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.Helpers;
+using Purrse.Core.Interfaces.Services;
+using Purrse.Core.Models;
+using Purrse.Data;
+
+namespace Purrse.Api.Services;
+
+public class DuplicateDetectionService : IDuplicateDetectionService
+{
+    private readonly PurrseDbContext _db;
+
+    public DuplicateDetectionService(PurrseDbContext db)
+    {
+        _db = db;
+    }
+
+    public async Task<DuplicateMatch?> FindDuplicateAsync(Guid accountId, DateTime date, decimal amount, string? payeeName, string? fitId, string? checkNumber)
+    {
+        var fingerprint = TransactionFingerprint.Generate(accountId, date, amount, fitId);
+
+        // Check exact fingerprint match
+        var fpMatch = await _db.Transactions.FirstOrDefaultAsync(t => t.AccountId == accountId && t.Fingerprint == fingerprint);
+        if (fpMatch != null)
+            return new DuplicateMatch(fpMatch.Id, 1.0, "Exact fingerprint match");
+
+        // Check FITID match
+        if (!string.IsNullOrEmpty(fitId))
+        {
+            var fitIdMatch = await _db.Transactions.FirstOrDefaultAsync(t => t.AccountId == accountId && t.FitId == fitId);
+            if (fitIdMatch != null)
+                return new DuplicateMatch(fitIdMatch.Id, 0.95, "Matching FITID/Reference");
+        }
+
+        // Multi-factor scoring on nearby transactions
+        var candidates = await _db.Transactions
+            .Where(t => t.AccountId == accountId && t.Date >= date.AddDays(-3) && t.Date <= date.AddDays(3) && !t.IsVoid)
+            .ToListAsync();
+
+        DuplicateMatch? bestMatch = null;
+
+        foreach (var existing in candidates)
+        {
+            var confidence = CalculateConfidence(existing, date, amount, payeeName, fitId, checkNumber);
+            if (confidence >= 0.50 && (bestMatch == null || confidence > bestMatch.Confidence))
+            {
+                var reasons = new List<string>();
+                if (existing.Amount == amount) reasons.Add("amount");
+                if (existing.Date.Date == date.Date) reasons.Add("date");
+                if (!string.IsNullOrEmpty(payeeName) && !string.IsNullOrEmpty(existing.PayeeName))
+                    reasons.Add("payee");
+
+                bestMatch = new DuplicateMatch(existing.Id, confidence, $"Matched on: {string.Join(", ", reasons)}");
+            }
+        }
+
+        return bestMatch;
+    }
+
+    public double CalculateConfidence(Transaction existing, DateTime date, decimal amount, string? payeeName, string? fitId, string? checkNumber)
+    {
+        double score = 0;
+
+        // Amount matching
+        if (existing.Amount == amount)
+            score += 0.40;
+        else if (Math.Abs(existing.Amount - amount) <= 0.01m)
+            score += 0.35;
+
+        // Date matching
+        var daysDiff = Math.Abs((existing.Date.Date - date.Date).Days);
+        if (daysDiff == 0) score += 0.30;
+        else if (daysDiff <= 1) score += 0.20;
+        else if (daysDiff <= 2) score += 0.10;
+
+        // Payee matching (Jaro-Winkler)
+        if (!string.IsNullOrEmpty(payeeName) && !string.IsNullOrEmpty(existing.PayeeName))
+        {
+            var similarity = StringSimilarityHelper.Calculate(payeeName, existing.PayeeName);
+            if (similarity >= 0.85) score += 0.20;
+            else if (similarity >= 0.70) score += 0.10;
+        }
+
+        // Check number matching
+        if (!string.IsNullOrEmpty(checkNumber) && existing.CheckNumber == checkNumber)
+            score += 0.10;
+
+        return score;
+    }
+}