Refactor. Add data layer

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rossmill76 committed 2026-03-06 11:05:01 +00:00
1 parent 3b7e4e6ec5
commit b6b794f0b4
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using BudgetApp.Data.Entities;
using BudgetApp.Data.Interfaces;
using Microsoft.EntityFrameworkCore;
namespace BudgetApp.Data.Repositories;
public class AccountRepository(ApplicationDbContext db) : IAccountRepository
{
public async Task<List<Account>> GetAccountsAsync(string userId)
{
return await db.Accounts
.Where(a => a.UserId == userId)
.OrderBy(a => a.Name)
.ToListAsync();
}
public async Task<Account?> GetAccountAsync(int id, string userId)
{
return await db.Accounts
.FirstOrDefaultAsync(a => a.Id == id && a.UserId == userId);
}
public async Task CreateAccountAsync(Account account)
{
db.Accounts.Add(account);
await db.SaveChangesAsync();
}
public async Task UpdateAccountAsync(Account account)
{
db.Accounts.Update(account);
await db.SaveChangesAsync();
}
public async Task UpdateBalanceAsync(int id, string userId, decimal newBalance)
{
var account = await db.Accounts
.FirstOrDefaultAsync(a => a.Id == id && a.UserId == userId);
if (account is not null)
{
account.CurrentBalance = newBalance;
await db.SaveChangesAsync();
}
}
public async Task UpdateAccountDetailsAsync(int id, string userId, string name, string color, string currencyCode)
{
var account = await db.Accounts
.FirstOrDefaultAsync(a => a.Id == id && a.UserId == userId);
if (account is not null)
{
account.Name = name;
account.Color = color;
account.CurrencyCode = currencyCode;
await db.SaveChangesAsync();
}
}
public async Task DeleteAccountAsync(int id, string userId)
{
var account = await db.Accounts
.FirstOrDefaultAsync(a => a.Id == id && a.UserId == userId);
if (account is not null)
{
db.Accounts.Remove(account);
await db.SaveChangesAsync();
}
}
}
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using BudgetApp.Data.Entities;
using BudgetApp.Data.Interfaces;
using Microsoft.EntityFrameworkCore;
namespace BudgetApp.Data.Repositories;
public class CategoryRepository(ApplicationDbContext db) : ICategoryRepository
{
private static readonly (string Name, string Icon)[] DefaultCategories =
[
("Groceries", "🛒"),
("Rent / Mortgage", "🏠"),
("Utilities", "💡"),
("Transport", "🚗"),
("Eating Out", "🍽️"),
("Entertainment", "🎬"),
("Health", "🏥"),
("Insurance", "🛡️"),
("Salary", "💰"),
("Savings", "🏦"),
("Subscriptions", "📱"),
("Shopping", "🛍️"),
("Education", "📚"),
("Travel", "✈️"),
("Gifts", "🎁"),
("Loan", "🏧"),
("Credit Card", "💳"),
("Childcare", "👶")
];
public async Task<List<Category>> GetCategoriesAsync(string userId)
{
return await db.Categories
.Where(c => c.UserId == userId)
.OrderBy(c => c.Name)
.ToListAsync();
}
public async Task EnsureDefaultCategoriesAsync(string userId)
{
var existing = await db.Categories
.Where(c => c.UserId == userId)
.ToListAsync();
if (existing.Count == 0)
{
var defaults = DefaultCategories.Select(d => new Category
{
Name = d.Name,
Icon = d.Icon,
IsDefault = true,
UserId = userId
});
db.Categories.AddRange(defaults);
await db.SaveChangesAsync();
return;
}
// Backfill icons and IsDefault on existing default categories
var defaultLookup = DefaultCategories.ToDictionary(d => d.Name, d => d.Icon);
bool updated = false;
foreach (var category in existing)
{
if (string.IsNullOrEmpty(category.Icon) && defaultLookup.TryGetValue(category.Name, out var icon))
{
category.Icon = icon;
updated = true;
}
if (!category.IsDefault && defaultLookup.ContainsKey(category.Name))
{
category.IsDefault = true;
updated = true;
}
}
if (updated)
{
await db.SaveChangesAsync();
}
}
public async Task CreateCategoryAsync(Category category)
{
db.Categories.Add(category);
await db.SaveChangesAsync();
}
public async Task UpdateCategoryAsync(int id, string userId, string name, string icon)
{
var category = await db.Categories
.FirstOrDefaultAsync(c => c.Id == id && c.UserId == userId);
if (category is not null)
{
if (category.IsDefault) return;
category.Name = name;
category.Icon = icon;
await db.SaveChangesAsync();
}
}
public async Task DeleteCategoryAsync(int id, string userId)
{
var category = await db.Categories
.FirstOrDefaultAsync(c => c.Id == id && c.UserId == userId);
if (category is not null)
{
if (category.IsDefault) return;
db.Categories.Remove(category);
await db.SaveChangesAsync();
}
}
}
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using BudgetApp.Data.Entities;
using BudgetApp.Data.Interfaces;
using Microsoft.EntityFrameworkCore;
namespace BudgetApp.Data.Repositories;
public class SalaryRepository(ApplicationDbContext db) : ISalaryRepository
{
public async Task<List<Salary>> GetSalariesAsync(string userId)
{
return await db.Salaries
.Include(s => s.Account)
.Include(s => s.Category)
.Where(s => s.UserId == userId)
.OrderBy(s => s.Name)
.ToListAsync();
}
public async Task CreateSalaryAsync(Salary salary, DateTime windowEnd)
{
var salaryCategoryId = await db.Categories
.Where(c => c.UserId == salary.UserId && c.Name == "Salary")
.Select(c => (int?)c.Id)
.FirstOrDefaultAsync();
salary.CategoryId = salaryCategoryId;
db.Salaries.Add(salary);
await db.SaveChangesAsync();
await MaterializeSalaryTransactionsAsync(salary.UserId, windowEnd);
}
public async Task DeleteSalaryAsync(int id, string userId)
{
var exists = await db.Salaries.AnyAsync(s => s.Id == id && s.UserId == userId);
if (!exists) return;
await using var transaction = await db.Database.BeginTransactionAsync();
// Delete future unpaid transactions generated by this salary
await db.Transactions
.Where(t => t.SalaryId == id && t.Date.Date > DateTime.Today && !t.IsPaid)
.ExecuteDeleteAsync();
// Unlink past / paid transactions so they stay in history without the salary reference
await db.Transactions
.Where(t => t.SalaryId == id)
.ExecuteUpdateAsync(s => s.SetProperty(t => t.SalaryId, (int?)null));
await db.Salaries
.Where(s => s.Id == id && s.UserId == userId)
.ExecuteDeleteAsync();
await transaction.CommitAsync();
}
public async Task MaterializeSalaryTransactionsAsync(string userId, DateTime windowEnd)
{
var salaries = await db.Salaries
.Where(s => s.UserId == userId)
.ToListAsync();
var newTransactions = new List<Transaction>();
foreach (var salary in salaries)
{
var latestDate = await db.Transactions
.Where(t => t.SalaryId == salary.Id)
.OrderByDescending(t => t.Date)
.Select(t => (DateTime?)t.Date)
.FirstOrDefaultAsync();
var nextDate = latestDate.HasValue
? GetNextDate(latestDate.Value, salary)
: salary.StartDate.Date;
while (nextDate <= windowEnd)
{
newTransactions.Add(new Transaction
{
Description = salary.Name,
Amount = salary.Amount,
Date = nextDate,
Type = TransactionType.Income,
AccountId = salary.AccountId,
CategoryId = salary.CategoryId,
RecurrenceType = RecurrenceType.None,
SalaryId = salary.Id
});
nextDate = GetNextDate(nextDate, salary);
}
}
if (newTransactions.Count > 0)
{
db.Transactions.AddRange(newTransactions);
await db.SaveChangesAsync();
}
}
public async Task<DateTime?> GetNextPaydateAsync(int salaryId)
{
return await db.Transactions
.Where(t => t.SalaryId == salaryId && t.Date.Date >= DateTime.Today)
.OrderBy(t => t.Date)
.Select(t => (DateTime?)t.Date)
.FirstOrDefaultAsync();
}
private static DateTime GetNextDate(DateTime from, Salary salary) => salary.RecurrenceType switch
{
RecurrenceType.Weekly => from.AddDays(7),
RecurrenceType.Monthly => from.AddMonths(1),
RecurrenceType.Yearly => from.AddYears(1),
_ => from.AddMonths(1)
};
}
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using BudgetApp.Data.Entities;
using BudgetApp.Data.Interfaces;
using Microsoft.EntityFrameworkCore;
namespace BudgetApp.Data.Repositories;
public class TransactionRepository(ApplicationDbContext db) : ITransactionRepository
{
public async Task<List<Transaction>> GetTransactionsAsync(string userId)
{
return await db.Transactions
.Include(t => t.Account)
.Include(t => t.Category)
.Include(t => t.ParentTransaction)
.Where(t => t.Account.UserId == userId)
.OrderByDescending(t => t.Date)
.ToListAsync();
}
public async Task<List<Transaction>> GetRecentTransactionsAsync(string userId, int count = 5)
{
return await db.Transactions
.Include(t => t.Account)
.Include(t => t.Category)
.Include(t => t.ParentTransaction)
.Where(t => t.Account.UserId == userId && t.Date <= DateTime.Today)
.OrderByDescending(t => t.Date)
.Take(count)
.ToListAsync();
}
public async Task<List<Transaction>> GetUpcomingTransactionsAsync(string userId, int count = 5)
{
return await db.Transactions
.Include(t => t.Account)
.Include(t => t.Category)
.Include(t => t.ParentTransaction)
.Where(t => t.Account.UserId == userId && t.Date > DateTime.Today)
.OrderBy(t => t.Date)
.Take(count)
.ToListAsync();
}
public async Task<List<Transaction>> GetTransactionsInRangeAsync(string userId, DateTime from, DateTime to)
{
return await db.Transactions
.Include(t => t.Account)
.Include(t => t.Category)
.Include(t => t.ParentTransaction)
.Where(t => t.Account.UserId == userId && t.Date.Date >= from.Date && t.Date.Date <= to.Date)
.OrderByDescending(t => t.Date)
.ToListAsync();
}
public async Task<List<Transaction>> GetTransactionsByAccountAsync(int accountId, string userId)
{
return await db.Transactions
.Include(t => t.Category)
.Where(t => t.AccountId == accountId && t.Account.UserId == userId)
.OrderByDescending(t => t.Date)
.ToListAsync();
}
public async Task CreateTransactionAsync(Transaction transaction)
{
// For recurring transactions: enforce max 1 year end date
if (transaction.RecurrenceType != RecurrenceType.None)
{
var maxEnd = transaction.Date.AddYears(1);
if (transaction.RecurrenceEndDate is null || transaction.RecurrenceEndDate.Value > maxEnd)
{
transaction.RecurrenceEndDate = maxEnd;
}
}
db.Transactions.Add(transaction);
await db.SaveChangesAsync();
// Immediately materialize child occurrences for recurring transactions
if (transaction.RecurrenceType != RecurrenceType.None)
{
var endDate = transaction.RecurrenceEndDate ?? transaction.Date.AddYears(1);
var newTransactions = new List<Transaction>();
var nextDate = GetNextOccurrence(transaction.Date, transaction.RecurrenceType);
while (nextDate <= endDate)
{
newTransactions.Add(new Transaction
{
Description = transaction.Description,
Amount = transaction.Amount,
Date = nextDate,
Type = transaction.Type,
AccountId = transaction.AccountId,
CategoryId = transaction.CategoryId,
RecurrenceType = RecurrenceType.None,
ParentTransactionId = transaction.Id
});
nextDate = GetNextOccurrence(nextDate, transaction.RecurrenceType);
}
if (newTransactions.Count > 0)
{
db.Transactions.AddRange(newTransactions);
await db.SaveChangesAsync();
}
}
}
public async Task UpdateTransactionAsync(int id, string userId, string description, decimal amount,
DateTime date, TransactionType type, int accountId, int? categoryId,
RecurrenceType recurrenceType = RecurrenceType.None, DateTime? recurrenceEndDate = null)
{
var transaction = await db.Transactions
.Include(t => t.Account)
.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
if (transaction is null) return;
var isPartOfSeries = transaction.RecurrenceType != RecurrenceType.None
|| transaction.ParentTransactionId is not null;
transaction.Description = description;
transaction.Amount = amount;
transaction.Date = date;
transaction.Type = type;
transaction.AccountId = accountId;
transaction.CategoryId = categoryId;
if (isPartOfSeries)
{
var parentId = transaction.ParentTransactionId ?? transaction.Id;
var cutoffDate = transaction.Date.Date;
var futureSiblings = await db.Transactions
.Where(t => (t.Id == parentId || t.ParentTransactionId == parentId)
&& t.Id != id
&& t.Date.Date >= cutoffDate)
.ToListAsync();
foreach (var sibling in futureSiblings)
{
sibling.Description = description;
sibling.Amount = amount;
sibling.Type = type;
sibling.AccountId = accountId;
sibling.CategoryId = categoryId;
}
}
else
{
transaction.RecurrenceType = recurrenceType;
transaction.RecurrenceEndDate = recurrenceEndDate;
}
await db.SaveChangesAsync();
}
public async Task DeleteTransactionAsync(int id, string userId)
{
var transaction = await db.Transactions
.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
if (transaction is not null)
{
db.Transactions.Remove(transaction);
await db.SaveChangesAsync();
}
}
public async Task DeleteTransactionSeriesAsync(int id, string userId)
{
var transaction = await db.Transactions
.Include(t => t.Account)
.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
if (transaction is null) return;
var parentId = transaction.ParentTransactionId ?? transaction.Id;
var cutoffDate = transaction.Date.Date;
var allChildren = await db.Transactions
.Where(t => t.ParentTransactionId == parentId)
.ToListAsync();
var toDelete = allChildren.Where(c => c.Date.Date >= cutoffDate).ToList();
var toKeep = allChildren.Where(c => c.Date.Date < cutoffDate).ToList();
db.Transactions.RemoveRange(toDelete);
var parent = parentId == transaction.Id
? transaction
: await db.Transactions
.FirstOrDefaultAsync(t => t.Id == parentId && t.Account.UserId == userId);
if (parent is not null)
{
if (parent.Date.Date >= cutoffDate)
{
foreach (var child in toKeep)
{
child.ParentTransactionId = null;
}
db.Transactions.Remove(parent);
}
else
{
parent.RecurrenceEndDate = cutoffDate.AddDays(-1);
}
}
await db.SaveChangesAsync();
}
public async Task MarkAsPaidAsync(int id, string userId, bool isPaid = true)
{
var transaction = await db.Transactions
.Include(t => t.Account)
.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
if (transaction is null) return;
transaction.IsPaid = isPaid;
await db.SaveChangesAsync();
}
public async Task MaterializeRecurringTransactionsAsync(string userId, DateTime? windowEnd = null)
{
var recurringParents = await db.Transactions
.Include(t => t.Account)
.Where(t => t.Account.UserId == userId
&& t.RecurrenceType != RecurrenceType.None
&& t.ParentTransactionId == null)
.ToListAsync();
var defaultHorizon = DateTime.Today.AddDays(60);
var horizon = windowEnd.HasValue && windowEnd.Value > defaultHorizon ? windowEnd.Value : defaultHorizon;
var newTransactions = new List<Transaction>();
foreach (var parent in recurringParents)
{
var endDate = parent.RecurrenceEndDate.HasValue && parent.RecurrenceEndDate.Value < horizon
? parent.RecurrenceEndDate.Value
: horizon;
var latestChildDate = await db.Transactions
.Where(t => t.ParentTransactionId == parent.Id)
.OrderByDescending(t => t.Date)
.Select(t => (DateTime?)t.Date)
.FirstOrDefaultAsync();
var lastDate = latestChildDate ?? parent.Date;
var nextDate = GetNextOccurrence(lastDate, parent.RecurrenceType);
while (nextDate <= endDate)
{
newTransactions.Add(new Transaction
{
Description = parent.Description,
Amount = parent.Amount,
Date = nextDate,
Type = parent.Type,
AccountId = parent.AccountId,
CategoryId = parent.CategoryId,
RecurrenceType = RecurrenceType.None,
ParentTransactionId = parent.Id
});
nextDate = GetNextOccurrence(nextDate, parent.RecurrenceType);
}
}
if (newTransactions.Count > 0)
{
db.Transactions.AddRange(newTransactions);
await db.SaveChangesAsync();
}
}
internal static DateTime GetNextOccurrence(DateTime current, RecurrenceType recurrence) => recurrence switch
{
RecurrenceType.Daily => current.AddDays(1),
RecurrenceType.Weekly => current.AddDays(7),
RecurrenceType.Monthly => current.AddMonths(1),
RecurrenceType.Yearly => current.AddYears(1),
_ => DateTime.MaxValue
};
}