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 System.Globalization;
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using CsvHelper;
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using CsvHelper.Configuration;
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using Purrse.Plugins.Abstractions;
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using Purrse.Plugins.Abstractions.Models;
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namespace Purrse.Plugins.CSV;
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public class CSVParserPlugin : IFileParser
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{
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public string Id => "purrse-csv-parser";
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public string Name => "CSV Parser";
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public string Version => "1.0.0";
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public string Description => "Parses CSV bank statement files with configurable column mapping";
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public IReadOnlyList<string> SupportedExtensions => new[] { ".csv" };
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public string FileTypeDescription => "CSV Bank Statement Files";
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public Task InitializeAsync(IPluginContext context) => Task.CompletedTask;
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public Task ShutdownAsync() => Task.CompletedTask;
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public bool CanParse(string fileName, Stream fileStream)
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{
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return Path.GetExtension(fileName).Equals(".csv", StringComparison.OrdinalIgnoreCase);
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}
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public async Task<ParseResult> ParseAsync(Stream fileStream, string fileName)
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{
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var result = new ParseResult { Success = true };
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try
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{
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using var reader = new StreamReader(fileStream);
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using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
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{
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HasHeaderRecord = true,
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MissingFieldFound = null,
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HeaderValidated = null
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});
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await csv.ReadAsync();
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csv.ReadHeader();
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var headers = csv.HeaderRecord?.Select(h => h.Trim().ToLowerInvariant()).ToArray() ?? Array.Empty<string>();
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var mapping = DetectColumnMapping(headers);
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while (await csv.ReadAsync())
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{
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try
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{
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var transaction = new ParsedTransaction();
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if (mapping.DateColumn >= 0)
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{
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var dateStr = csv.GetField(mapping.DateColumn);
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if (DateTime.TryParse(dateStr, CultureInfo.InvariantCulture, DateTimeStyles.None, out var date))
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transaction.Date = date;
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}
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if (mapping.AmountColumn >= 0)
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{
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var amountStr = csv.GetField(mapping.AmountColumn)?.Replace("$", "").Replace(",", "").Trim();
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if (decimal.TryParse(amountStr, NumberStyles.Any, CultureInfo.InvariantCulture, out var amount))
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transaction.Amount = amount;
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}
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else
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{
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// Separate debit/credit columns
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decimal amt = 0;
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if (mapping.DebitColumn >= 0)
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{
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var debitStr = csv.GetField(mapping.DebitColumn)?.Replace("$", "").Replace(",", "").Trim();
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if (!string.IsNullOrEmpty(debitStr) && decimal.TryParse(debitStr, NumberStyles.Any, CultureInfo.InvariantCulture, out var debit))
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amt = -Math.Abs(debit);
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}
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if (mapping.CreditColumn >= 0 && amt == 0)
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{
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var creditStr = csv.GetField(mapping.CreditColumn)?.Replace("$", "").Replace(",", "").Trim();
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if (!string.IsNullOrEmpty(creditStr) && decimal.TryParse(creditStr, NumberStyles.Any, CultureInfo.InvariantCulture, out var credit))
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amt = Math.Abs(credit);
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}
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transaction.Amount = amt;
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}
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if (mapping.DescriptionColumn >= 0)
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transaction.PayeeName = csv.GetField(mapping.DescriptionColumn)?.Trim();
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if (mapping.MemoColumn >= 0)
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transaction.Memo = csv.GetField(mapping.MemoColumn)?.Trim();
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if (mapping.ReferenceColumn >= 0)
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transaction.ReferenceNumber = csv.GetField(mapping.ReferenceColumn)?.Trim();
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if (mapping.CheckColumn >= 0)
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transaction.CheckNumber = csv.GetField(mapping.CheckColumn)?.Trim();
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if (mapping.TypeColumn >= 0)
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transaction.TransactionType = csv.GetField(mapping.TypeColumn)?.Trim();
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if (transaction.Date != default)
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result.Transactions.Add(transaction);
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}
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catch
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{
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// Skip malformed rows
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}
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}
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}
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catch (Exception ex)
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{
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result.Success = false;
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result.ErrorMessage = $"Failed to parse CSV: {ex.Message}";
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}
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return result;
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}
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private static ColumnMapping DetectColumnMapping(string[] headers)
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{
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var mapping = new ColumnMapping();
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for (int i = 0; i < headers.Length; i++)
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{
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var h = headers[i];
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if (h.Contains("date") || h.Contains("posted"))
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mapping.DateColumn = i;
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else if (h == "amount" || h.Contains("transaction amount"))
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mapping.AmountColumn = i;
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else if (h.Contains("debit") || h.Contains("withdrawal"))
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mapping.DebitColumn = i;
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else if (h.Contains("credit") || h.Contains("deposit"))
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mapping.CreditColumn = i;
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else if (h.Contains("description") || h.Contains("payee") || h.Contains("name") || h.Contains("merchant"))
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mapping.DescriptionColumn = i;
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else if (h.Contains("memo") || h.Contains("note"))
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mapping.MemoColumn = i;
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else if (h.Contains("reference") || h.Contains("ref"))
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mapping.ReferenceColumn = i;
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else if (h.Contains("check") || h.Contains("cheque"))
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mapping.CheckColumn = i;
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else if (h.Contains("type") || h.Contains("category"))
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mapping.TypeColumn = i;
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}
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return mapping;
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}
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private class ColumnMapping
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{
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public int DateColumn { get; set; } = -1;
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public int AmountColumn { get; set; } = -1;
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public int DebitColumn { get; set; } = -1;
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public int CreditColumn { get; set; } = -1;
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public int DescriptionColumn { get; set; } = -1;
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public int MemoColumn { get; set; } = -1;
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public int ReferenceColumn { get; set; } = -1;
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public int CheckColumn { get; set; } = -1;
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public int TypeColumn { get; set; } = -1;
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}
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}
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@@ -0,0 +1,17 @@
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<Project Sdk="Microsoft.NET.Sdk">
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<PropertyGroup>
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<TargetFramework>net9.0</TargetFramework>
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<ImplicitUsings>enable</ImplicitUsings>
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<Nullable>enable</Nullable>
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</PropertyGroup>
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<ItemGroup>
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<PackageReference Include="CsvHelper" Version="33.0.1" />
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</ItemGroup>
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<ItemGroup>
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<ProjectReference Include="..\Purrse.Plugins.Abstractions\Purrse.Plugins.Abstractions.csproj" />
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</ItemGroup>
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</Project>
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