namespace Service.Budget; public interface IBudgetStatsService { /// /// 获取指定分类的统计信息(月度和年度) /// Task GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate); } [UsedImplicitly] public class BudgetStatsService( IBudgetRepository budgetRepository, IBudgetArchiveRepository budgetArchiveRepository, ITransactionRecordRepository transactionRecordRepository, IDateTimeProvider dateTimeProvider, ILogger logger ) : IBudgetStatsService { public async Task 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 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(); var currentParts = new List(); 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 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(); var currentParts = new List(); 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> 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(); 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(); // 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 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 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 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 } }