
-        result.Month.Limit.Should().Be(0);
-        result.Month.Current.Should().Be(0);
-        
-        // 年度统计中
-        result.Year.Limit.Should().Be(12000);
-        result.Year.Current.Should().Be(2000);
-    }
-
-    [Fact]
-    public async Task GetCategoryStats_年度_1月_硬性收支_Test()
-    {
-        // Arrange
-        var referenceDate = new DateTime(2024, 1, 1); // 元旦
-        var budgets = new List<BudgetRecord>
-        {
-            new() { Id = 1, Name = "年度固定支出", Limit = 3660, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, IsMandatoryExpense = true }
-        };
-
-        _budgetRepository.GetAllAsync().Returns(budgets);
-        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>()).Returns(0m);
-        _dateTimeProvider.Now.Returns(referenceDate);
-        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
-            .Returns(new Dictionary<DateTime, decimal>());
-
-        // Act
-        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
-
-        // Assert
-        // 2024是闰年，366天。1月1号是第1天。
-        // 3660 * 1 / 366 = 10
-        result.Year.Limit.Should().Be(3660);
-        result.Year.Current.Should().Be(10);
-    }
-
-    [Fact]
-    public async Task GetCategoryStats_年度_3月_硬性收支_Test()
-    {
-        // Arrange
-        var referenceDate = new DateTime(2024, 3, 31); // 3月最后一天
-        var budgets = new List<BudgetRecord>
-        {
-            new() { Id = 1, Name = "年度固定支出", Limit = 3660, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, IsMandatoryExpense = true }
-        };
-
-        _budgetRepository.GetAllAsync().Returns(budgets);
-        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>()).Returns(0m);
-        _dateTimeProvider.Now.Returns(referenceDate);
-        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
-            .Returns(new Dictionary<DateTime, decimal>());
-
-        // Act
-        var result = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
-
-        // Assert
-        // 2024是闰年。1月(31) + 2月(29) + 3月(31) = 91天
-        // 3660 * 91 / 366 = 910
-        result.Year.Limit.Should().Be(3660);
-        result.Year.Current.Should().Be(910);
-    }
-
-    [Fact]
-    public async Task GetCategoryStats_月度_发生年度收支_Test()
-    {
-        // Arrange
-        var referenceDate = new DateTime(2024, 1, 15);
-        
-        // 设置预算：包含月度预算和年度预算
-        var budgets = new List<BudgetRecord>
-        {
-            // 月度预算：吃喝
-            new() { Id = 1, Name = "吃喝", Limit = 2000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "餐饮,零食" },
-            
-            // 月度预算：交通
-            new() { Id = 2, Name = "交通", Limit = 500, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Month, SelectedCategories = "交通" },
-            
-            // 年度预算：年度旅游（当前月度发生了相关支出）
-            new() { Id = 3, Name = "年度旅游", Limit = 12000, Category = BudgetCategory.Expense, Type = BudgetPeriodType.Year, SelectedCategories = "旅游,度假" },
-            
-            // 年度预算：年度奖金（当前月度发生了相关收入）
-            new() { Id = 4, Name = "年度奖金", Limit = 50000, Category = BudgetCategory.Income, Type = BudgetPeriodType.Year, SelectedCategories = "奖金,年终奖" }
-        };
-
-        _budgetRepository.GetAllAsync().Returns(budgets);
-        
-        // 设置月度预算的当前金额
-        _budgetRepository.GetCurrentAmountAsync(Arg.Any<BudgetRecord>(), Arg.Any<DateTime>(), Arg.Any<DateTime>())
-            .Returns(args =>
-            {
-                var b = (BudgetRecord)args[0];
-                return b.Name switch
-                {
-                    "吃喝" => 1200m,      // 月度预算：已用1200元
-                    "交通" => 300m,       // 月度预算：已用300元
-                    "年度旅游" => 2000m,   // 年度预算：1月份已用2000元
-                    "年度奖金" => 10000m,  // 年度预算：1月份已收10000元
-                    _ => 0m
-                };
-            });
-        
-        // 设置趋势统计数据为空（简化测试）
-        _transactionsRepository.GetFilteredTrendStatisticsAsync(Arg.Any<DateTime>(), Arg.Any<DateTime>(), Arg.Any<TransactionType>(), Arg.Any<List<string>>(), Arg.Any<bool>())
-            .Returns(new Dictionary<DateTime, decimal>());
-
-        // Act - 测试支出统计
-        var expenseResult = await _service.GetCategoryStatsAsync(BudgetCategory.Expense, referenceDate);
-        
-        // Act - 测试收入统计
-        var incomeResult = await _service.GetCategoryStatsAsync(BudgetCategory.Income, referenceDate);
-
-        // Assert - 支出月度统计：只包含月度预算
-        expenseResult.Month.Limit.Should().Be(2500);  // 吃喝2000 + 交通500
-        expenseResult.Month.Current.Should().Be(1500); // 吃喝1200 + 交通300
-        expenseResult.Month.Count.Should().Be(2);      // 只包含2个月度预算
-        expenseResult.Month.Rate.Should().Be(1500m / 2500m * 100); // 60%
-
-        // Assert - 支出年度统计：包含所有预算（月度+年度）
-        expenseResult.Year.Limit.Should().Be(12000 + (2500 * 12)); // 年度旅游12000 + 月度预算折算为年度(2500*12)
-        expenseResult.Year.Current.Should().Be(2000 + 1500);       // 年度旅游2000 + 月度预算1500
-        expenseResult.Year.Count.Should().Be(3);                   // 包含3个预算（2个月度+1个年度）
-
-        // Assert - 收入月度统计：只包含月度预算（这里没有月度收入预算，所以应该为0）
-        incomeResult.Month.Limit.Should().Be(0);      // 没有月度收入预算
-        incomeResult.Month.Current.Should().Be(0);    // 没有月度收入预算
-        incomeResult.Month.Count.Should().Be(0);      // 没有月度收入预算
-
-        // Assert - 收入年度统计：包含所有预算（只有年度收入预算）
-        incomeResult.Year.Limit.Should().Be(50000);   // 年度奖金50000
-        incomeResult.Year.Current.Should().Be(10000); // 年度奖金已收10000
-        incomeResult.Year.Count.Should().Be(1);       // 包含1个年度收入预算
-    }
-}
\ No newline at end of file
diff --git a/WebApi/Controllers/LogController.cs b/WebApi/Controllers/LogController.cs
index d2d1e1b..1079aed 100644
--- a/WebApi/Controllers/LogController.cs
+++ b/WebApi/Controllers/LogController.cs
@@ -1,4 +1,4 @@
-using System.Text.RegularExpressions;
+using System.Text.RegularExpressions;
 
 namespace WebApi.Controllers;
 
@@ -9,14 +9,15 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
     /// <summary>
     /// 获取日志列表（分页）
     /// </summary>
-    [HttpGet]
-    public async Task<PagedResponse<LogEntry>> GetListAsync(
-        [FromQuery] int pageIndex = 1,
-        [FromQuery] int pageSize = 50,
-        [FromQuery] string? searchKeyword = null,
-        [FromQuery] string? logLevel = null,
-        [FromQuery] string? date = null
-    )
+[HttpGet]
+public async Task<PagedResponse<LogEntry>> GetListAsync(
+    [FromQuery] int pageIndex = 1,
+    [FromQuery] int pageSize = 50,
+    [FromQuery] string? searchKeyword = null,
+    [FromQuery] string? logLevel = null,
+    [FromQuery] string? date = null,
+    [FromQuery] string? className = null
+)
     {
         try
         {
@@ -52,7 +53,8 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
                 pageIndex,
                 pageSize,
                 searchKeyword,
-                logLevel);
+                logLevel,
+                className);
 
             var pagedData = logEntries;
 
@@ -65,6 +67,80 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
         }
     }
 
+    /// <summary>
+    /// 根据请求ID查询关联日志
+    /// </summary>
+    [HttpGet]
+    public async Task<PagedResponse<LogEntry>> GetLogsByRequestIdAsync(
+        [FromQuery] string requestId,
+        [FromQuery] int pageIndex = 1,
+        [FromQuery] int pageSize = 50,
+        [FromQuery] string? date = null
+    )
+    {
+        try
+        {
+            if (string.IsNullOrEmpty(requestId))
+            {
+                return PagedResponse<LogEntry>.Fail("请求ID不能为空");
+            }
+
+            // 获取日志目录
+            var logDirectory = Path.Combine(Directory.GetCurrentDirectory(), "logs");
+            if (!Directory.Exists(logDirectory))
+            {
+                return PagedResponse<LogEntry>.Fail("日志目录不存在");
+            }
+
+            // 确定要读取的日志文件
+            string[] logFiles;
+            if (!string.IsNullOrEmpty(date))
+            {
+                var logFilePath = Path.Combine(logDirectory, $"log-{date}.txt");
+                logFiles = System.IO.File.Exists(logFilePath) ? [logFilePath] : [];
+            }
+            else
+            {
+                // 读取最近7天的日志文件
+                logFiles = Directory.GetFiles(logDirectory, "log-*.txt")
+                    .OrderByDescending(f => f)
+                    .Take(7)
+                    .ToArray();
+            }
+
+            var allLogs = new List<LogEntry>();
+
+            foreach (var logFile in logFiles)
+            {
+                var lines = await ReadAllLinesAsync(logFile);
+                var merged = MergeMultiLineLog(lines);
+
+                foreach (var line in merged)
+                {
+                    var entry = ParseLogLine(line);
+                    if (entry != null && entry.RequestId == requestId)
+                    {
+                        allLogs.Add(entry);
+                    }
+                }
+            }
+
+            // 按时间倒序排序
+            allLogs = allLogs.OrderByDescending(l => l.Timestamp).ToList();
+
+            var total = allLogs.Count;
+            var skip = Math.Max(0, (pageIndex - 1) * pageSize);
+            var pagedData = allLogs.Skip(skip).Take(pageSize).ToList();
+
+            return PagedResponse<LogEntry>.Done(pagedData.ToArray(), total);
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "根据请求ID查询日志失败: RequestId={RequestId}", requestId);
+            return PagedResponse<LogEntry>.Fail($"查询失败: {ex.Message}");
+        }
+    }
+
     /// <summary>
     /// 获取可用的日志日期列表
     /// </summary>
@@ -95,6 +171,58 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
         }
     }
 
+    /// <summary>
+    /// 获取可用的类名列表
+    /// </summary>
+    [HttpGet]
+    public BaseResponse<string[]> GetAvailableClassNames([FromQuery] string? date = null)
+    {
+        try
+        {
+            var logDirectory = Path.Combine(Directory.GetCurrentDirectory(), "logs");
+            if (!Directory.Exists(logDirectory))
+            {
+                return ((string[])[]).Ok();
+            }
+
+            string logFilePath;
+            if (!string.IsNullOrEmpty(date))
+            {
+                logFilePath = Path.Combine(logDirectory, $"log-{date}.txt");
+            }
+            else
+            {
+                var today = DateTime.Now.ToString("yyyyMMdd");
+                logFilePath = Path.Combine(logDirectory, $"log-{today}.txt");
+            }
+
+            if (!System.IO.File.Exists(logFilePath))
+            {
+                return ((string[])[]).Ok();
+            }
+
+            var classNames = new HashSet<string>();
+            var lines = ReadAllLinesAsync(logFilePath).GetAwaiter().GetResult();
+            var merged = MergeMultiLineLog(lines);
+
+            foreach (var line in merged)
+            {
+                var entry = ParseLogLine(line);
+                if (entry != null && !string.IsNullOrEmpty(entry.ClassName))
+                {
+                    classNames.Add(entry.ClassName);
+                }
+            }
+
+            return classNames.OrderBy(c => c).ToArray().Ok();
+        }
+        catch (Exception ex)
+        {
+            logger.LogError(ex, "获取类名列表失败");
+            return $"获取类名列表失败: {ex.Message}".Fail<string[]>();
+        }
+}
+
     /// <summary>
     /// 合并多行日志（已废弃，现在在流式读取中处理）
     /// </summary>
@@ -150,22 +278,71 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
     {
         try
         {
-            // 日志格式示例: [2025-12-29 16:38:45.730 +08:00] [INF] Message here
+            // 日志格式示例: [2025-12-29 16:38:45.730 +08:00] [INF] [request-id] [SourceContext] Message here
             // 使用正则表达式解析
             // 使用 Singleline 模式使 '.' 可以匹配换行，这样 multi-line 消息可以被完整捕获。
             var match = Regex.Match(
                 line,
-                @"^\[(\d{4}-\d{2}-\d{2} \d{2}:\d{2}:\d{2}\.\d{3} [+-]\d{2}:\d{2})\] \[([A-Z]{2,5})\] ([\s\S]*)$",
+                @"^\[(\d{4}-\d{2}-\d{2} \d{2}:\d{2}:\d{2}\.\d{3} [+-]\d{2}:\d{2})\] \[([A-Z]{2,5})\] \[([^]]*)\] \[([^]]*)\] ([\s\S]*)$",
                 RegexOptions.Singleline
             );
 
             if (match.Success)
             {
+                var sourceContext = match.Groups[4].Value;
+                var (className, methodName) = ParseSourceContext(sourceContext);
+
                 return new LogEntry
                 {
                     Timestamp = match.Groups[1].Value,
                     Level = match.Groups[2].Value,
-                    Message = match.Groups[3].Value
+                    RequestId = match.Groups[3].Value,
+                    ClassName = className,
+                    MethodName = methodName,
+                    Message = match.Groups[5].Value
+                };
+            }
+
+            // 尝试解析旧的日志格式（没有请求ID，有 SourceContext）
+            var oldMatch = Regex.Match(
+                line,
+                @"^\[(\d{4}-\d{2}-\d{2} \d{2}:\d{2}:\d{2}\.\d{3} [+-]\d{2}:\d{2})\] \[([A-Z]{2,5})\] \[([^]]*)\] ([\s\S]*)$",
+                RegexOptions.Singleline
+            );
+
+            if (oldMatch.Success)
+            {
+                var sourceContext = oldMatch.Groups[3].Value;
+                var (className, methodName) = ParseSourceContext(sourceContext);
+
+                return new LogEntry
+                {
+                    Timestamp = oldMatch.Groups[1].Value,
+                    Level = oldMatch.Groups[2].Value,
+                    RequestId = "",
+                    ClassName = className,
+                    MethodName = methodName,
+                    Message = oldMatch.Groups[4].Value
+                };
+            }
+
+            // 尝试解析更旧的日志格式（没有请求ID和 SourceContext）
+            var veryOldMatch = Regex.Match(
+                line,
+                @"^\[(\d{4}-\d{2}-\d{2} \d{2}:\d{2}:\d{2}\.\d{3} [+-]\d{2}:\d{2})\] \[([A-Z]{2,5})\] ([\s\S]*)$",
+                RegexOptions.Singleline
+            );
+
+            if (veryOldMatch.Success)
+            {
+                return new LogEntry
+                {
+                    Timestamp = veryOldMatch.Groups[1].Value,
+                    Level = veryOldMatch.Groups[2].Value,
+                    RequestId = "",
+                    ClassName = "",
+                    MethodName = "",
+                    Message = veryOldMatch.Groups[3].Value
                 };
             }
 
@@ -183,29 +360,52 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
         }
     }
 
+    /// <summary>
+    /// 解析 SourceContext，提取类名
+    /// </summary>
+    private (string className, string methodName) ParseSourceContext(string sourceContext)
+    {
+        if (string.IsNullOrWhiteSpace(sourceContext))
+        {
+            return ("", "");
+        }
+
+        // SourceContext 格式是完整的命名空间.类名，如: Service.Budget.BudgetStatsService
+        // 提取最后一个部分作为类名
+        var parts = sourceContext.Split('.');
+        if (parts.Length == 0)
+        {
+            return ("", "");
+        }
+
+        var className = parts[^1];
+        return (className, "");
+    }
+
     /// <summary>
     /// 读取日志
     /// </summary>
-    private async Task<(List<LogEntry> entries, int total)> ReadLogsAsync(
-        string path,
-        int pageIndex,
-        int pageSize,
-        string? searchKeyword,
-        string? logLevel)
+private async Task<(List<LogEntry> entries, int total)> ReadLogsAsync(
+    string path,
+    int pageIndex,
+    int pageSize,
+    string? searchKeyword,
+    string? logLevel,
+    string? className)
+{
+    var allLines = await ReadAllLinesAsync(path);
+
+    var merged = MergeMultiLineLog(allLines);
+
+    var parsed = new List<LogEntry>();
+    foreach (var line in merged)
     {
-        var allLines = await ReadAllLinesAsync(path);
-
-        var merged = MergeMultiLineLog(allLines);
-
-        var parsed = new List<LogEntry>();
-        foreach (var line in merged)
+        var entry = ParseLogLine(line);
+        if (entry != null && PassFilter(entry, searchKeyword, logLevel, className))
         {
-            var entry = ParseLogLine(line);
-            if (entry != null && PassFilter(entry, searchKeyword, logLevel))
-            {
-                parsed.Add(entry);
-            }
+            parsed.Add(entry);
         }
+    }
 
         parsed.Reverse();
 
@@ -219,23 +419,29 @@ public class LogController(ILogger<LogController> logger) : ControllerBase
     /// <summary>
     /// 检查日志条目是否通过过滤条件
     /// </summary>
-    private bool PassFilter(LogEntry logEntry, string? searchKeyword, string? logLevel)
+private bool PassFilter(LogEntry logEntry, string? searchKeyword, string? logLevel, string? className)
+{
+    if (!string.IsNullOrEmpty(searchKeyword) &&
+        !logEntry.Message.Contains(searchKeyword, StringComparison.OrdinalIgnoreCase))
     {
-        if (!string.IsNullOrEmpty(searchKeyword) &&
-            !logEntry.Message.Contains(searchKeyword, StringComparison.OrdinalIgnoreCase))
-        {
-            return false;
-        }
-
-        if (!string.IsNullOrEmpty(logLevel) &&
-            !logEntry.Level.Equals(logLevel, StringComparison.OrdinalIgnoreCase))
-        {
-            return false;
-        }
-
-        return true;
+        return false;
     }
 
+    if (!string.IsNullOrEmpty(logLevel) &&
+        !logEntry.Level.Equals(logLevel, StringComparison.OrdinalIgnoreCase))
+    {
+        return false;
+    }
+
+    if (!string.IsNullOrEmpty(className) &&
+        !logEntry.ClassName.Equals(className, StringComparison.OrdinalIgnoreCase))
+    {
+        return false;
+    }
+
+    return true;
+}
+
     /// <summary>
     /// 读取文件所有行（支持共享读取）
     /// </summary>
@@ -280,4 +486,19 @@ public class LogEntry
     /// 日志消息
     /// </summary>
     public string Message { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 请求ID
+    /// </summary>
+    public string RequestId { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 类名
+    /// </summary>
+    public string ClassName { get; set; } = string.Empty;
+
+    /// <summary>
+    /// 方法名
+    /// </summary>
+    public string MethodName { get; set; } = string.Empty;
 }
\ No newline at end of file
diff --git a/WebApi/Middleware/RequestIdMiddleware.cs b/WebApi/Middleware/RequestIdMiddleware.cs
new file mode 100644
index 0000000..3d995da
--- /dev/null
+++ b/WebApi/Middleware/RequestIdMiddleware.cs
@@ -0,0 +1,38 @@
+using Serilog.Context;
+
+namespace WebApi.Middleware;
+
+public class RequestIdMiddleware
+{
+    private readonly RequestDelegate _next;
+
+    public RequestIdMiddleware(RequestDelegate next)
+    {
+        _next = next;
+    }
+
+    public async Task InvokeAsync(HttpContext context)
+    {
+        var requestId = context.Request.Headers["X-Request-ID"].FirstOrDefault() ?? Guid.NewGuid().ToString("N");
+        
+        context.Items["RequestId"] = requestId;
+        
+        using (LogContext.PushProperty("RequestId", requestId))
+        {
+            await _next(context);
+        }
+    }
+}
+
+public static class RequestIdExtensions
+{
+    public static string? GetRequestId(this HttpContext context)
+    {
+        return context.Items["RequestId"] as string;
+    }
+    
+    public static IApplicationBuilder UseRequestId(this IApplicationBuilder builder)
+    {
+        return builder.UseMiddleware<RequestIdMiddleware>();
+    }
+}
\ No newline at end of file
diff --git a/WebApi/Program.cs b/WebApi/Program.cs
index e4d2e27..11817ef 100644
--- a/WebApi/Program.cs
+++ b/WebApi/Program.cs
@@ -7,6 +7,7 @@ using Scalar.AspNetCore;
 using Serilog;
 using Service.AppSettingModel;
 using WebApi;
+using WebApi.Middleware;
 using Yitter.IdGenerator;
 
 // 初始化雪花算法ID生成器
@@ -145,6 +146,9 @@ app.UseStaticFiles();
 // 启用 CORS
 app.UseCors();
 
+// 启用请求ID跟踪
+app.UseRequestId();
+
 // 启用认证和授权
 app.UseAuthentication();
 app.UseAuthorization();
diff --git a/WebApi/appsettings.json b/WebApi/appsettings.json
index e8c94e8..ab006bd 100644
--- a/WebApi/appsettings.json
+++ b/WebApi/appsettings.json
@@ -26,13 +26,13 @@
       {
         "Name": "Console"
       },
-      {
+{
         "Name": "File",
         "Args": {
           "path": "logs/log-.txt",
           "rollingInterval": "Day",
           "retainedFileCountLimit": 30,
-          "outputTemplate": "[{Timestamp:yyyy-MM-dd HH:mm:ss.fff zzz}] [{Level:u3}] {Message:lj}{NewLine}{Exception}"
+          "outputTemplate": "[{Timestamp:yyyy-MM-dd HH:mm:ss.fff zzz}] [{Level:u3}] [{RequestId}] [{SourceContext}] {Message:lj}{NewLine}{Exception}"
         }
       }
     ],