e93c3d6bae
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1279 lines
61 KiB
C#
1279 lines
61 KiB
C#
using Service.Transaction;
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namespace Service.Budget;
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public interface IBudgetStatsService
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{
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/// <summary>
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/// 获取指定分类的统计信息（月度和年度）
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/// </summary>
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Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate);
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}
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[UsedImplicitly]
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public class BudgetStatsService(
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IBudgetRepository budgetRepository,
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IBudgetArchiveRepository budgetArchiveRepository,
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ITransactionStatisticsService transactionStatisticsService,
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IDateTimeProvider dateTimeProvider,
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ILogger<BudgetStatsService> logger
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) : IBudgetStatsService
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{
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public async Task<BudgetCategoryStats> GetCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
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{
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logger.LogInformation("开始计算分类统计信息: Category={Category}, ReferenceDate={ReferenceDate:yyyy-MM-dd}",
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category, referenceDate);
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var result = new BudgetCategoryStats();
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try
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{
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// 获取月度统计
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logger.LogDebug("开始计算月度统计");
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result.Month = await CalculateMonthlyCategoryStatsAsync(category, referenceDate);
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logger.LogInformation("月度统计计算完成: Count={Count}, Limit={Limit}, Current={Current}, Rate={Rate:F2}%",
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result.Month.Count, result.Month.Limit, result.Month.Current, result.Month.Rate);
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// 获取年度统计
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logger.LogDebug("开始计算年度统计");
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result.Year = await CalculateYearlyCategoryStatsAsync(category, referenceDate);
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logger.LogInformation("年度统计计算完成: Count={Count}, Limit={Limit}, Current={Current}, Rate={Rate:F2}%",
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result.Year.Count, result.Year.Limit, result.Year.Current, result.Year.Rate);
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logger.LogInformation("分类统计信息计算完成");
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}
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catch (Exception ex)
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{
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logger.LogError(ex, "计算分类统计信息时发生错误: Category={Category}, ReferenceDate={ReferenceDate:yyyy-MM-dd}",
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category, referenceDate);
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throw;
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}
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return result;
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}
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private async Task<BudgetStatsDto> CalculateMonthlyCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
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{
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logger.LogDebug("开始计算月度分类统计: Category={Category}, ReferenceDate={ReferenceDate:yyyy-MM}",
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category, referenceDate);
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var result = new BudgetStatsDto
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{
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PeriodType = BudgetPeriodType.Month,
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Rate = 0,
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Current = 0,
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Limit = 0,
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Count = 0
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};
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// 1. 获取所有预算（包含归档数据）
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logger.LogDebug("开始获取预算数据（包含归档）");
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var budgets = await GetAllBudgetsWithArchiveAsync(category, BudgetPeriodType.Month, referenceDate);
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logger.LogDebug("获取到 {BudgetCount} 个预算", budgets.Count);
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if (budgets.Count == 0)
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{
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logger.LogDebug("未找到相关预算，返回空结果");
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return result;
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}
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result.Count = budgets.Count;
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// 2. 计算限额总值
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logger.LogDebug("开始计算限额总值，共 {BudgetCount} 个预算", budgets.Count);
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decimal totalLimit = 0;
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foreach (var budget in budgets)
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{
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var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Month, referenceDate);
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totalLimit += itemLimit;
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}
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result.Limit = totalLimit;
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logger.LogDebug("限额总值计算完成: {TotalLimit}", totalLimit);
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// 3. 计算当前实际值
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// 使用 GetAllBudgetsWithArchiveAsync 中已经计算好的 Current 值
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var totalCurrent = budgets.Sum(b => b.Current);
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logger.LogInformation("【实际值来源】累加各预算的实际值: {TotalCurrent}元（共{Count}个预算）", totalCurrent, budgets.Count);
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var transactionType = category switch
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{
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BudgetCategory.Expense => TransactionType.Expense,
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BudgetCategory.Income => TransactionType.Income,
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_ => TransactionType.None
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};
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// 计算趋势数据（用于图表展示）
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var now = dateTimeProvider.Now;
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var (startDate, endDate) = GetStatPeriodRange(BudgetPeriodType.Month, referenceDate);
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logger.LogDebug("统计时间段: {StartDate:yyyy-MM-dd} 到 {EndDate:yyyy-MM-dd}", startDate, endDate);
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if (transactionType != TransactionType.None)
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{
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// 获取所有相关分类（用于趋势图表）
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var allClassifies = budgets
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.SelectMany(b => b.SelectedCategories)
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.Distinct()
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.ToList();
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logger.LogDebug("相关分类数量: {ClassifyCount}", allClassifies.Count);
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// 获取趋势统计数据（仅用于图表展示）
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logger.LogDebug("开始获取交易趋势统计数据（用于图表）");
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var dailyStats = await transactionStatisticsService.GetFilteredTrendStatisticsAsync(
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startDate,
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endDate,
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transactionType,
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allClassifies);
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logger.LogDebug("获取到 {DayCount} 天的交易数据", dailyStats.Count);
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// 计算累计值（用于趋势图）
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decimal accumulated = 0;
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var daysInMonth = DateTime.DaysInMonth(startDate.Year, startDate.Month);
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logger.LogDebug("本月天数: {DaysInMonth}", daysInMonth);
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for (var i = 1; i <= daysInMonth; i++)
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{
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var currentDate = new DateTime(startDate.Year, startDate.Month, i);
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if (currentDate.Date > now.Date)
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{
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result.Trend.Add(null);
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logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd} 为未来日期，趋势数据为 null", currentDate);
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continue;
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}
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if (dailyStats.TryGetValue(currentDate.Date, out var amount))
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{
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accumulated += amount;
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logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd}: 金额={Amount}, 累计={Accumulated}",
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currentDate, amount, accumulated);
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}
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else
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{
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logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd}: 无交易数据，累计={Accumulated}",
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currentDate, accumulated);
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}
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// 对每一天的累计值应用硬性预算调整
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var adjustedAccumulated = accumulated;
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if (transactionType == TransactionType.Expense)
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{
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var mandatoryBudgets = budgets.Where(b => b.IsMandatoryExpense).ToList();
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// 检查是否为当前月份
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var isCurrentMonth = referenceDate.Year == now.Year && referenceDate.Month == now.Month;
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if (isCurrentMonth && currentDate.Date <= now.Date)
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{
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// 关键：accumulated是所有预算的实际交易累计（不包含虚拟消耗）
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// totalMandatoryVirtual是所有硬性预算的虚拟消耗
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// 但如果硬性预算有实际交易，accumulated中已经包含了，会重复
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// 所以需要：accumulated + (totalMandatoryVirtual - 硬性预算的实际交易部分)
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// 更简单的理解：
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// - 如果某个硬性预算本月完全没有交易记录，它的虚拟值应该加到accumulated上
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// - 如果某个硬性预算有部分交易记录，应该补齐到虚拟值
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// - 实现：取 max(accumulated, totalMandatoryVirtual) 是不对的
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// - 正确：accumulated + 硬性预算中没有实际交易的那部分的虚拟值
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// 由于无法精确区分，采用近似方案：
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// 计算所有硬性预算的Current总和，这个值已经包含了虚拟消耗（在CalculateCurrentAmountAsync中处理）
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// 计算非硬性预算的交易累计（这部分在accumulated中）
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// 但accumulated是所有交易的累计，包括硬性预算的实际交易
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// 最终简化方案：
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// dailyStats包含所有实际交易（包括硬性预算的实际交易）
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// 对于没有实际交易的硬性预算，它们的虚拟消耗没有在dailyStats中
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// 所以：adjustedAccumulated = accumulated + 没有实际交易的硬性预算的虚拟消耗
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// 实用方法：每个硬性预算，取 max(它在dailyStats中的累计, 虚拟值)
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// 但我们无法从dailyStats中提取单个预算的数据
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// 终极简化：如果硬性预算的Current值等于虚拟值，说明没有实际交易
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// 这种情况下，accumulated中不包含这部分，需要加上虚拟值
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// 如果Current值大于虚拟值，说明有实际交易，accumulated中已包含，不需要调整
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decimal mandatoryAdjustment = 0;
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foreach (var budget in mandatoryBudgets)
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{
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decimal dailyVirtual = 0;
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if (budget.Type == BudgetPeriodType.Month)
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{
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dailyVirtual = budget.Limit * i / daysInMonth;
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}
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else if (budget.Type == BudgetPeriodType.Year)
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{
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var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
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var dayOfYear = currentDate.DayOfYear;
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dailyVirtual = budget.Limit * dayOfYear / daysInYear;
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}
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// 如果budget.Current约等于整月的虚拟值，说明没有实际交易
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// 但Current是整个月的，dailyVirtual是到当前天的
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// 需要判断该预算是否有实际交易记录
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// 简化：假设如果硬性预算的Current等于虚拟值（误差<1元），就没有实际交易
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var monthlyVirtual = budget.Type == BudgetPeriodType.Month
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? budget.Limit * now.Day / daysInMonth
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: budget.Limit * now.DayOfYear / (DateTime.IsLeapYear(now.Year) ? 366 : 365);
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if (Math.Abs(budget.Current - monthlyVirtual) < 1)
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{
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// 没有实际交易，需要添加虚拟消耗
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mandatoryAdjustment += dailyVirtual;
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logger.LogTrace("日期 {CurrentDate:yyyy-MM-dd}: 硬性预算 {BudgetName} 无实际交易，添加虚拟消耗 {Virtual}",
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currentDate, budget.Name, dailyVirtual);
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}
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}
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adjustedAccumulated += mandatoryAdjustment;
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}
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}
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result.Trend.Add(adjustedAccumulated);
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}
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logger.LogDebug("趋势图数据计算完成（已应用硬性预算调整）");
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}
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else
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{
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// 对于非收入/支出分类，趋势图为空
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logger.LogDebug("非收入/支出分类，趋势图为空");
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}
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// 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
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if (transactionType == TransactionType.Expense)
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{
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logger.LogDebug("开始应用硬性预算调整，共 {BudgetCount} 个支出预算", budgets.Count);
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var beforeAdjustment = totalCurrent;
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totalCurrent = ApplyMandatoryBudgetAdjustment(budgets, totalCurrent, referenceDate, BudgetPeriodType.Month);
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if (Math.Abs(beforeAdjustment - totalCurrent) > 0.01m)
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{
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logger.LogInformation("硬性预算调整完成: 调整前={BeforeAdjustment}, 调整后={AfterAdjustment}, 调整金额={AdjustmentAmount}",
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beforeAdjustment, totalCurrent, totalCurrent - beforeAdjustment);
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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);
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}
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else
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{
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logger.LogDebug("硬性预算调整未改变值");
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}
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}
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result.Current = totalCurrent;
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logger.LogInformation("【最终确定值】月度实际支出: {TotalCurrent}元（已应用硬性预算调整）", totalCurrent);
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// 4. 计算使用率
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result.Rate = totalLimit > 0 ? result.Current / totalLimit * 100 : 0;
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logger.LogInformation("【使用率】{Current}元 ÷ {Limit}元 × 100% = {Rate:F2}%", result.Current, totalLimit, result.Rate);
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// 5. 生成预算明细汇总日志
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var budgetDetails = budgets.Select(b =>
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{
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var limit = CalculateBudgetLimit(b, BudgetPeriodType.Month, referenceDate);
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var prefix = b.IsArchive ? $"({b.ArchiveMonth}月归档)" : "";
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var suffix = b.IsMandatoryExpense ? "[硬性]" : "";
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return $"{b.Name}{prefix}{suffix}:{limit}元";
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});
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var budgetSummary = string.Join(" + ", budgetDetails);
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logger.LogInformation("【月度预算明细】{BudgetDetails} = {TotalLimit}元",
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budgetSummary, totalLimit);
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// 6. 生成 HTML 描述
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result.Description = GenerateMonthlyDescription(budgets, totalLimit, totalCurrent, referenceDate, category);
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logger.LogDebug("月度分类统计计算完成");
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return result;
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}
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private async Task<BudgetStatsDto> CalculateYearlyCategoryStatsAsync(BudgetCategory category, DateTime referenceDate)
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{
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logger.LogDebug("开始计算年度分类统计: Category={Category}, ReferenceDate={ReferenceDate:yyyy}",
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category, referenceDate);
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var result = new BudgetStatsDto
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{
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PeriodType = BudgetPeriodType.Year,
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Rate = 0,
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Current = 0,
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Limit = 0,
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Count = 0
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};
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// 1. 获取所有预算（包含归档数据）
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logger.LogDebug("开始获取预算数据（包含归档）");
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var budgets = await GetAllBudgetsWithArchiveAsync(category, BudgetPeriodType.Year, referenceDate);
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logger.LogDebug("获取到 {BudgetCount} 个预算", budgets.Count);
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if (budgets.Count == 0)
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{
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logger.LogDebug("未找到相关预算，返回空结果");
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return result;
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}
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result.Count = budgets.Count;
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// 2. 计算限额总值（考虑不限额预算的特殊处理）
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logger.LogDebug("开始计算年度限额总值，共 {BudgetCount} 个预算", budgets.Count);
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decimal totalLimit = 0;
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var budgetIndex = 0;
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foreach (var budget in budgets)
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{
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budgetIndex++;
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var itemLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Year, referenceDate);
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logger.LogInformation("年度预算 {BudgetIndex}/{BudgetCount}: {BudgetName} - 原始预算金额: {BudgetLimit}, 当前实际金额: {CurrentAmount}, 预算类型: {BudgetType}, 算法: {Algorithm}",
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budgetIndex, budgets.Count, budget.Name, budget.Limit, budget.Current,
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budget.Type == BudgetPeriodType.Month ? "月度预算" : "年度预算",
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budget.NoLimit ? "不限额预算" : budget.IsMandatoryExpense ? "硬性预算" : "普通预算");
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totalLimit += itemLimit;
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}
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result.Limit = totalLimit;
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logger.LogDebug("年度限额总值计算完成: {TotalLimit}", totalLimit);
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// 3. 计算当前实际值
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var transactionType = category switch
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{
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BudgetCategory.Expense => TransactionType.Expense,
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BudgetCategory.Income => TransactionType.Income,
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_ => TransactionType.None
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};
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logger.LogDebug("交易类型: {TransactionType}", transactionType);
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// 计算当前实际值，考虑硬性预算的特殊逻辑
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var totalCurrent = budgets.Sum(b => b.Current);
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logger.LogInformation("【实际值来源】累加各预算的实际值: {TotalCurrent}元（共{Count}个预算）",
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totalCurrent, budgets.Count);
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var now = dateTimeProvider.Now;
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var (startDate, endDate) = GetStatPeriodRange(BudgetPeriodType.Year, referenceDate);
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logger.LogDebug("统计时间段: {StartDate:yyyy-MM-dd} 到 {EndDate:yyyy-MM-dd}", startDate, endDate);
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if (transactionType != TransactionType.None)
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{
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// 获取所有相关分类（用于趋势图表）
|
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var allClassifies = budgets
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.SelectMany(b => b.SelectedCategories)
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.Distinct()
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.ToList();
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logger.LogDebug("相关分类数量: {ClassifyCount}", allClassifies.Count);
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// 获取趋势统计数据（仅用于图表展示）
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logger.LogDebug("开始获取交易趋势统计数据（用于图表）");
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var dailyStats = await transactionStatisticsService.GetFilteredTrendStatisticsAsync(
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startDate,
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endDate,
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transactionType,
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allClassifies,
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true);
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logger.LogDebug("获取到 {MonthCount} 个月的交易数据", dailyStats.Count);
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// 计算累计值（用于趋势图）
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decimal accumulated = 0;
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for (var i = 1; i <= 12; i++)
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{
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var currentMonthDate = new DateTime(startDate.Year, i, 1);
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if (currentMonthDate.Year > now.Year || (currentMonthDate.Year == now.Year && i > now.Month))
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{
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result.Trend.Add(null);
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logger.LogTrace("月份 {Month:yyyy-MM} 为未来月份，趋势数据为 null", currentMonthDate);
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continue;
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}
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if (dailyStats.TryGetValue(currentMonthDate, out var amount))
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||
{
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accumulated += amount;
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logger.LogTrace("月份 {Month:yyyy-MM}: 金额={Amount}, 累计={Accumulated}",
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currentMonthDate, amount, accumulated);
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}
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else
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||
{
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||
logger.LogTrace("月份 {Month:yyyy-MM}: 无交易数据，累计={Accumulated}",
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currentMonthDate, accumulated);
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||
}
|
||
|
||
// 对每个月的累计值应用硬性预算调整
|
||
var adjustedAccumulated = accumulated;
|
||
if (transactionType == TransactionType.Expense)
|
||
{
|
||
var mandatoryBudgets = budgets.Where(b => b.IsMandatoryExpense).ToList();
|
||
|
||
// 检查是否为当前年份
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||
var isCurrentYear = referenceDate.Year == now.Year;
|
||
if (isCurrentYear && currentMonthDate <= now)
|
||
{
|
||
decimal mandatoryAdjustment = 0;
|
||
foreach (var budget in mandatoryBudgets)
|
||
{
|
||
decimal monthlyVirtual = 0;
|
||
|
||
if (budget.Type == BudgetPeriodType.Month)
|
||
{
|
||
// 月度硬性预算：如果该月已完成，累加整月；如果是当前月，按天数比例
|
||
if (i < now.Month)
|
||
{
|
||
monthlyVirtual = budget.Limit * i;
|
||
}
|
||
else if (i == now.Month)
|
||
{
|
||
var daysInMonth = DateTime.DaysInMonth(now.Year, now.Month);
|
||
monthlyVirtual = budget.Limit * (i - 1) + (budget.Limit * now.Day / daysInMonth);
|
||
}
|
||
}
|
||
else if (budget.Type == BudgetPeriodType.Year)
|
||
{
|
||
var daysInYear = DateTime.IsLeapYear(referenceDate.Year) ? 366 : 365;
|
||
var lastDayOfMonth = new DateTime(currentMonthDate.Year, i, DateTime.DaysInMonth(currentMonthDate.Year, i));
|
||
var dayOfYear = i < now.Month ? lastDayOfMonth.DayOfYear : now.DayOfYear;
|
||
monthlyVirtual = budget.Limit * dayOfYear / daysInYear;
|
||
}
|
||
|
||
// 判断该硬性预算是否有实际交易
|
||
var yearlyVirtual = budget.Type == BudgetPeriodType.Month
|
||
? budget.Limit * now.Month + (budget.Limit * now.Day / DateTime.DaysInMonth(now.Year, now.Month)) - budget.Limit
|
||
: budget.Limit * now.DayOfYear / (DateTime.IsLeapYear(now.Year) ? 366 : 365);
|
||
|
||
if (Math.Abs(budget.Current - yearlyVirtual) < 1)
|
||
{
|
||
// 没有实际交易，需要添加虚拟消耗
|
||
mandatoryAdjustment += monthlyVirtual;
|
||
logger.LogTrace("月份 {Month:yyyy-MM}: 硬性预算 {BudgetName} 无实际交易，添加虚拟消耗 {Virtual}",
|
||
currentMonthDate, budget.Name, monthlyVirtual);
|
||
}
|
||
}
|
||
|
||
adjustedAccumulated += mandatoryAdjustment;
|
||
}
|
||
}
|
||
|
||
result.Trend.Add(adjustedAccumulated);
|
||
}
|
||
|
||
logger.LogDebug("趋势图数据计算完成（已应用硬性预算调整）");
|
||
}
|
||
else
|
||
{
|
||
// 对于非收入/支出分类，趋势图为空
|
||
logger.LogDebug("非收入/支出分类，趋势图为空");
|
||
}
|
||
|
||
// 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;
|
||
logger.LogInformation("【最终确定值】年度实际支出: {TotalCurrent}元（已应用硬性预算调整）", totalCurrent);
|
||
|
||
// 4. 计算使用率
|
||
result.Rate = totalLimit > 0 ? result.Current / totalLimit * 100 : 0;
|
||
logger.LogInformation("【使用率】{Current}元 ÷ {Limit}元 × 100% = {Rate:F2}%", result.Current, totalLimit, result.Rate);
|
||
|
||
// 5. 生成预算明细汇总日志
|
||
var budgetDetails = budgets.Select(b =>
|
||
{
|
||
var limit = CalculateBudgetLimit(b, BudgetPeriodType.Year, referenceDate);
|
||
var prefix = b.IsArchive ? "(归档)" : b.RemainingMonths > 0 ? $"(剩余{b.RemainingMonths}月)" : "";
|
||
var suffix = b.IsMandatoryExpense ? "[硬性]" : "";
|
||
return $"{b.Name}{prefix}{suffix}:{limit}元";
|
||
});
|
||
var budgetSummary = string.Join(" + ", budgetDetails);
|
||
logger.LogInformation("【年度预算明细】{BudgetDetails} = {TotalLimit}元",
|
||
budgetSummary, totalLimit);
|
||
|
||
// 6. 生成 HTML 描述
|
||
result.Description = GenerateYearlyDescription(budgets, totalLimit, totalCurrent, referenceDate, category);
|
||
|
||
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 (var 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} - {Month}月归档, 预算金额: {Limit}, 实际金额: {Actual}",
|
||
item.Name, m, item.Limit, item.Actual);
|
||
}
|
||
// 对于年度预算，只添加一次
|
||
else if (item.Type == BudgetPeriodType.Year && 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} - 预算金额: {Limit}, 实际金额: {Actual}",
|
||
item.Name, 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} - 预算金额: {Limit}, 实际金额: {Current}",
|
||
budget.Name, budget.Limit, currentAmount);
|
||
}
|
||
// 对于月度预算，仅添加当前月的预算项
|
||
else if (budget.Type == BudgetPeriodType.Month)
|
||
{
|
||
// 只计算当前月的实际值
|
||
var currentAmount = await CalculateCurrentAmountAsync(budget, BudgetPeriodType.Month, referenceDate);
|
||
result.Add(new BudgetStatsItem
|
||
{
|
||
Id = budget.Id,
|
||
Name = budget.Name,
|
||
Type = budget.Type,
|
||
Limit = budget.Limit, // 月度预算的原始限额
|
||
Current = currentAmount, // 当前月的实际值
|
||
Category = budget.Category,
|
||
SelectedCategories = string.IsNullOrEmpty(budget.SelectedCategories)
|
||
? []
|
||
: budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries),
|
||
NoLimit = budget.NoLimit,
|
||
IsMandatoryExpense = budget.IsMandatoryExpense,
|
||
IsArchive = false,
|
||
// 标记这是当前月的月度预算，用于年度限额计算
|
||
IsCurrentMonth = true
|
||
});
|
||
logger.LogInformation("添加当前月的月度预算: {BudgetName} - 月度限额: {Limit}, 当前月实际值: {Current}",
|
||
budget.Name, budget.Limit, currentAmount);
|
||
|
||
// 如果还有剩余月份（未来月份），再添加一项作为未来的预算占位
|
||
var remainingMonths = 12 - now.Month;
|
||
if (remainingMonths > 0)
|
||
{
|
||
result.Add(new BudgetStatsItem
|
||
{
|
||
Id = budget.Id,
|
||
Name = budget.Name,
|
||
Type = budget.Type,
|
||
Limit = budget.Limit, // 月度预算的原始限额（用于描述时计算）
|
||
Current = 0, // 未来月份无实际值
|
||
Category = budget.Category,
|
||
SelectedCategories = string.IsNullOrEmpty(budget.SelectedCategories)
|
||
? []
|
||
: budget.SelectedCategories.Split(',', StringSplitOptions.RemoveEmptyEntries),
|
||
NoLimit = budget.NoLimit,
|
||
IsMandatoryExpense = budget.IsMandatoryExpense,
|
||
IsArchive = false,
|
||
IsCurrentMonth = false,
|
||
RemainingMonths = remainingMonths
|
||
});
|
||
logger.LogInformation("添加未来月份的月度预算: {BudgetName} - 月度限额: {Limit}, 剩余月份: {RemainingMonths}",
|
||
budget.Name, 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)
|
||
{
|
||
var 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} - 归档月份: {Year}-{Month:00}, 预算金额: {BudgetLimit}, 实际金额: {ActualAmount}",
|
||
item.Name, 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();
|
||
var 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} - 预算金额: {BudgetLimit}, 实时计算实际金额: {CurrentAmount}, 预算类型: {BudgetType}",
|
||
budget.Name, 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} 为不记额预算，限额返回0", budget.Name);
|
||
return 0;
|
||
}
|
||
|
||
var itemLimit = budget.Limit;
|
||
var 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}";
|
||
}
|
||
// 对于当前月的月度预算，直接使用原始限额
|
||
else if (budget.IsCurrentMonth)
|
||
{
|
||
itemLimit = budget.Limit;
|
||
algorithmDescription = $"当前月的月度预算: 直接使用月度限额 {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} 年度统计时未设置RemainingMonths，使用默认折算逻辑", budget.Name);
|
||
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} 限额计算: 原始预算={OriginalLimit}, 计算后限额={CalculatedLimit}, 算法: {Algorithm}",
|
||
budget.Name, 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);
|
||
|
||
var mandatoryIndex = 0;
|
||
foreach (var budget in mandatoryBudgets)
|
||
{
|
||
mandatoryIndex++;
|
||
// 检查是否为当前统计周期
|
||
bool isCurrentPeriod;
|
||
if (statType == BudgetPeriodType.Month)
|
||
{
|
||
isCurrentPeriod = referenceDate.Year == now.Year && referenceDate.Month == now.Month;
|
||
logger.LogInformation("硬性预算 {MandatoryIndex}/{MandatoryCount}: {BudgetName} - 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,
|
||
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} - 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,
|
||
referenceDate.Year, now.Year, isCurrentPeriod);
|
||
}
|
||
|
||
if (isCurrentPeriod)
|
||
{
|
||
// 计算硬性预算的应累加值
|
||
decimal mandatoryAccumulation = 0;
|
||
var 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} 应累加值计算: 算法={Algorithm}",
|
||
budget.Name, 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} 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, adjustedTotal, mandatoryAccumulation, adjustmentAmount, mandatoryAccumulation);
|
||
adjustedTotal = mandatoryAccumulation;
|
||
}
|
||
else
|
||
{
|
||
logger.LogDebug("硬性预算 {BudgetName} 未触发调整: 当前总计={CurrentTotal} >= 应累加值={MandatoryAccumulation}",
|
||
budget.Name, adjustedTotal, mandatoryAccumulation);
|
||
}
|
||
}
|
||
else
|
||
{
|
||
logger.LogInformation("硬性预算 {BudgetName} 不在当前统计周期，跳过调整", budget.Name);
|
||
}
|
||
}
|
||
|
||
logger.LogDebug("硬性预算调整完成: 最终总计={AdjustedTotal}", adjustedTotal);
|
||
return adjustedTotal;
|
||
}
|
||
|
||
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 record BudgetStatsItem
|
||
{
|
||
public long Id { get; init; }
|
||
public string Name { get; init; } = string.Empty;
|
||
public BudgetPeriodType Type { get; init; }
|
||
public decimal Limit { get; init; }
|
||
public decimal Current { get; init; }
|
||
public BudgetCategory Category { get; set; }
|
||
public string[] SelectedCategories { get; init; } = [];
|
||
public bool NoLimit { get; init; }
|
||
public bool IsMandatoryExpense { get; init; }
|
||
public bool IsArchive { get; init; }
|
||
public int ArchiveMonth { get; init; } // 归档月份（1-12），用于标识归档数据来自哪个月
|
||
public int RemainingMonths { get; init; } // 剩余月份数，用于年度统计时的月度预算折算
|
||
public bool IsCurrentMonth { get; init; } // 标记是否为当前月的预算（用于年度统计中月度预算的计算）
|
||
}
|
||
|
||
private string GenerateMonthlyDescription(List<BudgetStatsItem> budgets, decimal totalLimit, decimal totalCurrent, DateTime referenceDate, BudgetCategory category)
|
||
{
|
||
var description = new StringBuilder();
|
||
var categoryName = category == BudgetCategory.Expense ? "支出" : "收入";
|
||
|
||
description.AppendLine($"<h3>月度{categoryName}预算明细</h3>");
|
||
description.AppendLine("""
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>名称</th>
|
||
<th>预算额度</th>
|
||
<th>实际金额</th>
|
||
<th>类型</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
""");
|
||
|
||
foreach (var budget in budgets)
|
||
{
|
||
var budgetLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Month, referenceDate);
|
||
var typeLabel = budget.IsMandatoryExpense ? "硬性" : "普通";
|
||
var archiveLabel = budget.IsArchive ? $" ({budget.ArchiveMonth}月归档)" : "";
|
||
|
||
description.AppendLine($"""
|
||
<tr>
|
||
<td>{budget.Name}{archiveLabel}</td>
|
||
<td>{budgetLimit:N0}</td>
|
||
<td><span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'>{budget.Current:N1}</span></td>
|
||
<td>{typeLabel}</td>
|
||
</tr>
|
||
""");
|
||
}
|
||
|
||
description.AppendLine("</tbody></table>");
|
||
|
||
// 计算公式
|
||
description.AppendLine($"<h3>计算公式</h3>");
|
||
description.AppendLine($"<p><strong>预算额度合计：</strong>");
|
||
var limitParts = budgets.Select(b =>
|
||
{
|
||
var limit = CalculateBudgetLimit(b, BudgetPeriodType.Month, referenceDate);
|
||
var archiveLabel = b.IsArchive ? $"({b.ArchiveMonth}月归档)" : "";
|
||
return $"{b.Name}{archiveLabel}({limit:N0})";
|
||
});
|
||
description.AppendLine($"{string.Join(" + ", limitParts)} = <span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'><strong>{totalLimit:N0}</strong></span></p>");
|
||
|
||
description.AppendLine($"<p><strong>实际{categoryName}合计：</strong>");
|
||
var currentParts = budgets.Select(b =>
|
||
{
|
||
var archiveLabel = b.IsArchive ? $"({b.ArchiveMonth}月归档)" : "";
|
||
return $"{b.Name}{archiveLabel}({b.Current:N1})";
|
||
});
|
||
description.AppendLine($"{string.Join(" + ", currentParts)} = <span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'><strong>{totalCurrent:N1}</strong></span></p>");
|
||
|
||
var rate = totalLimit > 0 ? totalCurrent / totalLimit * 100 : 0;
|
||
description.AppendLine($"<p><strong>使用率：</strong>{totalCurrent:N1} ÷ {totalLimit:N0} × 100% = <span class='highlight'><strong>{rate:F2}%</strong></span></p>");
|
||
|
||
return description.ToString();
|
||
}
|
||
|
||
private string GenerateYearlyDescription(List<BudgetStatsItem> budgets, decimal totalLimit, decimal totalCurrent, DateTime referenceDate, BudgetCategory category)
|
||
{
|
||
var description = new StringBuilder();
|
||
var categoryName = category == BudgetCategory.Expense ? "支出" : "收入";
|
||
|
||
// 分组：归档的月度预算、归档的年度预算、当前月度预算（剩余月份）、当前年度预算
|
||
var archivedMonthlyBudgets = budgets.Where(b => b is { IsArchive: true, Type: BudgetPeriodType.Month }).ToList();
|
||
var archivedYearlyBudgets = budgets.Where(b => b is { IsArchive: true, Type: BudgetPeriodType.Year }).ToList();
|
||
var currentMonthlyBudgets = budgets.Where(b => b is { IsArchive: false, Type: BudgetPeriodType.Month }).ToList();
|
||
var currentYearlyBudgets = budgets.Where(b => b is { IsArchive: false, Type: BudgetPeriodType.Year }).ToList();
|
||
|
||
// 归档月度预算明细
|
||
if (archivedMonthlyBudgets.Any())
|
||
{
|
||
description.AppendLine($"<h3>已归档月度{categoryName}预算</h3>");
|
||
description.AppendLine("""
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>名称</th>
|
||
<th>预算额度</th>
|
||
<th>实际金额</th>
|
||
<th>归档月份</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
""");
|
||
|
||
foreach (var budget in archivedMonthlyBudgets.GroupBy(b => b.Id))
|
||
{
|
||
var first = budget.First();
|
||
var months = budget.Select(b => b.ArchiveMonth).OrderBy(m => m).ToArray();
|
||
var monthsText = FormatMonths(months);
|
||
var groupLimit = first.Limit * budget.Count();
|
||
var groupCurrent = budget.Sum(b => b.Current);
|
||
|
||
description.AppendLine($"""
|
||
<tr>
|
||
<td>{first.Name}</td>
|
||
<td>{groupLimit:N0}</td>
|
||
<td><span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'>{groupCurrent:N1}</span></td>
|
||
<td>{monthsText}</td>
|
||
</tr>
|
||
""");
|
||
}
|
||
|
||
description.AppendLine("</tbody></table>");
|
||
}
|
||
|
||
// 当前月度预算（剩余月份）
|
||
if (currentMonthlyBudgets.Any())
|
||
{
|
||
description.AppendLine($"<h3>当前月度{categoryName}预算（当前月及未来月）</h3>");
|
||
description.AppendLine("""
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>名称</th>
|
||
<th>类型</th>
|
||
<th>计算方式</th>
|
||
<th>合计额度</th>
|
||
<th>实际金额</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
""");
|
||
|
||
foreach (var budget in currentMonthlyBudgets)
|
||
{
|
||
var budgetLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Year, referenceDate);
|
||
var typeStr = budget.IsCurrentMonth ? "当前月" : "未来月";
|
||
var calcStr = budget.IsCurrentMonth
|
||
? $"1月×{budget.Limit:N0}"
|
||
: $"{budget.RemainingMonths}月×{budget.Limit:N0}";
|
||
|
||
description.AppendLine($"""
|
||
<tr>
|
||
<td>{budget.Name}</td>
|
||
<td>{typeStr}</td>
|
||
<td>{calcStr}</td>
|
||
<td>{budgetLimit:N0}</td>
|
||
<td>{(budget.IsCurrentMonth ? budget.Current.ToString("N1") : "-")}</td>
|
||
</tr>
|
||
""");
|
||
}
|
||
|
||
description.AppendLine("</tbody></table>");
|
||
}
|
||
|
||
// 年度预算明细
|
||
if (archivedYearlyBudgets.Any() || currentYearlyBudgets.Any())
|
||
{
|
||
description.AppendLine($"<h3>年度{categoryName}预算</h3>");
|
||
description.AppendLine("""
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>名称</th>
|
||
<th>预算额度</th>
|
||
<th>实际金额</th>
|
||
<th>状态</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
""");
|
||
|
||
foreach (var budget in archivedYearlyBudgets.Concat(currentYearlyBudgets))
|
||
{
|
||
var statusLabel = budget.IsArchive ? "归档" : "当前";
|
||
var typeLabel = budget.IsMandatoryExpense ? "硬性" : "普通";
|
||
|
||
description.AppendLine($"""
|
||
<tr>
|
||
<td>{budget.Name}</td>
|
||
<td>{budget.Limit:N0}</td>
|
||
<td><span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'>{budget.Current:N1}</span></td>
|
||
<td>{statusLabel}/{typeLabel}</td>
|
||
</tr>
|
||
""");
|
||
}
|
||
|
||
description.AppendLine("</tbody></table>");
|
||
}
|
||
|
||
// 计算公式
|
||
description.AppendLine($"<h3>计算公式</h3>");
|
||
description.AppendLine($"<p><strong>年度预算额度合计：</strong>");
|
||
var limitParts = new List<string>();
|
||
|
||
// 归档月度预算部分
|
||
foreach (var group in archivedMonthlyBudgets.GroupBy(b => b.Id))
|
||
{
|
||
var first = group.First();
|
||
var count = group.Count();
|
||
var groupTotalLimit = first.Limit * count;
|
||
limitParts.Add($"{first.Name}(归档{count}月×{first.Limit:N0}={groupTotalLimit:N0})");
|
||
}
|
||
|
||
// 当前月度预算部分
|
||
foreach (var budget in currentMonthlyBudgets)
|
||
{
|
||
var budgetLimit = CalculateBudgetLimit(budget, BudgetPeriodType.Year, referenceDate);
|
||
if (budget.IsCurrentMonth)
|
||
{
|
||
limitParts.Add($"{budget.Name}(当前月×{budget.Limit:N0}={budgetLimit:N0})");
|
||
}
|
||
else
|
||
{
|
||
limitParts.Add($"{budget.Name}(剩余{budget.RemainingMonths}月×{budget.Limit:N0}={budgetLimit:N0})");
|
||
}
|
||
}
|
||
|
||
// 年度预算部分
|
||
foreach (var budget in archivedYearlyBudgets.Concat(currentYearlyBudgets))
|
||
{
|
||
limitParts.Add($"{budget.Name}({budget.Limit:N0})");
|
||
}
|
||
|
||
description.AppendLine($"{string.Join(" + ", limitParts)} = <span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'><strong>{totalLimit:N0}</strong></span></p>");
|
||
|
||
description.AppendLine($"<p><strong>实际{categoryName}合计：</strong>");
|
||
var currentParts = new List<string>();
|
||
|
||
// 归档月度预算的实际值
|
||
foreach (var group in archivedMonthlyBudgets.GroupBy(b => b.Id))
|
||
{
|
||
var first = group.First();
|
||
var groupTotalCurrent = group.Sum(b => b.Current);
|
||
currentParts.Add($"{first.Name}(归档{groupTotalCurrent:N1})");
|
||
}
|
||
|
||
// 年度预算的实际值
|
||
foreach (var budget in archivedYearlyBudgets.Concat(currentYearlyBudgets))
|
||
{
|
||
currentParts.Add($"{budget.Name}({budget.Current:N1})");
|
||
}
|
||
|
||
description.AppendLine($"{string.Join(" + ", currentParts)} = <span class='{(category == BudgetCategory.Expense ? "expense-value" : "income-value")}'><strong>{totalCurrent:N1}</strong></span></p>");
|
||
|
||
var rate = totalLimit > 0 ? totalCurrent / totalLimit * 100 : 0;
|
||
description.AppendLine($"<p><strong>使用率：</strong>{totalCurrent:N1} ÷ {totalLimit:N0} × 100% = <span class='highlight'><strong>{rate:F2}%</strong></span></p>");
|
||
|
||
return description.ToString();
|
||
}
|
||
|
||
private string FormatMonths(int[] months)
|
||
{
|
||
if (months.Length == 0) return "";
|
||
if (months.Length == 1) return $"{months[0]}月";
|
||
|
||
// 如果是连续的月份，简化显示为 1~3月
|
||
Array.Sort(months);
|
||
var isContinuous = true;
|
||
for (var i = 1; i < months.Length; i++)
|
||
{
|
||
if (months[i] != months[i - 1] + 1)
|
||
{
|
||
isContinuous = false;
|
||
break;
|
||
}
|
||
}
|
||
|
||
if (isContinuous)
|
||
{
|
||
return $"{months.First()}~{months.Last()}月";
|
||
}
|
||
|
||
return string.Join(", ", months) + "月";
|
||
}
|
||
} |