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.EntityFrameworkCore;
+using Purrse.Core.DTOs;
+using Purrse.Core.Interfaces.Services;
+using Purrse.Core.Models;
+using Purrse.Data;
+
+namespace Purrse.Api.Services;
+
+public class AccountService : IAccountService
+{
+    private readonly PurrseDbContext _db;
+
+    public AccountService(PurrseDbContext db)
+    {
+        _db = db;
+    }
+
+    public async Task<List<AccountResponse>> GetAllAsync(Guid userId)
+    {
+        return await _db.Accounts
+            .Where(a => a.UserId == userId)
+            .OrderBy(a => a.SortOrder).ThenBy(a => a.Name)
+            .Select(a => MapToResponse(a))
+            .ToListAsync();
+    }
+
+    public async Task<AccountResponse?> GetByIdAsync(Guid userId, Guid accountId)
+    {
+        var account = await _db.Accounts
+            .Include(a => a.LoanDetail)
+            .FirstOrDefaultAsync(a => a.Id == accountId && a.UserId == userId);
+        return account == null ? null : MapToResponse(account);
+    }
+
+    public async Task<AccountResponse> CreateAsync(Guid userId, CreateAccountRequest request)
+    {
+        var account = new Account
+        {
+            Id = Guid.NewGuid(),
+            UserId = userId,
+            Name = request.Name,
+            Type = request.Type,
+            Institution = request.Institution,
+            AccountNumber = request.AccountNumber,
+            Balance = request.Balance,
+            CreditLimit = request.CreditLimit,
+            InterestRate = request.InterestRate,
+            Notes = request.Notes,
+            SortOrder = await _db.Accounts.CountAsync(a => a.UserId == userId)
+        };
+
+        _db.Accounts.Add(account);
+        await _db.SaveChangesAsync();
+        return MapToResponse(account);
+    }
+
+    public async Task<AccountResponse> UpdateAsync(Guid userId, Guid accountId, UpdateAccountRequest request)
+    {
+        var account = await _db.Accounts.FirstOrDefaultAsync(a => a.Id == accountId && a.UserId == userId)
+            ?? throw new KeyNotFoundException("Account not found");
+
+        account.Name = request.Name;
+        account.Institution = request.Institution;
+        account.AccountNumber = request.AccountNumber;
+        account.CreditLimit = request.CreditLimit;
+        account.InterestRate = request.InterestRate;
+        account.Notes = request.Notes;
+        account.IsActive = request.IsActive;
+        account.SortOrder = request.SortOrder;
+        account.UpdatedAt = DateTime.UtcNow;
+
+        await _db.SaveChangesAsync();
+        return MapToResponse(account);
+    }
+
+    public async Task DeleteAsync(Guid userId, Guid accountId)
+    {
+        var account = await _db.Accounts.FirstOrDefaultAsync(a => a.Id == accountId && a.UserId == userId)
+            ?? throw new KeyNotFoundException("Account not found");
+
+        _db.Accounts.Remove(account);
+        await _db.SaveChangesAsync();
+    }
+
+    public async Task<List<BalanceHistoryEntry>> GetBalanceHistoryAsync(Guid userId, Guid accountId, DateTime startDate, DateTime endDate)
+    {
+        var account = await _db.Accounts.FirstOrDefaultAsync(a => a.Id == accountId && a.UserId == userId)
+            ?? throw new KeyNotFoundException("Account not found");
+
+        var transactions = await _db.Transactions
+            .Where(t => t.AccountId == accountId && t.Date >= startDate && t.Date <= endDate && !t.IsVoid)
+            .OrderBy(t => t.Date)
+            .ToListAsync();
+
+        var balanceBefore = account.Balance - await _db.Transactions
+            .Where(t => t.AccountId == accountId && !t.IsVoid)
+            .SumAsync(t => t.Amount);
+
+        var priorSum = await _db.Transactions
+            .Where(t => t.AccountId == accountId && t.Date < startDate && !t.IsVoid)
+            .SumAsync(t => t.Amount);
+
+        var runningBalance = balanceBefore + priorSum;
+        var entries = new List<BalanceHistoryEntry>();
+
+        foreach (var group in transactions.GroupBy(t => t.Date.Date))
+        {
+            runningBalance += group.Sum(t => t.Amount);
+            entries.Add(new BalanceHistoryEntry(group.Key, runningBalance));
+        }
+
+        return entries;
+    }
+
+    public async Task RecalculateBalanceAsync(Guid accountId)
+    {
+        var account = await _db.Accounts.FindAsync(accountId);
+        if (account == null) return;
+
+        var sum = await _db.Transactions
+            .Where(t => t.AccountId == accountId && !t.IsVoid)
+            .SumAsync(t => t.Amount);
+
+        account.Balance = sum;
+        account.UpdatedAt = DateTime.UtcNow;
+        await _db.SaveChangesAsync();
+    }
+
+    private static AccountResponse MapToResponse(Account a) => new(
+        a.Id, a.Name, a.Type, a.Institution, a.AccountNumber,
+        a.Balance, a.CreditLimit, a.InterestRate,
+        a.IsActive, a.IsClosed, a.Notes, a.SortOrder, a.CreatedAt,
+        a.LoanDetail != null
+    );
+}