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 FluentAssertions;
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using Purrse.Core.Helpers;
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namespace Purrse.Tests.Helpers;
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public class StringSimilarityTests
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{
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[Theory]
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[InlineData("WALMART", "WALMART", 1.0)]
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[InlineData("WAL-MART STORE #1234", "WALMART", 0.7)]
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[InlineData("AMAZON.COM", "AMAZON MARKETPLACE", 0.6)]
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public void Calculate_KnownPairs_ReturnsExpectedRange(string s1, string s2, double minExpected)
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{
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var result = StringSimilarityHelper.Calculate(s1, s2);
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result.Should().BeGreaterOrEqualTo(minExpected);
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}
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[Fact]
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public void Calculate_ExactMatch_ReturnsOne()
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{
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StringSimilarityHelper.Calculate("Test Payee", "Test Payee").Should().Be(1.0);
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}
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[Fact]
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public void Calculate_CaseInsensitive()
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{
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var result = StringSimilarityHelper.Calculate("walmart", "WALMART");
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result.Should().Be(1.0);
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}
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[Fact]
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public void Calculate_EmptyString_ReturnsZero()
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{
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StringSimilarityHelper.Calculate("", "test").Should().Be(0);
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StringSimilarityHelper.Calculate("test", "").Should().Be(0);
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}
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[Fact]
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public void Calculate_NullString_ReturnsZero()
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{
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StringSimilarityHelper.Calculate(null!, "test").Should().Be(0);
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}
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[Fact]
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public void Calculate_CompletelyDifferent_ReturnsLowScore()
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{
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var result = StringSimilarityHelper.Calculate("ABCDEF", "ZYXWVU");
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result.Should().BeLessThan(0.5);
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}
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}
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using FluentAssertions;
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using Purrse.Core.Helpers;
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namespace Purrse.Tests.Helpers;
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public class TransactionFingerprintTests
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{
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[Fact]
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public void Generate_SameInputs_ReturnsSameHash()
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{
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var accountId = Guid.NewGuid();
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var date = new DateTime(2024, 1, 15);
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var amount = -42.50m;
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var fitId = "FIT123";
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var hash1 = TransactionFingerprint.Generate(accountId, date, amount, fitId);
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var hash2 = TransactionFingerprint.Generate(accountId, date, amount, fitId);
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hash1.Should().Be(hash2);
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}
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[Fact]
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public void Generate_DifferentAmounts_ReturnsDifferentHash()
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{
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var accountId = Guid.NewGuid();
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var date = new DateTime(2024, 1, 15);
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var hash1 = TransactionFingerprint.Generate(accountId, date, -42.50m, "FIT123");
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var hash2 = TransactionFingerprint.Generate(accountId, date, -42.51m, "FIT123");
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hash1.Should().NotBe(hash2);
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}
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[Fact]
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public void Generate_NullFitId_StillWorks()
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{
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var accountId = Guid.NewGuid();
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var date = new DateTime(2024, 1, 15);
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var hash = TransactionFingerprint.Generate(accountId, date, -42.50m, null);
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hash.Should().NotBeNullOrEmpty();
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hash.Should().HaveLength(64); // SHA256 hex = 64 chars
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}
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[Fact]
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public void Generate_DifferentAccounts_ReturnsDifferentHash()
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{
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var date = new DateTime(2024, 1, 15);
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var hash1 = TransactionFingerprint.Generate(Guid.NewGuid(), date, -42.50m, null);
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var hash2 = TransactionFingerprint.Generate(Guid.NewGuid(), date, -42.50m, null);
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hash1.Should().NotBe(hash2);
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}
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}
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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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<IsPackable>false</IsPackable>
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</PropertyGroup>
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<ItemGroup>
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<PackageReference Include="coverlet.collector" Version="6.0.2" />
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<PackageReference Include="FluentAssertions" Version="7.2.0" />
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<PackageReference Include="Microsoft.EntityFrameworkCore.InMemory" Version="9.0.6" />
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<PackageReference Include="Microsoft.NET.Test.Sdk" Version="17.12.0" />
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<PackageReference Include="Moq" Version="4.20.72" />
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<PackageReference Include="xunit" Version="2.9.2" />
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<PackageReference Include="xunit.runner.visualstudio" Version="2.8.2" />
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</ItemGroup>
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<ItemGroup>
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<ProjectReference Include="..\Purrse.Core\Purrse.Core.csproj" />
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<ProjectReference Include="..\Purrse.Data\Purrse.Data.csproj" />
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<ProjectReference Include="..\Purrse.Api\Purrse.Api.csproj" />
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<ProjectReference Include="..\Purrse.Plugins.Abstractions\Purrse.Plugins.Abstractions.csproj" />
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<ProjectReference Include="..\Purrse.Plugins.OFX\Purrse.Plugins.OFX.csproj" />
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<ProjectReference Include="..\Purrse.Plugins.CSV\Purrse.Plugins.CSV.csproj" />
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<ProjectReference Include="..\Purrse.Plugins.QIF\Purrse.Plugins.QIF.csproj" />
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</ItemGroup>
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<ItemGroup>
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<Using Include="Xunit" />
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</ItemGroup>
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</Project>
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using FluentAssertions;
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using Microsoft.EntityFrameworkCore;
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using Purrse.Api.Services;
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using Purrse.Core.Enums;
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using Purrse.Core.Helpers;
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using Purrse.Core.Models;
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using Purrse.Data;
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namespace Purrse.Tests.Services;
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public class DuplicateDetectionServiceTests
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{
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private PurrseDbContext CreateContext()
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{
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var options = new DbContextOptionsBuilder<PurrseDbContext>()
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.UseInMemoryDatabase(Guid.NewGuid().ToString())
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.Options;
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return new PurrseDbContext(options);
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}
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[Fact]
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public void CalculateConfidence_ExactMatch_ReturnsHighScore()
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{
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using var db = CreateContext();
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var service = new DuplicateDetectionService(db);
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var existing = new Transaction
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{
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Id = Guid.NewGuid(),
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Amount = -42.50m,
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Date = new DateTime(2024, 1, 15),
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PayeeName = "WALMART STORE #1234",
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CheckNumber = "1001"
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};
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var score = service.CalculateConfidence(existing, new DateTime(2024, 1, 15), -42.50m, "WALMART STORE #1234", null, "1001");
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score.Should().BeGreaterOrEqualTo(0.85, "exact match on amount + date + payee + check# should auto-match");
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}
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[Fact]
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public void CalculateConfidence_DifferentAmount_ReturnsLowScore()
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{
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using var db = CreateContext();
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var service = new DuplicateDetectionService(db);
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var existing = new Transaction
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{
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Id = Guid.NewGuid(),
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Amount = -42.50m,
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Date = new DateTime(2024, 1, 15),
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PayeeName = "WALMART"
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};
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var score = service.CalculateConfidence(existing, new DateTime(2024, 1, 15), -100.00m, "TARGET", null, null);
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score.Should().BeLessThan(0.50, "different amount and payee should not match");
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}
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[Fact]
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public void CalculateConfidence_SameAmountDifferentDay_ReturnsMediumScore()
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{
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using var db = CreateContext();
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var service = new DuplicateDetectionService(db);
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var existing = new Transaction
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{
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Id = Guid.NewGuid(),
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Amount = -42.50m,
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Date = new DateTime(2024, 1, 15),
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PayeeName = "WALMART"
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};
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var score = service.CalculateConfidence(existing, new DateTime(2024, 1, 16), -42.50m, "WALMART", null, null);
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// Amount match (0.40) + 1-day date (0.20) + payee match (0.20) = 0.80
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score.Should().BeGreaterOrEqualTo(0.50);
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}
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[Fact]
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public async Task FindDuplicateAsync_ExactFingerprint_ReturnsMatch()
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{
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using var db = CreateContext();
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var accountId = Guid.NewGuid();
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var date = new DateTime(2024, 1, 15);
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var amount = -42.50m;
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var fitId = "FIT123";
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var fingerprint = TransactionFingerprint.Generate(accountId, date, amount, fitId);
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db.Transactions.Add(new Transaction
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{
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Id = Guid.NewGuid(),
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AccountId = accountId,
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Date = date,
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Amount = amount,
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FitId = fitId,
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Fingerprint = fingerprint
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});
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await db.SaveChangesAsync();
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var service = new DuplicateDetectionService(db);
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var match = await service.FindDuplicateAsync(accountId, date, amount, null, fitId, null);
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match.Should().NotBeNull();
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match!.Confidence.Should().Be(1.0);
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}
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[Fact]
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public async Task FindDuplicateAsync_NoMatch_ReturnsNull()
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{
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using var db = CreateContext();
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var service = new DuplicateDetectionService(db);
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var match = await service.FindDuplicateAsync(Guid.NewGuid(), DateTime.Now, -10m, "TEST", null, null);
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match.Should().BeNull();
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}
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}
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