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 Purrse.Plugins.Abstractions;
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using Purrse.Plugins.Abstractions.Models;
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namespace Purrse.Plugins.OFX;
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public class OFXParserPlugin : IFileParser
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{
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public string Id => "purrse-ofx-parser";
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public string Name => "OFX/QFX Parser";
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public string Version => "1.0.0";
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public string Description => "Parses OFX and QFX (Quicken) financial data files";
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public IReadOnlyList<string> SupportedExtensions => new[] { ".ofx", ".qfx" };
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public string FileTypeDescription => "OFX/QFX Financial Data 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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var ext = Path.GetExtension(fileName).ToLowerInvariant();
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return ext == ".ofx" || ext == ".qfx";
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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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try
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{
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using var reader = new StreamReader(fileStream);
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var content = await reader.ReadToEndAsync();
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return ParseOFXContent(content);
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}
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catch (Exception ex)
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{
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return new ParseResult { Success = false, ErrorMessage = $"Failed to parse OFX file: {ex.Message}" };
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}
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}
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private ParseResult ParseOFXContent(string content)
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{
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var result = new ParseResult { Success = true };
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// Handle SGML-style OFX (v1.x) by converting to XML-like format
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if (!content.TrimStart().StartsWith("<?xml", StringComparison.OrdinalIgnoreCase))
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{
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content = ConvertSgmlToXml(content);
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}
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// Parse XML content
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try
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{
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using var stringReader = new StringReader(content);
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var settings = new System.Xml.XmlReaderSettings
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{
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DtdProcessing = System.Xml.DtdProcessing.Ignore,
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IgnoreWhitespace = true
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};
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using var xmlReader = System.Xml.XmlReader.Create(stringReader, settings);
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string? currentElement = null;
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ParsedTransaction? currentTransaction = null;
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bool inTransaction = false;
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while (xmlReader.Read())
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{
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switch (xmlReader.NodeType)
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{
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case System.Xml.XmlNodeType.Element:
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currentElement = xmlReader.Name.ToUpperInvariant();
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if (currentElement == "STMTTRN")
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{
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currentTransaction = new ParsedTransaction();
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inTransaction = true;
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}
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break;
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case System.Xml.XmlNodeType.Text:
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var value = xmlReader.Value.Trim();
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if (inTransaction && currentTransaction != null)
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{
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switch (currentElement)
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{
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case "TRNTYPE":
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currentTransaction.TransactionType = value;
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break;
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case "DTPOSTED":
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currentTransaction.Date = ParseOFXDate(value);
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break;
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case "TRNAMT":
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if (decimal.TryParse(value, System.Globalization.NumberStyles.Any,
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System.Globalization.CultureInfo.InvariantCulture, out var amount))
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currentTransaction.Amount = amount;
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break;
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case "FITID":
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currentTransaction.FitId = value;
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break;
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case "NAME":
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currentTransaction.PayeeName = value;
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break;
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case "MEMO":
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currentTransaction.Memo = value;
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break;
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case "CHECKNUM":
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currentTransaction.CheckNumber = value;
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break;
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case "REFNUM":
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currentTransaction.ReferenceNumber = value;
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break;
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}
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}
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else
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{
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switch (currentElement)
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{
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case "ACCTID":
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result.AccountIdentifier = value;
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break;
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case "ORG":
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result.InstitutionName = value;
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break;
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case "BALAMT":
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if (decimal.TryParse(value, System.Globalization.NumberStyles.Any,
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System.Globalization.CultureInfo.InvariantCulture, out var bal))
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result.LedgerBalance = bal;
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break;
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case "DTSTART":
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result.StatementStartDate = ParseOFXDate(value);
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break;
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case "DTEND":
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result.StatementEndDate = ParseOFXDate(value);
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break;
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}
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}
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break;
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case System.Xml.XmlNodeType.EndElement:
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if (xmlReader.Name.Equals("STMTTRN", StringComparison.OrdinalIgnoreCase) && currentTransaction != null)
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{
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result.Transactions.Add(currentTransaction);
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currentTransaction = null;
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inTransaction = false;
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}
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break;
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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 = $"XML parsing error: {ex.Message}";
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}
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return result;
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}
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private static string ConvertSgmlToXml(string sgml)
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{
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var lines = sgml.Split('\n');
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var xmlLines = new List<string>();
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var openTags = new Stack<string>();
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bool inHeader = true;
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xmlLines.Add("<?xml version=\"1.0\" encoding=\"UTF-8\"?>");
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foreach (var rawLine in lines)
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{
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var line = rawLine.Trim();
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if (string.IsNullOrEmpty(line)) continue;
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// Skip OFX headers (before the first <)
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if (inHeader)
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{
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if (line.StartsWith('<'))
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inHeader = false;
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else
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continue;
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}
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if (line.StartsWith("</"))
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{
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// Closing tag
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xmlLines.Add(line);
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if (openTags.Count > 0) openTags.Pop();
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}
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else if (line.StartsWith('<'))
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{
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// Check if it's a tag with value on same line: <TAG>value
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var tagEnd = line.IndexOf('>');
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if (tagEnd > 0 && tagEnd < line.Length - 1)
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{
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var tag = line.Substring(1, tagEnd - 1);
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var value = line.Substring(tagEnd + 1).Trim();
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if (!string.IsNullOrEmpty(value))
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{
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// Self-contained: <TAG>value -> <TAG>value</TAG>
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xmlLines.Add($"<{tag}>{System.Security.SecurityElement.Escape(value)}</{tag}>");
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}
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else
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{
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// Opening tag with no value
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xmlLines.Add(line);
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openTags.Push(tag);
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}
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}
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else
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{
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xmlLines.Add(line);
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if (tagEnd == line.Length - 1)
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{
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var tag = line.Substring(1, tagEnd - 1);
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if (!tag.StartsWith('/'))
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openTags.Push(tag);
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}
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}
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}
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}
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return string.Join("\n", xmlLines);
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}
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private static DateTime ParseOFXDate(string ofxDate)
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{
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// OFX dates: YYYYMMDDHHMMSS[.XXX:tz] or YYYYMMDD
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if (ofxDate.Length >= 8)
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{
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var datePart = ofxDate.Substring(0, 8);
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if (DateTime.TryParseExact(datePart, "yyyyMMdd",
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System.Globalization.CultureInfo.InvariantCulture,
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System.Globalization.DateTimeStyles.None, out var date))
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return date;
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}
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return DateTime.Parse(ofxDate);
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}
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}
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@@ -0,0 +1,13 @@
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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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<ProjectReference Include="..\Purrse.Plugins.Abstractions\Purrse.Plugins.Abstractions.csproj" />
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</ItemGroup>
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</Project>
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