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Implement Phase 5: reconciliation, SignalR notifications, payees, splits & plugins

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Add full frontend UI for five backend features: bank reconciliation (3-step
stepper workflow), payee management (CRUD with alias chips), transaction splits
(expandable rows + split editor), plugins (card grid), and real-time SignalR
notifications (bell dropdown with badge). Fix backend PayeeResponse to expose
alias IDs for deletion.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
2026-02-08 14:14:23 -05:00
parent d0c3e3913c
commit eb49147080
14 changed files with 1084 additions and 18 deletions
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src/Purrse.Api/Services/PayeeService.cs
+4 -4
View File
@@ -22,7 +22,7 @@ public class PayeeService : IPayeeService
.Include(p => p.Aliases).Include(p => p.DefaultCategory)
.Where(p => p.UserId == userId)
.OrderBy(p => p.Name)
.Select(p => new PayeeResponse(p.Id, p.Name, p.DefaultCategoryId, p.DefaultCategory != null ? p.DefaultCategory.Name : null, p.IsActive, p.Aliases.Select(a => a.Alias).ToList()))
.Select(p => new PayeeResponse(p.Id, p.Name, p.DefaultCategoryId, p.DefaultCategory != null ? p.DefaultCategory.Name : null, p.IsActive, p.Aliases.Select(a => new PayeeAliasResponse(a.Id, a.Alias)).ToList()))
.ToListAsync();
}
@@ -30,7 +30,7 @@ public class PayeeService : IPayeeService
{
var p = await _db.Payees.Include(p => p.Aliases).Include(p => p.DefaultCategory)
.FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId);
return p == null ? null : new PayeeResponse(p.Id, p.Name, p.DefaultCategoryId, p.DefaultCategory?.Name, p.IsActive, p.Aliases.Select(a => a.Alias).ToList());
return p == null ? null : new PayeeResponse(p.Id, p.Name, p.DefaultCategoryId, p.DefaultCategory?.Name, p.IsActive, p.Aliases.Select(a => new PayeeAliasResponse(a.Id, a.Alias)).ToList());
}
public async Task<PayeeResponse> CreateAsync(Guid userId, CreatePayeeRequest request)
@@ -51,7 +51,7 @@ public class PayeeService : IPayeeService
_db.Payees.Add(payee);
await _db.SaveChangesAsync();
return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, true, request.Aliases ?? new());
return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, true, payee.Aliases.Select(a => new PayeeAliasResponse(a.Id, a.Alias)).ToList());
}
public async Task<PayeeResponse> UpdateAsync(Guid userId, Guid payeeId, UpdatePayeeRequest request)
@@ -65,7 +65,7 @@ public class PayeeService : IPayeeService
payee.IsActive = request.IsActive;
await _db.SaveChangesAsync();
return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, payee.IsActive, payee.Aliases.Select(a => a.Alias).ToList());
return new PayeeResponse(payee.Id, payee.Name, payee.DefaultCategoryId, null, payee.IsActive, payee.Aliases.Select(a => new PayeeAliasResponse(a.Id, a.Alias)).ToList());
}
public async Task DeleteAsync(Guid userId, Guid payeeId)