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Purrse/src/Purrse.Api/Services/PayeeService.cs
T
Catherine Renelle a689681872 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>
2026-02-13 22:14:14 -05:00

203 lines
7.2 KiB
C#

using Microsoft.EntityFrameworkCore;
using Purrse.Core.DTOs;
using Purrse.Core.Helpers;
using Purrse.Core.Interfaces.Services;
using Purrse.Core.Models;
using Purrse.Data;
namespace Purrse.Api.Services;
public class PayeeService : IPayeeService
{
private readonly PurrseDbContext _db;
public PayeeService(PurrseDbContext db)
{
_db = db;
}
public async Task<List<PayeeResponse>> GetAllAsync(Guid userId)
{
return await _db.Payees
.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 => new PayeeAliasResponse(a.Id, a.Alias)).ToList()))
.ToListAsync();
}
public async Task<PayeeResponse?> GetByIdAsync(Guid userId, Guid payeeId)
{
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 => new PayeeAliasResponse(a.Id, a.Alias)).ToList());
}
public async Task<PayeeResponse> CreateAsync(Guid userId, CreatePayeeRequest request)
{
var payee = new Payee
{
Id = Guid.NewGuid(),
UserId = userId,
Name = request.Name,
DefaultCategoryId = request.DefaultCategoryId
};
if (request.Aliases?.Any() == true)
{
foreach (var alias in request.Aliases)
payee.Aliases.Add(new PayeeAlias { Id = Guid.NewGuid(), Alias = alias });
}
_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());
}
public async Task<PayeeResponse> UpdateAsync(Guid userId, Guid payeeId, UpdatePayeeRequest request)
{
var payee = await _db.Payees.Include(p => p.Aliases)
.FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
?? throw new KeyNotFoundException("Payee not found");
payee.Name = request.Name;
payee.DefaultCategoryId = request.DefaultCategoryId;
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());
}
public async Task DeleteAsync(Guid userId, Guid payeeId)
{
var payee = await _db.Payees.FirstOrDefaultAsync(p => p.Id == payeeId && p.UserId == userId)
?? throw new KeyNotFoundException("Payee not found");
_db.Payees.Remove(payee);
await _db.SaveChangesAsync();
}
public async Task AddAliasAsync(Guid userId, Guid payeeId, string alias)
{
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)
{
var alias = await _db.PayeeAliases.FirstOrDefaultAsync(a => a.Id == aliasId && a.PayeeId == payeeId)
?? throw new KeyNotFoundException("Alias not found");
_db.PayeeAliases.Remove(alias);
await _db.SaveChangesAsync();
}
public async Task<Payee?> MatchPayeeAsync(Guid userId, string importedName)
{
if (string.IsNullOrEmpty(importedName)) return null;
// Check exact match on name
var exact = await _db.Payees.FirstOrDefaultAsync(p => p.UserId == userId && p.Name == importedName && p.IsActive);
if (exact != null) return exact;
// Check aliases
var aliasMatch = await _db.PayeeAliases
.Include(a => a.Payee)
.FirstOrDefaultAsync(a => a.Payee.UserId == userId && a.Alias == importedName);
if (aliasMatch != null) return aliasMatch.Payee;
// Fuzzy match
var payees = await _db.Payees.Include(p => p.Aliases)
.Where(p => p.UserId == userId && p.IsActive).ToListAsync();
Payee? bestMatch = null;
double bestScore = 0;
foreach (var payee in payees)
{
var score = StringSimilarityHelper.Calculate(importedName, payee.Name);
if (score > bestScore) { bestScore = score; bestMatch = payee; }
foreach (var alias in payee.Aliases)
{
score = StringSimilarityHelper.Calculate(importedName, alias.Alias);
if (score > bestScore) { bestScore = score; bestMatch = payee; }
}
}
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;
}
}