feat: 添加预算统计服务增强和日志系统改进

1. 新增 BudgetStatsService：将预算统计逻辑从 BudgetService 中提取为独立服务，支持月度和年度统计，包含归档数据支持和硬性预算调整算法 2. 日志系统增强：添加请求ID追踪功能，支持通过请求ID查询关联日志，新增类名筛选功能 3. 日志解析优化：修复类名解析逻辑，正确提取 SourceContext 中的类名信息 4. 代码清理：移除不需要的方法名相关代码，简化日志筛选逻辑
2026-01-22 19:06:58 +08:00
parent e2c0ab5389
commit 9e14849014
11 changed files with 2013 additions and 494 deletions
--- 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)
    {
--- a/Service/Budget/BudgetStatsService.cs
+++ 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
+    }
+}