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>
This commit is contained in:
Catherine Renelle
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using Microsoft.EntityFrameworkCore;
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using Purrse.Core.DTOs;
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using Purrse.Core.Enums;
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using Purrse.Core.Interfaces.Services;
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using Purrse.Core.Models;
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using Purrse.Data;
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namespace Purrse.Api.Services;
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public class ScheduledTransactionService : IScheduledTransactionService
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{
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private readonly PurrseDbContext _db;
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private readonly ITransactionService _transactionService;
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public ScheduledTransactionService(PurrseDbContext db, ITransactionService transactionService)
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{
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_db = db;
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_transactionService = transactionService;
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}
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public async Task<List<ScheduledTransactionResponse>> GetAllAsync(Guid userId)
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{
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return await _db.ScheduledTransactions
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.Include(s => s.Account).Include(s => s.Category)
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.Where(s => s.UserId == userId)
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.OrderBy(s => s.NextDueDate)
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.Select(s => MapToResponse(s))
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.ToListAsync();
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}
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public async Task<ScheduledTransactionResponse?> GetByIdAsync(Guid userId, Guid id)
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{
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var s = await _db.ScheduledTransactions.Include(s => s.Account).Include(s => s.Category)
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.FirstOrDefaultAsync(s => s.Id == id && s.UserId == userId);
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return s == null ? null : MapToResponse(s);
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}
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public async Task<ScheduledTransactionResponse> CreateAsync(Guid userId, CreateScheduledTransactionRequest request)
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{
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var scheduled = new ScheduledTransaction
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{
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Id = Guid.NewGuid(),
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UserId = userId,
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AccountId = request.AccountId,
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Amount = request.Amount,
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PayeeName = request.PayeeName,
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PayeeId = request.PayeeId,
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CategoryId = request.CategoryId,
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Memo = request.Memo,
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Type = request.Type,
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Frequency = request.Frequency,
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NextDueDate = request.NextDueDate,
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EndDate = request.EndDate,
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AutoPost = request.AutoPost,
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ReminderDaysBefore = request.ReminderDaysBefore
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};
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_db.ScheduledTransactions.Add(scheduled);
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await _db.SaveChangesAsync();
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scheduled = await _db.ScheduledTransactions.Include(s => s.Account).Include(s => s.Category)
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.FirstAsync(s => s.Id == scheduled.Id);
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return MapToResponse(scheduled);
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}
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public async Task<ScheduledTransactionResponse> UpdateAsync(Guid userId, Guid id, UpdateScheduledTransactionRequest request)
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{
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var s = await _db.ScheduledTransactions.Include(s => s.Account).Include(s => s.Category)
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.FirstOrDefaultAsync(s => s.Id == id && s.UserId == userId)
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?? throw new KeyNotFoundException("Scheduled transaction not found");
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s.Amount = request.Amount;
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s.PayeeName = request.PayeeName;
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s.PayeeId = request.PayeeId;
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s.CategoryId = request.CategoryId;
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s.Memo = request.Memo;
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s.Type = request.Type;
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s.Frequency = request.Frequency;
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s.NextDueDate = request.NextDueDate;
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s.EndDate = request.EndDate;
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s.AutoPost = request.AutoPost;
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s.ReminderDaysBefore = request.ReminderDaysBefore;
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s.IsActive = request.IsActive;
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await _db.SaveChangesAsync();
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return MapToResponse(s);
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}
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public async Task DeleteAsync(Guid userId, Guid id)
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{
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var s = await _db.ScheduledTransactions.FirstOrDefaultAsync(s => s.Id == id && s.UserId == userId)
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?? throw new KeyNotFoundException("Scheduled transaction not found");
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_db.ScheduledTransactions.Remove(s);
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await _db.SaveChangesAsync();
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}
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public async Task SkipAsync(Guid userId, Guid id)
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{
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var s = await _db.ScheduledTransactions.FirstOrDefaultAsync(s => s.Id == id && s.UserId == userId)
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?? throw new KeyNotFoundException("Scheduled transaction not found");
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s.NextDueDate = CalculateNextDate(s.NextDueDate, s.Frequency);
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if (s.EndDate.HasValue && s.NextDueDate > s.EndDate.Value)
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s.IsActive = false;
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await _db.SaveChangesAsync();
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}
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public async Task<TransactionResponse> PostNowAsync(Guid userId, Guid id)
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{
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var s = await _db.ScheduledTransactions.FirstOrDefaultAsync(s => s.Id == id && s.UserId == userId)
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?? throw new KeyNotFoundException("Scheduled transaction not found");
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var result = await _transactionService.CreateAsync(userId, new CreateTransactionRequest(
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s.AccountId, s.NextDueDate, s.Amount, s.PayeeName, s.PayeeId,
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s.CategoryId, s.Memo, null, null, s.Type, null));
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s.NextDueDate = CalculateNextDate(s.NextDueDate, s.Frequency);
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if (s.EndDate.HasValue && s.NextDueDate > s.EndDate.Value)
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s.IsActive = false;
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await _db.SaveChangesAsync();
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return result;
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}
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public async Task ProcessDueTransactionsAsync()
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{
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var due = await _db.ScheduledTransactions
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.Where(s => s.IsActive && s.AutoPost && s.NextDueDate <= DateTime.UtcNow.Date)
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.ToListAsync();
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foreach (var s in due)
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{
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await PostNowAsync(s.UserId, s.Id);
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}
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}
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private static DateTime CalculateNextDate(DateTime current, Frequency frequency) => frequency switch
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{
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Frequency.Daily => current.AddDays(1),
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Frequency.Weekly => current.AddDays(7),
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Frequency.BiWeekly => current.AddDays(14),
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Frequency.SemiMonthly => current.Day <= 15 ? new DateTime(current.Year, current.Month, Math.Min(28, DateTime.DaysInMonth(current.Year, current.Month))) : current.AddMonths(1).AddDays(-(current.Day - 1)),
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Frequency.Monthly => current.AddMonths(1),
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Frequency.Quarterly => current.AddMonths(3),
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Frequency.SemiAnnually => current.AddMonths(6),
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Frequency.Annually => current.AddYears(1),
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_ => current.AddMonths(1)
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};
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private static ScheduledTransactionResponse MapToResponse(ScheduledTransaction s) => new(
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s.Id, s.AccountId, s.Account?.Name ?? "", s.Amount, s.PayeeName,
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s.CategoryId, s.Category?.Name, s.Memo, s.Type, s.Frequency,
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s.NextDueDate, s.EndDate, s.AutoPost, s.ReminderDaysBefore, s.IsActive);
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}
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