Initial commit: Purrse personal finance app

Self-hosted, plugin-extensible personal finance manager built with ASP.NET Core 9.0, Vue 3 + Vuetify 3, and PostgreSQL 17. Backend (8 .NET projects): - Core: 19 domain models, 6 enums, 14 DTOs, 12 service interfaces - Data: EF Core DbContext, 16 entity configurations, category seeder - API: 14 controllers, 15 services, JWT auth, SignalR, middleware - Plugins: Abstractions + OFX/CSV/QIF file parsers - Tests: 28 xUnit tests (fingerprinting, duplicate detection, parsers) Frontend (Vue 3 + Vuetify 3 + TypeScript): - 13 views, Pinia stores, Axios API services with JWT interceptors - Dashboard, accounts, transactions, categories, imports, and more Deployment: - Docker Compose (PostgreSQL 17 + .NET API + nginx frontend) - Auto-migration on startup Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 08:56:46 -05:00
commit 6520ebf221
169 changed files with 7180 additions and 0 deletions
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+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using Purrse.Core.DTOs;
+using Purrse.Core.Enums;
+using Purrse.Core.Models;
+using Purrse.Data;
+using System.Security.Claims;
+
+namespace Purrse.Api.Controllers;
+
+[Authorize]
+[ApiController]
+[Route("api/[controller]")]
+public class ReconciliationController : ControllerBase
+{
+    private readonly PurrseDbContext _db;
+    private Guid UserId => Guid.Parse(User.FindFirstValue(ClaimTypes.NameIdentifier)!);
+
+    public ReconciliationController(PurrseDbContext db) => _db = db;
+
+    [HttpPost("{accountId}/start")]
+    public async Task<ActionResult<ReconciliationResponse>> Start(Guid accountId, StartReconciliationRequest request)
+    {
+        var account = await _db.Accounts.FirstOrDefaultAsync(a => a.Id == accountId && a.UserId == UserId)
+            ?? throw new KeyNotFoundException("Account not found");
+
+        var reconciliation = new Reconciliation
+        {
+            Id = Guid.NewGuid(),
+            AccountId = accountId,
+            StatementDate = request.StatementDate,
+            StatementBalance = request.StatementBalance
+        };
+
+        _db.Reconciliations.Add(reconciliation);
+        await _db.SaveChangesAsync();
+
+        var uncleared = await _db.Transactions
+            .Include(t => t.Category)
+            .Where(t => t.AccountId == accountId && t.Status != TransactionStatus.Reconciled && !t.IsVoid)
+            .OrderByDescending(t => t.Date)
+            .Select(t => new TransactionResponse(t.Id, t.AccountId, null, t.Date, t.Amount,
+                t.PayeeId, t.PayeeName, t.CategoryId, t.Category != null ? t.Category.Name : null,
+                t.Memo, t.ReferenceNumber, t.CheckNumber, t.Type, t.Status, t.IsVoid,
+                t.TransferTransactionId, t.ImportBatchId, null, t.CreatedAt))
+            .ToListAsync();
+
+        var clearedBalance = await _db.Transactions
+            .Where(t => t.AccountId == accountId && t.Status == TransactionStatus.Cleared && !t.IsVoid)
+            .SumAsync(t => t.Amount);
+
+        return Ok(new ReconciliationResponse(reconciliation.Id, accountId, request.StatementDate,
+            request.StatementBalance, clearedBalance, request.StatementBalance - clearedBalance, false, uncleared));
+    }
+
+    [HttpPost("{accountId}/complete")]
+    public async Task<ActionResult> Complete(Guid accountId, [FromQuery] Guid reconciliationId)
+    {
+        var rec = await _db.Reconciliations.FirstOrDefaultAsync(r => r.Id == reconciliationId && r.AccountId == accountId)
+            ?? throw new KeyNotFoundException("Reconciliation not found");
+
+        var clearedTxns = await _db.Transactions
+            .Where(t => t.AccountId == accountId && t.Status == TransactionStatus.Cleared && !t.IsVoid)
+            .ToListAsync();
+
+        foreach (var txn in clearedTxns)
+        {
+            txn.Status = TransactionStatus.Reconciled;
+            txn.ReconciliationId = reconciliationId;
+        }
+
+        rec.IsCompleted = true;
+        rec.CompletedAt = DateTime.UtcNow;
+        await _db.SaveChangesAsync();
+
+        return NoContent();
+    }
+
+    [HttpPost("{accountId}/cancel")]
+    public async Task<ActionResult> Cancel(Guid accountId, [FromQuery] Guid reconciliationId)
+    {
+        var rec = await _db.Reconciliations.FirstOrDefaultAsync(r => r.Id == reconciliationId && r.AccountId == accountId && !r.IsCompleted)
+            ?? throw new KeyNotFoundException("Reconciliation not found");
+
+        _db.Reconciliations.Remove(rec);
+        await _db.SaveChangesAsync();
+
+        return NoContent();
+    }
+}