Normalize PayeeName on import and propagate payee changes to transactions

Use clean payee name instead of raw bank string when a payee match is found
during import. When payees are created/renamed or aliases added, automatically
update or link matching unlinked transactions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

src/Purrse.Api/Services/ImportService.cs

@@ -218,7 +218,7 @@ public class ImportService : IImportService
             Date = DateTime.SpecifyKind(parsed.Date, DateTimeKind.Utc),
             Amount = parsed.Amount,
             PayeeId = matchedPayee?.Id,
-            PayeeName = parsed.PayeeName,
+            PayeeName = matchedPayee?.Name ?? parsed.PayeeName,
             CategoryId = matchedPayee?.DefaultCategoryId,
             Memo = parsed.Memo,
             ReferenceNumber = parsed.ReferenceNumber,

src/Purrse.Api/Services/PayeeService.cs

@@ -51,6 +51,9 @@ public class PayeeService : IPayeeService
 
         _db.Payees.Add(payee);
         await _db.SaveChangesAsync();
+
+        await MatchUnlinkedTransactions(userId, payee);
+
         return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, true, payee.Aliases.Select(a => new PayeeAliasResponse(a.Id, a.Alias)).ToList());
     }
 
@@ -65,6 +68,8 @@ public class PayeeService : IPayeeService
         payee.IsActive = request.IsActive;
         await _db.SaveChangesAsync();
 
+        await NormalizeLinkedTransactions(payee);
+
         return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, payee.IsActive, payee.Aliases.Select(a => new PayeeAliasResponse(a.Id, a.Alias)).ToList());
     }
 
@@ -78,10 +83,15 @@ public class PayeeService : IPayeeService
 
     public async Task AddAliasAsync(Guid userId, Guid payeeId, string alias)
     {
-        var payee = await _db.Payees.FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
+        var payee = await _db.Payees.Include(p => p.Aliases)
+            .FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
             ?? throw new KeyNotFoundException("Payee not found");
         _db.PayeeAliases.Add(new PayeeAlias { Id = Guid.NewGuid(), PayeeId = payeeId, Alias = alias });
         await _db.SaveChangesAsync();
+
+        // Reload aliases so the newly added one is included
+        await _db.Entry(payee).Collection(p => p.Aliases).LoadAsync();
+        await MatchUnlinkedTransactions(userId, payee);
     }
 
     public async Task RemoveAliasAsync(Guid userId, Guid payeeId, Guid aliasId)
@@ -127,4 +137,66 @@ public class PayeeService : IPayeeService
 
         return bestScore >= 0.85 ? bestMatch : null;
     }
+
+    private async Task NormalizeLinkedTransactions(Payee payee)
+    {
+        var transactions = await _db.Transactions
+            .Where(t => t.PayeeId == payee.Id && t.PayeeName != payee.Name)
+            .ToListAsync();
+
+        foreach (var txn in transactions)
+            txn.PayeeName = payee.Name;
+
+        if (transactions.Count > 0)
+            await _db.SaveChangesAsync();
+    }
+
+    private async Task MatchUnlinkedTransactions(Guid userId, Payee payee)
+    {
+        var unlinked = await _db.Transactions
+            .Include(t => t.Account)
+            .Where(t => t.Account.UserId == userId && t.PayeeId == null && t.PayeeName != null)
+            .ToListAsync();
+
+        var matched = false;
+        foreach (var txn in unlinked)
+        {
+            if (!IsMatch(txn.PayeeName!, payee))
+                continue;
+
+            txn.PayeeId = payee.Id;
+            txn.PayeeName = payee.Name;
+
+            if (txn.CategoryId == null && payee.DefaultCategoryId != null)
+                txn.CategoryId = payee.DefaultCategoryId;
+
+            matched = true;
+        }
+
+        if (matched)
+            await _db.SaveChangesAsync();
+    }
+
+    private static bool IsMatch(string transactionPayeeName, Payee payee)
+    {
+        if (string.Equals(transactionPayeeName, payee.Name, StringComparison.OrdinalIgnoreCase))
+            return true;
+
+        foreach (var alias in payee.Aliases)
+        {
+            if (string.Equals(transactionPayeeName, alias.Alias, StringComparison.OrdinalIgnoreCase))
+                return true;
+        }
+
+        if (StringSimilarityHelper.Calculate(transactionPayeeName, payee.Name) >= 0.85)
+            return true;
+
+        foreach (var alias in payee.Aliases)
+        {
+            if (StringSimilarityHelper.Calculate(transactionPayeeName, alias.Alias) >= 0.85)
+                return true;
+        }
+
+        return false;
+    }
 }