Refactor. Add data layer
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using BudgetApp.Data.Entities;
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using BudgetApp.Data.Interfaces;
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using Microsoft.EntityFrameworkCore;
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namespace BudgetApp.Data.Repositories;
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public class TransactionRepository(ApplicationDbContext db) : ITransactionRepository
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{
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public async Task<List<Transaction>> GetTransactionsAsync(string userId)
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{
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return await db.Transactions
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.Include(t => t.Account)
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.Include(t => t.Category)
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.Include(t => t.ParentTransaction)
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.Where(t => t.Account.UserId == userId)
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.OrderByDescending(t => t.Date)
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.ToListAsync();
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}
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public async Task<List<Transaction>> GetRecentTransactionsAsync(string userId, int count = 5)
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{
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return await db.Transactions
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.Include(t => t.Account)
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.Include(t => t.Category)
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.Include(t => t.ParentTransaction)
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.Where(t => t.Account.UserId == userId && t.Date <= DateTime.Today)
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.OrderByDescending(t => t.Date)
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.Take(count)
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.ToListAsync();
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}
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public async Task<List<Transaction>> GetUpcomingTransactionsAsync(string userId, int count = 5)
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{
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return await db.Transactions
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.Include(t => t.Account)
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.Include(t => t.Category)
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.Include(t => t.ParentTransaction)
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.Where(t => t.Account.UserId == userId && t.Date > DateTime.Today)
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.OrderBy(t => t.Date)
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.Take(count)
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.ToListAsync();
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}
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public async Task<List<Transaction>> GetTransactionsInRangeAsync(string userId, DateTime from, DateTime to)
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{
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return await db.Transactions
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.Include(t => t.Account)
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.Include(t => t.Category)
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.Include(t => t.ParentTransaction)
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.Where(t => t.Account.UserId == userId && t.Date.Date >= from.Date && t.Date.Date <= to.Date)
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.OrderByDescending(t => t.Date)
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.ToListAsync();
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}
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public async Task<List<Transaction>> GetTransactionsByAccountAsync(int accountId, string userId)
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{
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return await db.Transactions
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.Include(t => t.Category)
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.Where(t => t.AccountId == accountId && t.Account.UserId == userId)
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.OrderByDescending(t => t.Date)
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.ToListAsync();
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}
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public async Task CreateTransactionAsync(Transaction transaction)
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{
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// For recurring transactions: enforce max 1 year end date
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if (transaction.RecurrenceType != RecurrenceType.None)
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{
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var maxEnd = transaction.Date.AddYears(1);
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if (transaction.RecurrenceEndDate is null || transaction.RecurrenceEndDate.Value > maxEnd)
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{
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transaction.RecurrenceEndDate = maxEnd;
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}
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}
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db.Transactions.Add(transaction);
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await db.SaveChangesAsync();
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// Immediately materialize child occurrences for recurring transactions
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if (transaction.RecurrenceType != RecurrenceType.None)
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{
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var endDate = transaction.RecurrenceEndDate ?? transaction.Date.AddYears(1);
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var newTransactions = new List<Transaction>();
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var nextDate = GetNextOccurrence(transaction.Date, transaction.RecurrenceType);
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while (nextDate <= endDate)
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{
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newTransactions.Add(new Transaction
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{
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Description = transaction.Description,
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Amount = transaction.Amount,
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Date = nextDate,
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Type = transaction.Type,
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AccountId = transaction.AccountId,
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CategoryId = transaction.CategoryId,
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RecurrenceType = RecurrenceType.None,
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ParentTransactionId = transaction.Id
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});
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nextDate = GetNextOccurrence(nextDate, transaction.RecurrenceType);
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}
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if (newTransactions.Count > 0)
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{
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db.Transactions.AddRange(newTransactions);
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await db.SaveChangesAsync();
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}
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}
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}
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public async Task UpdateTransactionAsync(int id, string userId, string description, decimal amount,
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DateTime date, TransactionType type, int accountId, int? categoryId,
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RecurrenceType recurrenceType = RecurrenceType.None, DateTime? recurrenceEndDate = null)
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{
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var transaction = await db.Transactions
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.Include(t => t.Account)
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.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
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if (transaction is null) return;
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var isPartOfSeries = transaction.RecurrenceType != RecurrenceType.None
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|| transaction.ParentTransactionId is not null;
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transaction.Description = description;
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transaction.Amount = amount;
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transaction.Date = date;
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transaction.Type = type;
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transaction.AccountId = accountId;
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transaction.CategoryId = categoryId;
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if (isPartOfSeries)
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{
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var parentId = transaction.ParentTransactionId ?? transaction.Id;
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var cutoffDate = transaction.Date.Date;
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var futureSiblings = await db.Transactions
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.Where(t => (t.Id == parentId || t.ParentTransactionId == parentId)
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&& t.Id != id
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&& t.Date.Date >= cutoffDate)
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.ToListAsync();
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foreach (var sibling in futureSiblings)
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{
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sibling.Description = description;
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sibling.Amount = amount;
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sibling.Type = type;
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sibling.AccountId = accountId;
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sibling.CategoryId = categoryId;
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}
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}
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else
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{
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transaction.RecurrenceType = recurrenceType;
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transaction.RecurrenceEndDate = recurrenceEndDate;
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}
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await db.SaveChangesAsync();
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}
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public async Task DeleteTransactionAsync(int id, string userId)
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{
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var transaction = await db.Transactions
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.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
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if (transaction is not null)
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{
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db.Transactions.Remove(transaction);
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await db.SaveChangesAsync();
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}
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}
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public async Task DeleteTransactionSeriesAsync(int id, string userId)
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{
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var transaction = await db.Transactions
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.Include(t => t.Account)
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.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
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if (transaction is null) return;
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var parentId = transaction.ParentTransactionId ?? transaction.Id;
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var cutoffDate = transaction.Date.Date;
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var allChildren = await db.Transactions
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.Where(t => t.ParentTransactionId == parentId)
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.ToListAsync();
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var toDelete = allChildren.Where(c => c.Date.Date >= cutoffDate).ToList();
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var toKeep = allChildren.Where(c => c.Date.Date < cutoffDate).ToList();
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db.Transactions.RemoveRange(toDelete);
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var parent = parentId == transaction.Id
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? transaction
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: await db.Transactions
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.FirstOrDefaultAsync(t => t.Id == parentId && t.Account.UserId == userId);
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if (parent is not null)
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{
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if (parent.Date.Date >= cutoffDate)
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{
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foreach (var child in toKeep)
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{
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child.ParentTransactionId = null;
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}
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db.Transactions.Remove(parent);
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}
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else
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{
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parent.RecurrenceEndDate = cutoffDate.AddDays(-1);
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}
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}
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await db.SaveChangesAsync();
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}
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public async Task MarkAsPaidAsync(int id, string userId, bool isPaid = true)
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{
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var transaction = await db.Transactions
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.Include(t => t.Account)
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.FirstOrDefaultAsync(t => t.Id == id && t.Account.UserId == userId);
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if (transaction is null) return;
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transaction.IsPaid = isPaid;
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await db.SaveChangesAsync();
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}
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public async Task MaterializeRecurringTransactionsAsync(string userId, DateTime? windowEnd = null)
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{
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var recurringParents = await db.Transactions
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.Include(t => t.Account)
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.Where(t => t.Account.UserId == userId
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&& t.RecurrenceType != RecurrenceType.None
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&& t.ParentTransactionId == null)
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.ToListAsync();
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var defaultHorizon = DateTime.Today.AddDays(60);
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var horizon = windowEnd.HasValue && windowEnd.Value > defaultHorizon ? windowEnd.Value : defaultHorizon;
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var newTransactions = new List<Transaction>();
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foreach (var parent in recurringParents)
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{
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var endDate = parent.RecurrenceEndDate.HasValue && parent.RecurrenceEndDate.Value < horizon
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? parent.RecurrenceEndDate.Value
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: horizon;
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var latestChildDate = await db.Transactions
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.Where(t => t.ParentTransactionId == parent.Id)
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.OrderByDescending(t => t.Date)
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.Select(t => (DateTime?)t.Date)
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.FirstOrDefaultAsync();
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var lastDate = latestChildDate ?? parent.Date;
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var nextDate = GetNextOccurrence(lastDate, parent.RecurrenceType);
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while (nextDate <= endDate)
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{
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newTransactions.Add(new Transaction
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{
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Description = parent.Description,
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Amount = parent.Amount,
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Date = nextDate,
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Type = parent.Type,
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AccountId = parent.AccountId,
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CategoryId = parent.CategoryId,
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RecurrenceType = RecurrenceType.None,
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ParentTransactionId = parent.Id
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});
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nextDate = GetNextOccurrence(nextDate, parent.RecurrenceType);
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}
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}
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if (newTransactions.Count > 0)
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{
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db.Transactions.AddRange(newTransactions);
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await db.SaveChangesAsync();
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}
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}
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internal static DateTime GetNextOccurrence(DateTime current, RecurrenceType recurrence) => recurrence switch
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{
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RecurrenceType.Daily => current.AddDays(1),
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RecurrenceType.Weekly => current.AddDays(7),
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RecurrenceType.Monthly => current.AddMonths(1),
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RecurrenceType.Yearly => current.AddYears(1),
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_ => DateTime.MaxValue
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};
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}
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