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.Enums;
+using Purrse.Core.Helpers;
+using Purrse.Core.Interfaces.Services;
+using Purrse.Core.Models;
+using Purrse.Plugins.Abstractions;
+using Purrse.Data;
+
+namespace Purrse.Api.Services;
+
+public class ImportService : IImportService
+{
+    private readonly PurrseDbContext _db;
+    private readonly IDuplicateDetectionService _duplicateService;
+    private readonly IPayeeService _payeeService;
+    private readonly IEnumerable<IFileParser> _parsers;
+
+    public ImportService(PurrseDbContext db, IDuplicateDetectionService duplicateService, IPayeeService payeeService, IEnumerable<IFileParser> parsers)
+    {
+        _db = db;
+        _duplicateService = duplicateService;
+        _payeeService = payeeService;
+        _parsers = parsers;
+    }
+
+    public async Task<ImportUploadResponse> UploadAsync(Guid userId, Guid accountId, string fileName, Stream fileStream)
+    {
+        var account = await _db.Accounts.FirstOrDefaultAsync(a => a.Id == accountId && a.UserId == userId)
+            ?? throw new KeyNotFoundException("Account not found");
+
+        var parser = _parsers.FirstOrDefault(p => p.CanParse(fileName, fileStream))
+            ?? throw new InvalidOperationException($"No parser found for file: {fileName}");
+
+        fileStream.Position = 0;
+        var parseResult = await parser.ParseAsync(fileStream, fileName);
+
+        if (!parseResult.Success)
+            throw new InvalidOperationException(parseResult.ErrorMessage ?? "Failed to parse file");
+
+        var batch = new ImportBatch
+        {
+            Id = Guid.NewGuid(),
+            UserId = userId,
+            AccountId = accountId,
+            FileName = fileName,
+            FileType = Path.GetExtension(fileName).TrimStart('.').ToUpperInvariant(),
+            TotalCount = parseResult.Transactions.Count,
+            Status = ImportStatus.Pending
+        };
+
+        var previews = new List<ImportedTransactionPreview>();
+
+        for (int i = 0; i < parseResult.Transactions.Count; i++)
+        {
+            var parsed = parseResult.Transactions[i];
+            var duplicate = await _duplicateService.FindDuplicateAsync(
+                accountId, parsed.Date, parsed.Amount, parsed.PayeeName, parsed.FitId, parsed.CheckNumber);
+
+            previews.Add(new ImportedTransactionPreview(
+                i, parsed.Date, parsed.Amount, parsed.PayeeName, parsed.Memo, parsed.FitId, duplicate));
+        }
+
+        _db.ImportBatches.Add(batch);
+        await _db.SaveChangesAsync();
+
+        var newCount = previews.Count(p => p.DuplicateMatch == null);
+        var dupCount = previews.Count(p => p.DuplicateMatch != null);
+
+        return new ImportUploadResponse(batch.Id, parseResult.Transactions.Count, newCount, dupCount, previews);
+    }
+
+    public async Task<ImportBatchResponse> ConfirmBatchAsync(Guid userId, Guid batchId)
+    {
+        var batch = await _db.ImportBatches.FirstOrDefaultAsync(b => b.Id == batchId && b.UserId == userId)
+            ?? throw new KeyNotFoundException("Import batch not found");
+
+        batch.Status = ImportStatus.Confirmed;
+        await _db.SaveChangesAsync();
+
+        return new ImportBatchResponse(batch.Id, batch.FileName, batch.FileType, batch.TotalCount,
+            batch.ImportedCount, batch.DuplicateCount, batch.SkippedCount, batch.Status.ToString(), batch.ImportedAt);
+    }
+
+    public async Task ResolveDuplicatesAsync(Guid userId, Guid batchId, ResolveDuplicatesRequest request)
+    {
+        var batch = await _db.ImportBatches.FirstOrDefaultAsync(b => b.Id == batchId && b.UserId == userId)
+            ?? throw new KeyNotFoundException("Import batch not found");
+
+        foreach (var resolution in request.Resolutions)
+        {
+            switch (resolution.Action)
+            {
+                case DuplicateAction.Skip:
+                    batch.SkippedCount++;
+                    break;
+                case DuplicateAction.Import:
+                    batch.ImportedCount++;
+                    break;
+                case DuplicateAction.Merge:
+                    batch.DuplicateCount++;
+                    break;
+            }
+        }
+
+        await _db.SaveChangesAsync();
+    }
+}