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>

src/Purrse.Core/DTOs/AccountDtos.cs

@@ -0,0 +1,53 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.DTOs;
+
+public record CreateAccountRequest(
+    string Name,
+    AccountType Type,
+    string? Institution,
+    string? AccountNumber,
+    decimal Balance,
+    decimal? CreditLimit,
+    decimal? InterestRate,
+    string? Notes
+);
+
+public record UpdateAccountRequest(
+    string Name,
+    string? Institution,
+    string? AccountNumber,
+    decimal? CreditLimit,
+    decimal? InterestRate,
+    string? Notes,
+    bool IsActive,
+    int SortOrder
+);
+
+public record AccountResponse(
+    Guid Id,
+    string Name,
+    AccountType Type,
+    string? Institution,
+    string? AccountNumber,
+    decimal Balance,
+    decimal? CreditLimit,
+    decimal? InterestRate,
+    bool IsActive,
+    bool IsClosed,
+    string? Notes,
+    int SortOrder,
+    DateTime CreatedAt,
+    bool HasLoanDetail
+);
+
+public record AccountSummaryResponse(
+    Guid Id,
+    string Name,
+    AccountType Type,
+    string? Institution,
+    decimal Balance,
+    decimal? CreditLimit
+);
+
+public record BalanceHistoryEntry(DateTime Date, decimal Balance);

src/Purrse.Core/DTOs/AuthDtos.cs

@@ -0,0 +1,6 @@
+namespace Purrse.Core.DTOs;
+
+public record RegisterRequest(string Username, string Email, string Password);
+public record LoginRequest(string Username, string Password);
+public record AuthResponse(string Token, string RefreshToken, DateTime ExpiresAt, string Username);
+public record RefreshRequest(string RefreshToken);

src/Purrse.Core/DTOs/BudgetDtos.cs

@@ -0,0 +1,22 @@
+namespace Purrse.Core.DTOs;
+
+public record CreateBudgetRequest(int Year, int Month, string? Notes, List<BudgetItemRequest> Items);
+public record UpdateBudgetRequest(string? Notes, List<BudgetItemRequest> Items);
+public record BudgetItemRequest(Guid CategoryId, decimal BudgetedAmount);
+
+public record BudgetResponse(
+    Guid Id,
+    int Year,
+    int Month,
+    string? Notes,
+    List<BudgetItemResponse> Items,
+    DateTime CreatedAt
+);
+
+public record BudgetItemResponse(
+    Guid Id,
+    Guid CategoryId,
+    string CategoryName,
+    decimal BudgetedAmount,
+    decimal ActualAmount
+);

src/Purrse.Core/DTOs/CategoryDtos.cs

@@ -0,0 +1,27 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.DTOs;
+
+public record CreateCategoryRequest(string Name, CategoryType Type, Guid? ParentId);
+public record UpdateCategoryRequest(string Name, Guid? ParentId, int SortOrder, bool IsActive);
+
+public record CategoryResponse(
+    Guid Id,
+    string Name,
+    CategoryType Type,
+    Guid? ParentId,
+    string? ParentName,
+    int SortOrder,
+    bool IsSystem,
+    bool IsActive
+);
+
+public record CategoryTreeResponse(
+    Guid Id,
+    string Name,
+    CategoryType Type,
+    int SortOrder,
+    bool IsSystem,
+    bool IsActive,
+    List<CategoryTreeResponse> Children
+);

src/Purrse.Core/DTOs/DashboardDtos.cs

@@ -0,0 +1,27 @@
+namespace Purrse.Core.DTOs;
+
+public record DashboardResponse(
+    decimal NetWorth,
+    decimal TotalAssets,
+    decimal TotalLiabilities,
+    List<AccountSummaryResponse> Accounts,
+    List<TransactionResponse> RecentTransactions,
+    SpendingSummary SpendingSummary,
+    List<UpcomingBill> UpcomingBills
+);
+
+public record SpendingSummary(
+    decimal ThisMonth,
+    decimal LastMonth,
+    decimal ChangePercent,
+    List<CategorySpending> TopCategories
+);
+
+public record UpcomingBill(
+    Guid Id,
+    string PayeeName,
+    decimal Amount,
+    DateTime DueDate,
+    string AccountName,
+    bool AutoPost
+);

src/Purrse.Core/DTOs/ImportDtos.cs

@@ -0,0 +1,38 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.DTOs;
+
+public record ImportUploadResponse(
+    Guid BatchId,
+    int TotalTransactions,
+    int NewTransactions,
+    int PossibleDuplicates,
+    List<ImportedTransactionPreview> Previews
+);
+
+public record ImportedTransactionPreview(
+    int Index,
+    DateTime Date,
+    decimal Amount,
+    string? PayeeName,
+    string? Memo,
+    string? FitId,
+    DuplicateMatch? DuplicateMatch
+);
+
+public record DuplicateMatch(
+    Guid ExistingTransactionId,
+    double Confidence,
+    string MatchReason
+);
+
+public record ResolveDuplicatesRequest(List<DuplicateResolution> Resolutions);
+
+public record DuplicateResolution(int Index, DuplicateAction Action);
+
+public enum DuplicateAction
+{
+    Import,
+    Skip,
+    Merge
+}

src/Purrse.Core/DTOs/InvestmentDtos.cs

@@ -0,0 +1,22 @@
+namespace Purrse.Core.DTOs;
+
+public record InvestmentHoldingResponse(
+    Guid Id,
+    string Symbol,
+    string SecurityName,
+    decimal Shares,
+    decimal CostBasis,
+    decimal CurrentPrice,
+    decimal MarketValue,
+    decimal GainLoss,
+    decimal GainLossPercent,
+    DateTime AsOfDate
+);
+
+public record InvestmentPerformanceResponse(
+    decimal TotalMarketValue,
+    decimal TotalCostBasis,
+    decimal TotalGainLoss,
+    decimal TotalGainLossPercent,
+    List<InvestmentHoldingResponse> Holdings
+);

src/Purrse.Core/DTOs/LoanDtos.cs

@@ -0,0 +1,50 @@
+namespace Purrse.Core.DTOs;
+
+public record CreateLoanDetailRequest(
+    decimal OriginalBalance,
+    decimal InterestRate,
+    int TermMonths,
+    decimal MonthlyPayment,
+    DateTime OriginationDate,
+    DateTime MaturityDate,
+    decimal? EscrowAmount,
+    decimal? ExtraPayment
+);
+
+public record LoanDetailResponse(
+    Guid Id,
+    Guid AccountId,
+    string AccountName,
+    decimal OriginalBalance,
+    decimal CurrentBalance,
+    decimal InterestRate,
+    int TermMonths,
+    decimal MonthlyPayment,
+    DateTime OriginationDate,
+    DateTime MaturityDate,
+    decimal? EscrowAmount,
+    decimal? ExtraPayment,
+    List<AmortizationEntryResponse> AmortizationSchedule
+);
+
+public record AmortizationEntryResponse(
+    int PaymentNumber,
+    DateTime PaymentDate,
+    decimal PaymentAmount,
+    decimal PrincipalAmount,
+    decimal InterestAmount,
+    decimal? EscrowAmount,
+    decimal RemainingBalance
+);
+
+public record PayoffScenarioRequest(decimal? ExtraMonthlyPayment, decimal? LumpSumPayment, DateTime? LumpSumDate);
+
+public record PayoffScenarioResponse(
+    DateTime OriginalPayoffDate,
+    DateTime NewPayoffDate,
+    decimal TotalInterestOriginal,
+    decimal TotalInterestNew,
+    decimal InterestSaved,
+    int MonthsSaved,
+    List<AmortizationEntryResponse> NewSchedule
+);

src/Purrse.Core/DTOs/PayeeDtos.cs

@@ -0,0 +1,15 @@
+namespace Purrse.Core.DTOs;
+
+public record CreatePayeeRequest(string Name, Guid? DefaultCategoryId, List<string>? Aliases);
+public record UpdatePayeeRequest(string Name, Guid? DefaultCategoryId, bool IsActive);
+
+public record PayeeResponse(
+    Guid Id,
+    string Name,
+    Guid? DefaultCategoryId,
+    string? DefaultCategoryName,
+    bool IsActive,
+    List<string> Aliases
+);
+
+public record CreatePayeeAliasRequest(string Alias);

src/Purrse.Core/DTOs/PluginDtos.cs

@@ -0,0 +1,14 @@
+namespace Purrse.Core.DTOs;
+
+public record PluginResponse(
+    Guid Id,
+    string PluginId,
+    string Name,
+    string Version,
+    bool IsEnabled,
+    DateTime InstalledAt,
+    List<string> Capabilities,
+    Dictionary<string, string> Configuration
+);
+
+public record PluginConfigurationRequest(Dictionary<string, string> Settings);

src/Purrse.Core/DTOs/ReconciliationDtos.cs

@@ -0,0 +1,14 @@
+namespace Purrse.Core.DTOs;
+
+public record StartReconciliationRequest(DateTime StatementDate, decimal StatementBalance);
+
+public record ReconciliationResponse(
+    Guid Id,
+    Guid AccountId,
+    DateTime StatementDate,
+    decimal StatementBalance,
+    decimal ClearedBalance,
+    decimal Difference,
+    bool IsCompleted,
+    List<TransactionResponse> UnclearedTransactions
+);

src/Purrse.Core/DTOs/ReportDtos.cs

@@ -0,0 +1,32 @@
+namespace Purrse.Core.DTOs;
+
+public record SpendingByCategoryReport(
+    DateTime StartDate,
+    DateTime EndDate,
+    decimal TotalSpending,
+    List<CategorySpending> Categories
+);
+
+public record CategorySpending(string CategoryName, decimal Amount, decimal Percentage, string? ParentCategoryName);
+
+public record IncomeVsExpenseReport(
+    DateTime StartDate,
+    DateTime EndDate,
+    List<MonthlyIncomeExpense> Months
+);
+
+public record MonthlyIncomeExpense(int Year, int Month, decimal Income, decimal Expenses, decimal Net);
+
+public record NetWorthReport(List<NetWorthEntry> Entries);
+public record NetWorthEntry(DateTime Date, decimal Assets, decimal Liabilities, decimal NetWorth);
+
+public record CashFlowReport(
+    DateTime StartDate,
+    DateTime EndDate,
+    decimal TotalInflow,
+    decimal TotalOutflow,
+    decimal NetCashFlow,
+    List<CashFlowEntry> Entries
+);
+
+public record CashFlowEntry(DateTime Date, decimal Inflow, decimal Outflow, decimal Net);

src/Purrse.Core/DTOs/ScheduledTransactionDtos.cs

@@ -0,0 +1,51 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.DTOs;
+
+public record CreateScheduledTransactionRequest(
+    Guid AccountId,
+    decimal Amount,
+    string? PayeeName,
+    Guid? PayeeId,
+    Guid? CategoryId,
+    string? Memo,
+    TransactionType Type,
+    Frequency Frequency,
+    DateTime NextDueDate,
+    DateTime? EndDate,
+    bool AutoPost,
+    int ReminderDaysBefore
+);
+
+public record UpdateScheduledTransactionRequest(
+    decimal Amount,
+    string? PayeeName,
+    Guid? PayeeId,
+    Guid? CategoryId,
+    string? Memo,
+    TransactionType Type,
+    Frequency Frequency,
+    DateTime NextDueDate,
+    DateTime? EndDate,
+    bool AutoPost,
+    int ReminderDaysBefore,
+    bool IsActive
+);
+
+public record ScheduledTransactionResponse(
+    Guid Id,
+    Guid AccountId,
+    string AccountName,
+    decimal Amount,
+    string? PayeeName,
+    Guid? CategoryId,
+    string? CategoryName,
+    string? Memo,
+    TransactionType Type,
+    Frequency Frequency,
+    DateTime NextDueDate,
+    DateTime? EndDate,
+    bool AutoPost,
+    int ReminderDaysBefore,
+    bool IsActive
+);

src/Purrse.Core/DTOs/TransactionDtos.cs

@@ -0,0 +1,81 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.DTOs;
+
+public record CreateTransactionRequest(
+    Guid AccountId,
+    DateTime Date,
+    decimal Amount,
+    string? PayeeName,
+    Guid? PayeeId,
+    Guid? CategoryId,
+    string? Memo,
+    string? ReferenceNumber,
+    string? CheckNumber,
+    TransactionType Type,
+    List<SplitRequest>? Splits
+);
+
+public record UpdateTransactionRequest(
+    DateTime Date,
+    decimal Amount,
+    string? PayeeName,
+    Guid? PayeeId,
+    Guid? CategoryId,
+    string? Memo,
+    string? ReferenceNumber,
+    string? CheckNumber,
+    TransactionType Type,
+    TransactionStatus Status,
+    List<SplitRequest>? Splits
+);
+
+public record SplitRequest(Guid? CategoryId, decimal Amount, string? Memo);
+
+public record TransactionResponse(
+    Guid Id,
+    Guid AccountId,
+    string? AccountName,
+    DateTime Date,
+    decimal Amount,
+    Guid? PayeeId,
+    string? PayeeName,
+    Guid? CategoryId,
+    string? CategoryName,
+    string? Memo,
+    string? ReferenceNumber,
+    string? CheckNumber,
+    TransactionType Type,
+    TransactionStatus Status,
+    bool IsVoid,
+    Guid? TransferTransactionId,
+    Guid? ImportBatchId,
+    List<SplitResponse>? Splits,
+    DateTime CreatedAt
+);
+
+public record SplitResponse(Guid Id, Guid? CategoryId, string? CategoryName, decimal Amount, string? Memo);
+
+public record CreateTransferRequest(
+    Guid FromAccountId,
+    Guid ToAccountId,
+    DateTime Date,
+    decimal Amount,
+    string? Memo
+);
+
+public record TransactionSearchRequest(
+    Guid? AccountId,
+    DateTime? StartDate,
+    DateTime? EndDate,
+    decimal? MinAmount,
+    decimal? MaxAmount,
+    string? PayeeName,
+    Guid? CategoryId,
+    TransactionStatus? Status,
+    string? SearchText,
+    int Page = 1,
+    int PageSize = 50
+);
+
+public record PagedResult<T>(List<T> Items, int TotalCount, int Page, int PageSize, int TotalPages);

src/Purrse.Core/Enums/AccountType.cs

@@ -0,0 +1,16 @@
+namespace Purrse.Core.Enums;
+
+public enum AccountType
+{
+    Checking,
+    Savings,
+    CreditCard,
+    AutoLoan,
+    PersonalLoan,
+    Mortgage,
+    LineOfCredit,
+    Retirement401k,
+    IRA,
+    Brokerage,
+    Cash
+}

src/Purrse.Core/Enums/CategoryType.cs

@@ -0,0 +1,8 @@
+namespace Purrse.Core.Enums;
+
+public enum CategoryType
+{
+    Income,
+    Expense,
+    Transfer
+}

src/Purrse.Core/Enums/Frequency.cs

@@ -0,0 +1,13 @@
+namespace Purrse.Core.Enums;
+
+public enum Frequency
+{
+    Daily,
+    Weekly,
+    BiWeekly,
+    SemiMonthly,
+    Monthly,
+    Quarterly,
+    SemiAnnually,
+    Annually
+}

src/Purrse.Core/Enums/ImportStatus.cs

@@ -0,0 +1,8 @@
+namespace Purrse.Core.Enums;
+
+public enum ImportStatus
+{
+    Pending,
+    Confirmed,
+    Rejected
+}

src/Purrse.Core/Enums/TransactionStatus.cs

@@ -0,0 +1,8 @@
+namespace Purrse.Core.Enums;
+
+public enum TransactionStatus
+{
+    Uncleared,
+    Cleared,
+    Reconciled
+}

src/Purrse.Core/Enums/TransactionType.cs

@@ -0,0 +1,8 @@
+namespace Purrse.Core.Enums;
+
+public enum TransactionType
+{
+    Debit,
+    Credit,
+    Transfer
+}

src/Purrse.Core/Helpers/StringSimilarity.cs

@@ -0,0 +1,15 @@
+using F23.StringSimilarity;
+
+namespace Purrse.Core.Helpers;
+
+public static class StringSimilarityHelper
+{
+    private static readonly JaroWinkler _jaroWinkler = new();
+
+    public static double Calculate(string s1, string s2)
+    {
+        if (string.IsNullOrEmpty(s1) || string.IsNullOrEmpty(s2))
+            return 0;
+        return _jaroWinkler.Similarity(s1.ToUpperInvariant(), s2.ToUpperInvariant());
+    }
+}

src/Purrse.Core/Helpers/TransactionFingerprint.cs

@@ -0,0 +1,14 @@
+using System.Security.Cryptography;
+using System.Text;
+
+namespace Purrse.Core.Helpers;
+
+public static class TransactionFingerprint
+{
+    public static string Generate(Guid accountId, DateTime date, decimal amount, string? fitId)
+    {
+        var input = $"{accountId}|{date:yyyyMMdd}|{amount:F2}|{fitId ?? ""}";
+        var bytes = SHA256.HashData(Encoding.UTF8.GetBytes(input));
+        return Convert.ToHexStringLower(bytes);
+    }
+}

src/Purrse.Core/Interfaces/Services/IAccountService.cs

@@ -0,0 +1,14 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IAccountService
+{
+    Task<List<AccountResponse>> GetAllAsync(Guid userId);
+    Task<AccountResponse?> GetByIdAsync(Guid userId, Guid accountId);
+    Task<AccountResponse> CreateAsync(Guid userId, CreateAccountRequest request);
+    Task<AccountResponse> UpdateAsync(Guid userId, Guid accountId, UpdateAccountRequest request);
+    Task DeleteAsync(Guid userId, Guid accountId);
+    Task<List<BalanceHistoryEntry>> GetBalanceHistoryAsync(Guid userId, Guid accountId, DateTime startDate, DateTime endDate);
+    Task RecalculateBalanceAsync(Guid accountId);
+}

src/Purrse.Core/Interfaces/Services/IAuthService.cs

@@ -0,0 +1,11 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IAuthService
+{
+    Task<AuthResponse> RegisterAsync(RegisterRequest request);
+    Task<AuthResponse> LoginAsync(LoginRequest request);
+    Task<AuthResponse> RefreshTokenAsync(string refreshToken);
+    Task RevokeRefreshTokenAsync(Guid userId);
+}

src/Purrse.Core/Interfaces/Services/IBudgetService.cs

@@ -0,0 +1,12 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IBudgetService
+{
+    Task<BudgetResponse?> GetByMonthAsync(Guid userId, int year, int month);
+    Task<BudgetResponse> CreateAsync(Guid userId, CreateBudgetRequest request);
+    Task<BudgetResponse> UpdateAsync(Guid userId, Guid budgetId, UpdateBudgetRequest request);
+    Task DeleteAsync(Guid userId, Guid budgetId);
+    Task<List<BudgetItemResponse>> GetActualsAsync(Guid userId, Guid budgetId);
+}

src/Purrse.Core/Interfaces/Services/ICategoryService.cs

@@ -0,0 +1,14 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface ICategoryService
+{
+    Task<List<CategoryResponse>> GetAllAsync(Guid userId);
+    Task<List<CategoryTreeResponse>> GetTreeAsync(Guid userId);
+    Task<CategoryResponse?> GetByIdAsync(Guid userId, Guid categoryId);
+    Task<CategoryResponse> CreateAsync(Guid userId, CreateCategoryRequest request);
+    Task<CategoryResponse> UpdateAsync(Guid userId, Guid categoryId, UpdateCategoryRequest request);
+    Task DeleteAsync(Guid userId, Guid categoryId);
+    Task SeedDefaultCategoriesAsync(Guid userId);
+}

src/Purrse.Core/Interfaces/Services/IDashboardService.cs

@@ -0,0 +1,8 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IDashboardService
+{
+    Task<DashboardResponse> GetDashboardAsync(Guid userId);
+}

src/Purrse.Core/Interfaces/Services/IDuplicateDetectionService.cs

@@ -0,0 +1,10 @@
+using Purrse.Core.DTOs;
+using Purrse.Core.Models;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IDuplicateDetectionService
+{
+    Task<DuplicateMatch?> FindDuplicateAsync(Guid accountId, DateTime date, decimal amount, string? payeeName, string? fitId, string? checkNumber);
+    double CalculateConfidence(Transaction existing, DateTime date, decimal amount, string? payeeName, string? fitId, string? checkNumber);
+}

src/Purrse.Core/Interfaces/Services/IImportService.cs

@@ -0,0 +1,22 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IImportService
+{
+    Task<ImportUploadResponse> UploadAsync(Guid userId, Guid accountId, string fileName, Stream fileStream);
+    Task<ImportBatchResponse> ConfirmBatchAsync(Guid userId, Guid batchId);
+    Task ResolveDuplicatesAsync(Guid userId, Guid batchId, ResolveDuplicatesRequest request);
+}
+
+public record ImportBatchResponse(
+    Guid Id,
+    string FileName,
+    string FileType,
+    int TotalCount,
+    int ImportedCount,
+    int DuplicateCount,
+    int SkippedCount,
+    string Status,
+    DateTime ImportedAt
+);

src/Purrse.Core/Interfaces/Services/ILoanService.cs

@@ -0,0 +1,12 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface ILoanService
+{
+    Task<LoanDetailResponse?> GetLoanDetailAsync(Guid userId, Guid accountId);
+    Task<LoanDetailResponse> CreateLoanDetailAsync(Guid userId, Guid accountId, CreateLoanDetailRequest request);
+    Task<LoanDetailResponse> UpdateLoanDetailAsync(Guid userId, Guid accountId, CreateLoanDetailRequest request);
+    Task<List<AmortizationEntryResponse>> GetAmortizationScheduleAsync(Guid userId, Guid accountId);
+    Task<PayoffScenarioResponse> CalculatePayoffScenarioAsync(Guid userId, Guid accountId, PayoffScenarioRequest request);
+}

src/Purrse.Core/Interfaces/Services/IPayeeService.cs

@@ -0,0 +1,16 @@
+using Purrse.Core.DTOs;
+using Purrse.Core.Models;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IPayeeService
+{
+    Task<List<PayeeResponse>> GetAllAsync(Guid userId);
+    Task<PayeeResponse?> GetByIdAsync(Guid userId, Guid payeeId);
+    Task<PayeeResponse> CreateAsync(Guid userId, CreatePayeeRequest request);
+    Task<PayeeResponse> UpdateAsync(Guid userId, Guid payeeId, UpdatePayeeRequest request);
+    Task DeleteAsync(Guid userId, Guid payeeId);
+    Task AddAliasAsync(Guid userId, Guid payeeId, string alias);
+    Task RemoveAliasAsync(Guid userId, Guid payeeId, Guid aliasId);
+    Task<Payee?> MatchPayeeAsync(Guid userId, string importedName);
+}

src/Purrse.Core/Interfaces/Services/IReportService.cs

@@ -0,0 +1,11 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IReportService
+{
+    Task<SpendingByCategoryReport> GetSpendingByCategoryAsync(Guid userId, DateTime startDate, DateTime endDate, Guid? accountId = null);
+    Task<IncomeVsExpenseReport> GetIncomeVsExpenseAsync(Guid userId, DateTime startDate, DateTime endDate);
+    Task<NetWorthReport> GetNetWorthAsync(Guid userId, DateTime startDate, DateTime endDate);
+    Task<CashFlowReport> GetCashFlowAsync(Guid userId, DateTime startDate, DateTime endDate);
+}

src/Purrse.Core/Interfaces/Services/IScheduledTransactionService.cs

@@ -0,0 +1,15 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface IScheduledTransactionService
+{
+    Task<List<ScheduledTransactionResponse>> GetAllAsync(Guid userId);
+    Task<ScheduledTransactionResponse?> GetByIdAsync(Guid userId, Guid id);
+    Task<ScheduledTransactionResponse> CreateAsync(Guid userId, CreateScheduledTransactionRequest request);
+    Task<ScheduledTransactionResponse> UpdateAsync(Guid userId, Guid id, UpdateScheduledTransactionRequest request);
+    Task DeleteAsync(Guid userId, Guid id);
+    Task SkipAsync(Guid userId, Guid id);
+    Task<TransactionResponse> PostNowAsync(Guid userId, Guid id);
+    Task ProcessDueTransactionsAsync();
+}

src/Purrse.Core/Interfaces/Services/ITransactionService.cs

@@ -0,0 +1,15 @@
+using Purrse.Core.DTOs;
+
+namespace Purrse.Core.Interfaces.Services;
+
+public interface ITransactionService
+{
+    Task<PagedResult<TransactionResponse>> GetByAccountAsync(Guid userId, Guid accountId, int page, int pageSize);
+    Task<TransactionResponse?> GetByIdAsync(Guid userId, Guid transactionId);
+    Task<TransactionResponse> CreateAsync(Guid userId, CreateTransactionRequest request);
+    Task<TransactionResponse> UpdateAsync(Guid userId, Guid transactionId, UpdateTransactionRequest request);
+    Task DeleteAsync(Guid userId, Guid transactionId);
+    Task<PagedResult<TransactionResponse>> SearchAsync(Guid userId, TransactionSearchRequest request);
+    Task<(TransactionResponse From, TransactionResponse To)> CreateTransferAsync(Guid userId, CreateTransferRequest request);
+    Task VoidAsync(Guid userId, Guid transactionId);
+}

src/Purrse.Core/Models/Account.cs

@@ -0,0 +1,28 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.Models;
+
+public class Account
+{
+    public Guid Id { get; set; }
+    public Guid UserId { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public AccountType Type { get; set; }
+    public string? Institution { get; set; }
+    public string? AccountNumber { get; set; }
+    public decimal Balance { get; set; }
+    public decimal? CreditLimit { get; set; }
+    public decimal? InterestRate { get; set; }
+    public bool IsActive { get; set; } = true;
+    public bool IsClosed { get; set; }
+    public string? Notes { get; set; }
+    public int SortOrder { get; set; }
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+    public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
+
+    public User User { get; set; } = null!;
+    public LoanDetail? LoanDetail { get; set; }
+    public ICollection<Transaction> Transactions { get; set; } = new List<Transaction>();
+    public ICollection<InvestmentHolding> InvestmentHoldings { get; set; } = new List<InvestmentHolding>();
+    public ICollection<Reconciliation> Reconciliations { get; set; } = new List<Reconciliation>();
+}

src/Purrse.Core/Models/AmortizationEntry.cs

@@ -0,0 +1,16 @@
+namespace Purrse.Core.Models;
+
+public class AmortizationEntry
+{
+    public Guid Id { get; set; }
+    public Guid LoanDetailId { get; set; }
+    public int PaymentNumber { get; set; }
+    public DateTime PaymentDate { get; set; }
+    public decimal PaymentAmount { get; set; }
+    public decimal PrincipalAmount { get; set; }
+    public decimal InterestAmount { get; set; }
+    public decimal? EscrowAmount { get; set; }
+    public decimal RemainingBalance { get; set; }
+
+    public LoanDetail LoanDetail { get; set; } = null!;
+}

src/Purrse.Core/Models/Budget.cs

@@ -0,0 +1,14 @@
+namespace Purrse.Core.Models;
+
+public class Budget
+{
+    public Guid Id { get; set; }
+    public Guid UserId { get; set; }
+    public int Year { get; set; }
+    public int Month { get; set; }
+    public string? Notes { get; set; }
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+
+    public User User { get; set; } = null!;
+    public ICollection<BudgetItem> Items { get; set; } = new List<BudgetItem>();
+}

src/Purrse.Core/Models/BudgetItem.cs

@@ -0,0 +1,12 @@
+namespace Purrse.Core.Models;
+
+public class BudgetItem
+{
+    public Guid Id { get; set; }
+    public Guid BudgetId { get; set; }
+    public Guid CategoryId { get; set; }
+    public decimal BudgetedAmount { get; set; }
+
+    public Budget Budget { get; set; } = null!;
+    public Category Category { get; set; } = null!;
+}

src/Purrse.Core/Models/Category.cs

@@ -0,0 +1,21 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.Models;
+
+public class Category
+{
+    public Guid Id { get; set; }
+    public Guid UserId { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public CategoryType Type { get; set; }
+    public Guid? ParentId { get; set; }
+    public int SortOrder { get; set; }
+    public bool IsSystem { get; set; }
+    public bool IsActive { get; set; } = true;
+
+    public User User { get; set; } = null!;
+    public Category? Parent { get; set; }
+    public ICollection<Category> Children { get; set; } = new List<Category>();
+    public ICollection<Transaction> Transactions { get; set; } = new List<Transaction>();
+    public ICollection<BudgetItem> BudgetItems { get; set; } = new List<BudgetItem>();
+}

src/Purrse.Core/Models/ImportBatch.cs

@@ -0,0 +1,22 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.Models;
+
+public class ImportBatch
+{
+    public Guid Id { get; set; }
+    public Guid UserId { get; set; }
+    public Guid AccountId { get; set; }
+    public string FileName { get; set; } = string.Empty;
+    public string FileType { get; set; } = string.Empty;
+    public int TotalCount { get; set; }
+    public int ImportedCount { get; set; }
+    public int DuplicateCount { get; set; }
+    public int SkippedCount { get; set; }
+    public ImportStatus Status { get; set; } = ImportStatus.Pending;
+    public DateTime ImportedAt { get; set; } = DateTime.UtcNow;
+
+    public User User { get; set; } = null!;
+    public Account Account { get; set; } = null!;
+    public ICollection<Transaction> Transactions { get; set; } = new List<Transaction>();
+}

src/Purrse.Core/Models/InvestmentHolding.cs

@@ -0,0 +1,14 @@
+namespace Purrse.Core.Models;
+
+public class InvestmentHolding
+{
+    public Guid Id { get; set; }
+    public Guid AccountId { get; set; }
+    public Guid SecurityId { get; set; }
+    public decimal Shares { get; set; }
+    public decimal CostBasis { get; set; }
+    public DateTime AsOfDate { get; set; }
+
+    public Account Account { get; set; } = null!;
+    public Security Security { get; set; } = null!;
+}

src/Purrse.Core/Models/LoanDetail.cs

@@ -0,0 +1,18 @@
+namespace Purrse.Core.Models;
+
+public class LoanDetail
+{
+    public Guid Id { get; set; }
+    public Guid AccountId { get; set; }
+    public decimal OriginalBalance { get; set; }
+    public decimal InterestRate { get; set; }
+    public int TermMonths { get; set; }
+    public decimal MonthlyPayment { get; set; }
+    public DateTime OriginationDate { get; set; }
+    public DateTime MaturityDate { get; set; }
+    public decimal? EscrowAmount { get; set; }
+    public decimal? ExtraPayment { get; set; }
+
+    public Account Account { get; set; } = null!;
+    public ICollection<AmortizationEntry> AmortizationEntries { get; set; } = new List<AmortizationEntry>();
+}

src/Purrse.Core/Models/Payee.cs

@@ -0,0 +1,15 @@
+namespace Purrse.Core.Models;
+
+public class Payee
+{
+    public Guid Id { get; set; }
+    public Guid UserId { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public Guid? DefaultCategoryId { get; set; }
+    public bool IsActive { get; set; } = true;
+
+    public User User { get; set; } = null!;
+    public Category? DefaultCategory { get; set; }
+    public ICollection<PayeeAlias> Aliases { get; set; } = new List<PayeeAlias>();
+    public ICollection<Transaction> Transactions { get; set; } = new List<Transaction>();
+}

src/Purrse.Core/Models/PayeeAlias.cs

@@ -0,0 +1,10 @@
+namespace Purrse.Core.Models;
+
+public class PayeeAlias
+{
+    public Guid Id { get; set; }
+    public Guid PayeeId { get; set; }
+    public string Alias { get; set; } = string.Empty;
+
+    public Payee Payee { get; set; } = null!;
+}

src/Purrse.Core/Models/PluginConfiguration.cs

@@ -0,0 +1,11 @@
+namespace Purrse.Core.Models;
+
+public class PluginConfiguration
+{
+    public Guid Id { get; set; }
+    public Guid PluginRegistrationId { get; set; }
+    public string Key { get; set; } = string.Empty;
+    public string Value { get; set; } = string.Empty;
+
+    public PluginRegistration PluginRegistration { get; set; } = null!;
+}

src/Purrse.Core/Models/PluginRegistration.cs

@@ -0,0 +1,15 @@
+namespace Purrse.Core.Models;
+
+public class PluginRegistration
+{
+    public Guid Id { get; set; }
+    public string PluginId { get; set; } = string.Empty;
+    public string Name { get; set; } = string.Empty;
+    public string Version { get; set; } = string.Empty;
+    public string EntryAssembly { get; set; } = string.Empty;
+    public string EntryType { get; set; } = string.Empty;
+    public bool IsEnabled { get; set; } = true;
+    public DateTime InstalledAt { get; set; } = DateTime.UtcNow;
+
+    public ICollection<PluginConfiguration> Configurations { get; set; } = new List<PluginConfiguration>();
+}

src/Purrse.Core/Models/Reconciliation.cs

@@ -0,0 +1,15 @@
+namespace Purrse.Core.Models;
+
+public class Reconciliation
+{
+    public Guid Id { get; set; }
+    public Guid AccountId { get; set; }
+    public DateTime StatementDate { get; set; }
+    public decimal StatementBalance { get; set; }
+    public bool IsCompleted { get; set; }
+    public DateTime? CompletedAt { get; set; }
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+
+    public Account Account { get; set; } = null!;
+    public ICollection<Transaction> Transactions { get; set; } = new List<Transaction>();
+}

src/Purrse.Core/Models/ScheduledTransaction.cs

@@ -0,0 +1,28 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.Models;
+
+public class ScheduledTransaction
+{
+    public Guid Id { get; set; }
+    public Guid UserId { get; set; }
+    public Guid AccountId { get; set; }
+    public decimal Amount { get; set; }
+    public string? PayeeName { get; set; }
+    public Guid? PayeeId { get; set; }
+    public Guid? CategoryId { get; set; }
+    public string? Memo { get; set; }
+    public TransactionType Type { get; set; }
+    public Frequency Frequency { get; set; }
+    public DateTime NextDueDate { get; set; }
+    public DateTime? EndDate { get; set; }
+    public bool AutoPost { get; set; }
+    public int ReminderDaysBefore { get; set; } = 3;
+    public bool IsActive { get; set; } = true;
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+
+    public User User { get; set; } = null!;
+    public Account Account { get; set; } = null!;
+    public Payee? Payee { get; set; }
+    public Category? Category { get; set; }
+}

src/Purrse.Core/Models/Security.cs

@@ -0,0 +1,12 @@
+namespace Purrse.Core.Models;
+
+public class Security
+{
+    public Guid Id { get; set; }
+    public string Symbol { get; set; } = string.Empty;
+    public string Name { get; set; } = string.Empty;
+    public string? SecurityType { get; set; }
+
+    public ICollection<InvestmentHolding> Holdings { get; set; } = new List<InvestmentHolding>();
+    public ICollection<SecurityPrice> Prices { get; set; } = new List<SecurityPrice>();
+}

src/Purrse.Core/Models/SecurityPrice.cs

@@ -0,0 +1,11 @@
+namespace Purrse.Core.Models;
+
+public class SecurityPrice
+{
+    public Guid Id { get; set; }
+    public Guid SecurityId { get; set; }
+    public DateTime Date { get; set; }
+    public decimal Price { get; set; }
+
+    public Security Security { get; set; } = null!;
+}

src/Purrse.Core/Models/Transaction.cs

@@ -0,0 +1,35 @@
+using Purrse.Core.Enums;
+
+namespace Purrse.Core.Models;
+
+public class Transaction
+{
+    public Guid Id { get; set; }
+    public Guid AccountId { get; set; }
+    public DateTime Date { get; set; }
+    public decimal Amount { get; set; }
+    public Guid? PayeeId { get; set; }
+    public string? PayeeName { get; set; }
+    public Guid? CategoryId { get; set; }
+    public string? Memo { get; set; }
+    public string? ReferenceNumber { get; set; }
+    public string? CheckNumber { get; set; }
+    public TransactionType Type { get; set; }
+    public TransactionStatus Status { get; set; } = TransactionStatus.Uncleared;
+    public string? FitId { get; set; }
+    public string? Fingerprint { get; set; }
+    public Guid? TransferTransactionId { get; set; }
+    public Guid? ImportBatchId { get; set; }
+    public Guid? ReconciliationId { get; set; }
+    public bool IsVoid { get; set; }
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+    public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
+
+    public Account Account { get; set; } = null!;
+    public Payee? Payee { get; set; }
+    public Category? Category { get; set; }
+    public Transaction? TransferTransaction { get; set; }
+    public ImportBatch? ImportBatch { get; set; }
+    public Reconciliation? Reconciliation { get; set; }
+    public ICollection<TransactionSplit> Splits { get; set; } = new List<TransactionSplit>();
+}

src/Purrse.Core/Models/TransactionSplit.cs

@@ -0,0 +1,13 @@
+namespace Purrse.Core.Models;
+
+public class TransactionSplit
+{
+    public Guid Id { get; set; }
+    public Guid TransactionId { get; set; }
+    public Guid? CategoryId { get; set; }
+    public decimal Amount { get; set; }
+    public string? Memo { get; set; }
+
+    public Transaction Transaction { get; set; } = null!;
+    public Category? Category { get; set; }
+}

src/Purrse.Core/Models/User.cs

@@ -0,0 +1,15 @@
+namespace Purrse.Core.Models;
+
+public class User
+{
+    public Guid Id { get; set; }
+    public string Username { get; set; } = string.Empty;
+    public string Email { get; set; } = string.Empty;
+    public string PasswordHash { get; set; } = string.Empty;
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+    public DateTime? LastLoginAt { get; set; }
+    public string? RefreshToken { get; set; }
+    public DateTime? RefreshTokenExpiresAt { get; set; }
+
+    public ICollection<Account> Accounts { get; set; } = new List<Account>();
+}

src/Purrse.Core/Purrse.Core.csproj

@@ -0,0 +1,13 @@
+<Project Sdk="Microsoft.NET.Sdk">
+
+  <PropertyGroup>
+    <TargetFramework>net9.0</TargetFramework>
+    <ImplicitUsings>enable</ImplicitUsings>
+    <Nullable>enable</Nullable>
+  </PropertyGroup>
+
+  <ItemGroup>
+    <PackageReference Include="F23.StringSimilarity" Version="4.1.0" />
+  </ItemGroup>
+
+</Project>