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 PayeeService : IPayeeService
+{
+    private readonly PurrseDbContext _db;
+
+    public PayeeService(PurrseDbContext db)
+    {
+        _db = db;
+    }
+
+    public async Task<List<PayeeResponse>> GetAllAsync(Guid userId)
+    {
+        return await _db.Payees
+            .Include(p => p.Aliases).Include(p => p.DefaultCategory)
+            .Where(p => p.UserId == userId)
+            .OrderBy(p => p.Name)
+            .Select(p => new PayeeResponse(p.Id, p.Name, p.DefaultCategoryId, p.DefaultCategory != null ? p.DefaultCategory.Name : null, p.IsActive, p.Aliases.Select(a => a.Alias).ToList()))
+            .ToListAsync();
+    }
+
+    public async Task<PayeeResponse?> GetByIdAsync(Guid userId, Guid payeeId)
+    {
+        var p = await _db.Payees.Include(p => p.Aliases).Include(p => p.DefaultCategory)
+            .FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId);
+        return p == null ? null : new PayeeResponse(p.Id, p.Name, p.DefaultCategoryId, p.DefaultCategory?.Name, p.IsActive, p.Aliases.Select(a => a.Alias).ToList());
+    }
+
+    public async Task<PayeeResponse> CreateAsync(Guid userId, CreatePayeeRequest request)
+    {
+        var payee = new Payee
+        {
+            Id = Guid.NewGuid(),
+            UserId = userId,
+            Name = request.Name,
+            DefaultCategoryId = request.DefaultCategoryId
+        };
+
+        if (request.Aliases?.Any() == true)
+        {
+            foreach (var alias in request.Aliases)
+                payee.Aliases.Add(new PayeeAlias { Id = Guid.NewGuid(), Alias = alias });
+        }
+
+        _db.Payees.Add(payee);
+        await _db.SaveChangesAsync();
+        return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, true, request.Aliases ?? new());
+    }
+
+    public async Task<PayeeResponse> UpdateAsync(Guid userId, Guid payeeId, UpdatePayeeRequest request)
+    {
+        var payee = await _db.Payees.Include(p => p.Aliases)
+            .FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
+            ?? throw new KeyNotFoundException("Payee not found");
+
+        payee.Name = request.Name;
+        payee.DefaultCategoryId = request.DefaultCategoryId;
+        payee.IsActive = request.IsActive;
+        await _db.SaveChangesAsync();
+
+        return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, payee.IsActive, payee.Aliases.Select(a => a.Alias).ToList());
+    }
+
+    public async Task DeleteAsync(Guid userId, Guid payeeId)
+    {
+        var payee = await _db.Payees.FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
+            ?? throw new KeyNotFoundException("Payee not found");
+        _db.Payees.Remove(payee);
+        await _db.SaveChangesAsync();
+    }
+
+    public async Task AddAliasAsync(Guid userId, Guid payeeId, string alias)
+    {
+        var payee = await _db.Payees.FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
+            ?? throw new KeyNotFoundException("Payee not found");
+        _db.PayeeAliases.Add(new PayeeAlias { Id = Guid.NewGuid(), PayeeId = payeeId, Alias = alias });
+        await _db.SaveChangesAsync();
+    }
+
+    public async Task RemoveAliasAsync(Guid userId, Guid payeeId, Guid aliasId)
+    {
+        var alias = await _db.PayeeAliases.FirstOrDefaultAsync(a => a.Id == aliasId && a.PayeeId == payeeId)
+            ?? throw new KeyNotFoundException("Alias not found");
+        _db.PayeeAliases.Remove(alias);
+        await _db.SaveChangesAsync();
+    }
+
+    public async Task<Payee?> MatchPayeeAsync(Guid userId, string importedName)
+    {
+        if (string.IsNullOrEmpty(importedName)) return null;
+
+        // Check exact match on name
+        var exact = await _db.Payees.FirstOrDefaultAsync(p => p.UserId == userId && p.Name == importedName && p.IsActive);
+        if (exact != null) return exact;
+
+        // Check aliases
+        var aliasMatch = await _db.PayeeAliases
+            .Include(a => a.Payee)
+            .FirstOrDefaultAsync(a => a.Payee.UserId == userId && a.Alias == importedName);
+        if (aliasMatch != null) return aliasMatch.Payee;
+
+        // Fuzzy match
+        var payees = await _db.Payees.Include(p => p.Aliases)
+            .Where(p => p.UserId == userId && p.IsActive).ToListAsync();
+
+        Payee? bestMatch = null;
+        double bestScore = 0;
+
+        foreach (var payee in payees)
+        {
+            var score = StringSimilarityHelper.Calculate(importedName, payee.Name);
+            if (score > bestScore) { bestScore = score; bestMatch = payee; }
+
+            foreach (var alias in payee.Aliases)
+            {
+                score = StringSimilarityHelper.Calculate(importedName, alias.Alias);
+                if (score > bestScore) { bestScore = score; bestMatch = payee; }
+            }
+        }
+
+        return bestScore >= 0.85 ? bestMatch : null;
+    }
+}