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Refactor: Extract import services from Upload page

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Extract to separate files for better maintainability:
- Models/Import/ImportContext.cs - Import context and PaymentSelectMode enum
- Models/Import/ImportResults.cs - Import result DTOs and TransactionKey
- Models/Import/PaymentResolutionResult.cs - Payment resolution DTO
- Services/TransactionImporter.cs - CSV import logic
- Services/CardResolver.cs - Payment method resolution

Reduces Upload.cshtml.cs from 615 lines to 216 lines.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
AJ Isaacs
2025-11-24 21:11:39 -05:00
parent a30e6ff089
commit 2ceb3a7b57
6 changed files with 455 additions and 400 deletions
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28
MoneyMap/Models/Import/ImportContext.cs Normal file
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@@ -0,0 +1,28 @@
namespace MoneyMap.Models.Import
{
/// <summary>
/// Context for transaction import operations, containing payment selection mode and available options.
/// </summary>
public class ImportContext
{
public required PaymentSelectMode PaymentMode { get; init; }
public int? SelectedCardId { get; init; }
public int? SelectedAccountId { get; init; }
public required List<Card> AvailableCards { get; init; }
public required List<Account> AvailableAccounts { get; init; }
public required string FileName { get; init; }
}
/// <summary>
/// Specifies how to determine the payment method for imported transactions.
/// </summary>
public enum PaymentSelectMode
{
/// <summary>Auto-detect from memo or filename.</summary>
Auto,
/// <summary>Use a specific card for all transactions.</summary>
Card,
/// <summary>Use a specific account for all transactions.</summary>
Account
}
}

69
MoneyMap/Models/Import/ImportResults.cs Normal file
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namespace MoneyMap.Models.Import
{
/// <summary>
/// Result of an import operation, showing counts of processed transactions.
/// </summary>
public record ImportResult(int Total, int Inserted, int Skipped, string? Last4FromFile);
/// <summary>
/// Wrapper for import operation result with success/failure state.
/// </summary>
public class ImportOperationResult
{
public bool IsSuccess { get; init; }
public ImportResult? Data { get; init; }
public string? ErrorMessage { get; init; }
public static ImportOperationResult Success(ImportResult data) =>
new() { IsSuccess = true, Data = data };
public static ImportOperationResult Failure(string error) =>
new() { IsSuccess = false, ErrorMessage = error };
}
/// <summary>
/// Wrapper for preview operation result with success/failure state.
/// </summary>
public class PreviewOperationResult
{
public bool IsSuccess { get; init; }
public List<TransactionPreview>? Data { get; init; }
public string? ErrorMessage { get; init; }
public static PreviewOperationResult Success(List<TransactionPreview> data) =>
new() { IsSuccess = true, Data = data };
public static PreviewOperationResult Failure(string error) =>
new() { IsSuccess = false, ErrorMessage = error };
}
/// <summary>
/// Preview of a transaction before import, with duplicate detection info.
/// </summary>
public class TransactionPreview
{
public required Transaction Transaction { get; init; }
public bool IsDuplicate { get; init; }
public required string PaymentMethodLabel { get; init; }
public string? SuggestedCategory { get; set; }
}
/// <summary>
/// User's selection for payment method during import confirmation.
/// </summary>
public class PaymentSelection
{
public int? AccountId { get; set; }
public int? CardId { get; set; }
public string? Category { get; set; }
}
/// <summary>
/// Key for detecting duplicate transactions.
/// </summary>
public record TransactionKey(DateTime Date, decimal Amount, string Name, string Memo, int AccountId, int? CardId)
{
public TransactionKey(Transaction txn)
: this(txn.Date, txn.Amount, txn.Name, txn.Memo, txn.AccountId, txn.CardId) { }
}
}

32
MoneyMap/Models/Import/PaymentResolutionResult.cs Normal file
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namespace MoneyMap.Models.Import
{
/// <summary>
/// Result of resolving a payment method (card or account) for a transaction.
/// </summary>
public class PaymentResolutionResult
{
public bool IsSuccess { get; init; }
public int? CardId { get; init; }
public int? AccountId { get; init; }
public string? Last4 { get; init; }
public string? ErrorMessage { get; init; }
/// <summary>
/// Creates a successful result when a card is used.
/// </summary>
public static PaymentResolutionResult SuccessCard(int cardId, int accountId, string last4) =>
new() { IsSuccess = true, CardId = cardId, AccountId = accountId, Last4 = last4 };
/// <summary>
/// Creates a successful result when a direct account transaction (no card).
/// </summary>
public static PaymentResolutionResult SuccessAccount(int accountId, string last4) =>
new() { IsSuccess = true, AccountId = accountId, Last4 = last4 };
/// <summary>
/// Creates a failure result with error message.
/// </summary>
public static PaymentResolutionResult Failure(string error) =>
new() { IsSuccess = false, ErrorMessage = error };
}
}

401
MoneyMap/Pages/Upload.cshtml.cs
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@@ -1,5 +1,3 @@
using CsvHelper;
using CsvHelper.Configuration;
using Microsoft.AspNetCore.Mvc;
using Microsoft.AspNetCore.Mvc.RazorPages;
using Microsoft.EntityFrameworkCore;
@@ -7,9 +5,7 @@ using MoneyMap.Data;
using MoneyMap.Models;
using MoneyMap.Models.Import;
using MoneyMap.Services;
using System.Globalization;
using System.Text.Json;
using System.Text.RegularExpressions;
namespace MoneyMap.Pages
{
@@ -216,400 +212,5 @@ namespace MoneyMap.Pages
}
return true;
}
public record ImportResult(int Total, int Inserted, int Skipped, string? Last4FromFile);
public enum PaymentSelectMode { Auto, Card, Account }
}
// ===== Service Layer =====
public interface ITransactionImporter
{
Task<PreviewOperationResult> PreviewAsync(Stream csvStream, ImportContext context);
Task<ImportOperationResult> ImportAsync(List<Transaction> transactions);
}
public class TransactionImporter : ITransactionImporter
{
private readonly MoneyMapContext _db;
private readonly ICardResolver _cardResolver;
public TransactionImporter(MoneyMapContext db, ICardResolver cardResolver)
{
_db = db;
_cardResolver = cardResolver;
}
public async Task<PreviewOperationResult> PreviewAsync(Stream csvStream, ImportContext context)
{
var previewItems = new List<TransactionPreview>();
var addedInThisBatch = new HashSet<TransactionKey>();
// First pass: read CSV to get date range and all transactions
var csvTransactions = new List<(TransactionCsvRow Row, Transaction Transaction, TransactionKey Key)>();
DateTime? minDate = null;
DateTime? maxDate = null;
using (var reader = new StreamReader(csvStream))
using (var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
{
HasHeaderRecord = true,
HeaderValidated = null,
MissingFieldFound = null
}))
{
csv.Read();
csv.ReadHeader();
var hasCategory = csv.HeaderRecord?.Any(h => h.Equals("Category", StringComparison.OrdinalIgnoreCase)) ?? false;
csv.Context.RegisterClassMap(new TransactionCsvRowMap(hasCategory));
while (csv.Read())
{
var row = csv.GetRecord<TransactionCsvRow>();
var paymentResolution = await _cardResolver.ResolvePaymentAsync(row.Memo, context);
if (!paymentResolution.IsSuccess)
return PreviewOperationResult.Failure(paymentResolution.ErrorMessage!);
var transaction = MapToTransaction(row, paymentResolution);
var key = new TransactionKey(transaction);
csvTransactions.Add((row, transaction, key));
// Track date range
if (minDate == null || transaction.Date < minDate) minDate = transaction.Date;
if (maxDate == null || transaction.Date > maxDate) maxDate = transaction.Date;
}
}
// Load existing transactions within the date range for fast duplicate checking
HashSet<TransactionKey> existingTransactions;
if (minDate.HasValue && maxDate.HasValue)
{
// Add a buffer of 1 day on each side to catch any edge cases
var startDate = minDate.Value.AddDays(-1);
var endDate = maxDate.Value.AddDays(1);
existingTransactions = await _db.Transactions
.Where(t => t.Date >= startDate && t.Date <= endDate)
.Select(t => new TransactionKey(t.Date, t.Amount, t.Name, t.Memo, t.AccountId, t.CardId))
.ToHashSetAsync();
}
else
{
existingTransactions = new HashSet<TransactionKey>();
}
// Second pass: check for duplicates and build preview
foreach (var (row, transaction, key) in csvTransactions)
{
// Fast in-memory duplicate checking
bool isDuplicate = addedInThisBatch.Contains(key) || existingTransactions.Contains(key);
previewItems.Add(new TransactionPreview
{
Transaction = transaction,
IsDuplicate = isDuplicate,
PaymentMethodLabel = GetPaymentLabel(transaction, context)
});
addedInThisBatch.Add(key);
}
// Order by date descending (newest first)
var orderedPreview = previewItems.OrderByDescending(p => p.Transaction.Date).ToList();
return PreviewOperationResult.Success(orderedPreview);
}
public async Task<ImportOperationResult> ImportAsync(List<Transaction> transactions)
{
int inserted = 0;
int skipped = 0;
foreach (var transaction in transactions)
{
_db.Transactions.Add(transaction);
inserted++;
}
await _db.SaveChangesAsync();
var result = new UploadModel.ImportResult(
transactions.Count,
inserted,
skipped,
null
);
return ImportOperationResult.Success(result);
}
private static Transaction MapToTransaction(TransactionCsvRow row, PaymentResolutionResult paymentResolution)
{
return new Transaction
{
Date = row.Date,
TransactionType = row.Transaction?.Trim() ?? "",
Name = row.Name?.Trim() ?? "",
Memo = row.Memo?.Trim() ?? "",
Amount = row.Amount,
Category = (row.Category ?? "").Trim(),
Last4 = paymentResolution.Last4,
CardId = paymentResolution.CardId,
AccountId = paymentResolution.AccountId!.Value // Required - must be present
};
}
private string GetPaymentLabel(Transaction transaction, ImportContext context)
{
var account = context.AvailableAccounts.FirstOrDefault(a => a.Id == transaction.AccountId);
var accountLabel = account?.DisplayLabel ?? $"Account ···· {transaction.Last4}";
if (transaction.CardId.HasValue)
{
var card = context.AvailableCards.FirstOrDefault(c => c.Id == transaction.CardId);
var cardLabel = card?.DisplayLabel ?? $"Card ···· {transaction.Last4}";
return $"{cardLabel} → {accountLabel}";
}
return accountLabel;
}
}
// ===== Card Resolution =====
public interface ICardResolver
{
Task<PaymentResolutionResult> ResolvePaymentAsync(string? memo, ImportContext context);
}
public class CardResolver : ICardResolver
{
private readonly MoneyMapContext _db;
public CardResolver(MoneyMapContext db)
{
_db = db;
}
public async Task<PaymentResolutionResult> ResolvePaymentAsync(string? memo, ImportContext context)
{
if (context.PaymentMode == UploadModel.PaymentSelectMode.Card)
return ResolveCard(context);
if (context.PaymentMode == UploadModel.PaymentSelectMode.Account)
return ResolveAccount(context);
return await ResolveAutomaticallyAsync(memo, context);
}
private PaymentResolutionResult ResolveCard(ImportContext context)
{
if (context.SelectedCardId is null)
return PaymentResolutionResult.Failure("Pick a card or switch to Auto.");
var card = context.AvailableCards.FirstOrDefault(c => c.Id == context.SelectedCardId);
if (card is null)
return PaymentResolutionResult.Failure("Selected card not found.");
// Card must have a linked account
if (!card.AccountId.HasValue)
return PaymentResolutionResult.Failure($"Card {card.DisplayLabel} is not linked to an account. Please link it to an account first.");
return PaymentResolutionResult.SuccessCard(card.Id, card.AccountId.Value, card.Last4);
}
private PaymentResolutionResult ResolveAccount(ImportContext context)
{
if (context.SelectedAccountId is null)
return PaymentResolutionResult.Failure("Pick an account or switch to Auto/Card mode.");
var account = context.AvailableAccounts.FirstOrDefault(a => a.Id == context.SelectedAccountId);
if (account is null)
return PaymentResolutionResult.Failure("Selected account not found.");
return PaymentResolutionResult.SuccessAccount(account.Id, account.Last4);
}
private Task<PaymentResolutionResult> ResolveAutomaticallyAsync(string? memo, ImportContext context)
{
// Extract last4 from both memo and filename
var last4FromFile = CardIdentifierExtractor.FromFileName(context.FileName);
var last4FromMemo = CardIdentifierExtractor.FromMemo(memo);
// PRIORITY 1: Try memo first (for per-transaction card detection like "usbank.com.2765")
if (!string.IsNullOrWhiteSpace(last4FromMemo))
{
var result = TryResolveByLast4(last4FromMemo, context);
if (result != null) return Task.FromResult(result);
}
// PRIORITY 2: Fall back to filename (for account-level CSVs or when memo has no card)
if (!string.IsNullOrWhiteSpace(last4FromFile))
{
var result = TryResolveByLast4(last4FromFile, context);
if (result != null) return Task.FromResult(result);
}
// Nothing found - error
var searchedLast4 = last4FromMemo ?? last4FromFile;
if (string.IsNullOrWhiteSpace(searchedLast4))
{
return Task.FromResult(PaymentResolutionResult.Failure(
"Couldn't determine card or account from memo or file name. Choose an account manually."));
}
return Task.FromResult(PaymentResolutionResult.Failure(
$"Couldn't find account or card with last4 '{searchedLast4}'. Choose an account manually."));
}
private PaymentResolutionResult? TryResolveByLast4(string last4, ImportContext context)
{
// Look for both card and account matches
var matchingCard = context.AvailableCards.FirstOrDefault(c => c.Last4 == last4);
var matchingAccount = context.AvailableAccounts.FirstOrDefault(a => a.Last4 == last4);
// Prioritize card matches (for credit card CSVs or memo-based card detection)
if (matchingCard != null)
{
// Card found - it must have an account
if (!matchingCard.AccountId.HasValue)
return PaymentResolutionResult.Failure($"Card {matchingCard.DisplayLabel} is not linked to an account. Please link it first or choose an account manually.");
return PaymentResolutionResult.SuccessCard(matchingCard.Id, matchingCard.AccountId.Value, matchingCard.Last4);
}
// Fall back to account match (for direct account transactions)
if (matchingAccount != null)
{
return PaymentResolutionResult.SuccessAccount(matchingAccount.Id, matchingAccount.Last4);
}
return null; // No match found
}
}
// ===== Helper Classes =====
public static class CardIdentifierExtractor
{
// Match patterns: "usbank.com.2765" or "usbank.com.0479" or similar formats
private static readonly Regex MemoLast4Pattern = new(@"\.(\d{4})(?:\D|$)", RegexOptions.Compiled);
private const int Last4Length = 4;
public static string? FromMemo(string? memo)
{
if (string.IsNullOrWhiteSpace(memo))
return null;
// Try to find all matches and return the last one (most likely to be card/account number)
var matches = MemoLast4Pattern.Matches(memo);
if (matches.Count == 0)
return null;
// Return the last match (typically the card number at the end)
return matches[^1].Groups[1].Value;
}
public static string? FromFileName(string fileName)
{
var name = Path.GetFileNameWithoutExtension(fileName);
var parts = name.Split(new[] { '-', '_', ' ' }, StringSplitOptions.RemoveEmptyEntries);
foreach (var part in parts.Select(p => p.Trim()))
{
if (part.Length == Last4Length && int.TryParse(part, out _))
return part;
}
return null;
}
}
// ===== Data Transfer Objects =====
public record TransactionKey(DateTime Date, decimal Amount, string Name, string Memo, int AccountId, int? CardId)
{
public TransactionKey(Transaction txn)
: this(txn.Date, txn.Amount, txn.Name, txn.Memo, txn.AccountId, txn.CardId) { }
}
public class ImportContext
{
public required UploadModel.PaymentSelectMode PaymentMode { get; init; }
public int? SelectedCardId { get; init; }
public int? SelectedAccountId { get; init; }
public required List<Card> AvailableCards { get; init; }
public required List<Account> AvailableAccounts { get; init; }
public required string FileName { get; init; }
}
public class ImportStats
{
public int Total { get; set; }
public int Inserted { get; set; }
public int Skipped { get; set; }
}
public class PaymentResolutionResult
{
public bool IsSuccess { get; init; }
public int? CardId { get; init; }
public int? AccountId { get; init; } // Required for all transactions
public string? Last4 { get; init; }
public string? ErrorMessage { get; init; }
// When a card is used: accountId is the account the card is linked to (or a default account)
public static PaymentResolutionResult SuccessCard(int cardId, int accountId, string last4) =>
new() { IsSuccess = true, CardId = cardId, AccountId = accountId, Last4 = last4 };
// When no card: accountId is the primary account for the transaction
public static PaymentResolutionResult SuccessAccount(int accountId, string last4) =>
new() { IsSuccess = true, AccountId = accountId, Last4 = last4 };
public static PaymentResolutionResult Failure(string error) =>
new() { IsSuccess = false, ErrorMessage = error };
}
public class ImportOperationResult
{
public bool IsSuccess { get; init; }
public UploadModel.ImportResult? Data { get; init; }
public string? ErrorMessage { get; init; }
public static ImportOperationResult Success(UploadModel.ImportResult data) =>
new() { IsSuccess = true, Data = data };
public static ImportOperationResult Failure(string error) =>
new() { IsSuccess = false, ErrorMessage = error };
}
public class PreviewOperationResult
{
public bool IsSuccess { get; init; }
public List<TransactionPreview>? Data { get; init; }
public string? ErrorMessage { get; init; }
public static PreviewOperationResult Success(List<TransactionPreview> data) =>
new() { IsSuccess = true, Data = data };
public static PreviewOperationResult Failure(string error) =>
new() { IsSuccess = false, ErrorMessage = error };
}
public class TransactionPreview
{
public required Transaction Transaction { get; init; }
public bool IsDuplicate { get; init; }
public required string PaymentMethodLabel { get; init; }
public string? SuggestedCategory { get; set; }
}
public class PaymentSelection
{
public int? AccountId { get; set; } // Set globally for all transactions
public int? CardId { get; set; } // Optional per transaction
public string? Category { get; set; } // User can edit in preview
}
}
}

158
MoneyMap/Services/CardResolver.cs Normal file
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@@ -0,0 +1,158 @@
using MoneyMap.Data;
using MoneyMap.Models.Import;
using System.Text.RegularExpressions;
namespace MoneyMap.Services
{
/// <summary>
/// Service for resolving payment methods (cards/accounts) for transactions.
/// </summary>
public interface ICardResolver
{
Task<PaymentResolutionResult> ResolvePaymentAsync(string? memo, ImportContext context);
}
public class CardResolver : ICardResolver
{
private readonly MoneyMapContext _db;
public CardResolver(MoneyMapContext db)
{
_db = db;
}
public async Task<PaymentResolutionResult> ResolvePaymentAsync(string? memo, ImportContext context)
{
if (context.PaymentMode == PaymentSelectMode.Card)
return ResolveCard(context);
if (context.PaymentMode == PaymentSelectMode.Account)
return ResolveAccount(context);
return await ResolveAutomaticallyAsync(memo, context);
}
private PaymentResolutionResult ResolveCard(ImportContext context)
{
if (context.SelectedCardId is null)
return PaymentResolutionResult.Failure("Pick a card or switch to Auto.");
var card = context.AvailableCards.FirstOrDefault(c => c.Id == context.SelectedCardId);
if (card is null)
return PaymentResolutionResult.Failure("Selected card not found.");
// Card must have a linked account
if (!card.AccountId.HasValue)
return PaymentResolutionResult.Failure($"Card {card.DisplayLabel} is not linked to an account. Please link it to an account first.");
return PaymentResolutionResult.SuccessCard(card.Id, card.AccountId.Value, card.Last4);
}
private PaymentResolutionResult ResolveAccount(ImportContext context)
{
if (context.SelectedAccountId is null)
return PaymentResolutionResult.Failure("Pick an account or switch to Auto/Card mode.");
var account = context.AvailableAccounts.FirstOrDefault(a => a.Id == context.SelectedAccountId);
if (account is null)
return PaymentResolutionResult.Failure("Selected account not found.");
return PaymentResolutionResult.SuccessAccount(account.Id, account.Last4);
}
private Task<PaymentResolutionResult> ResolveAutomaticallyAsync(string? memo, ImportContext context)
{
// Extract last4 from both memo and filename
var last4FromFile = CardIdentifierExtractor.FromFileName(context.FileName);
var last4FromMemo = CardIdentifierExtractor.FromMemo(memo);
// PRIORITY 1: Try memo first (for per-transaction card detection like "usbank.com.2765")
if (!string.IsNullOrWhiteSpace(last4FromMemo))
{
var result = TryResolveByLast4(last4FromMemo, context);
if (result != null) return Task.FromResult(result);
}
// PRIORITY 2: Fall back to filename (for account-level CSVs or when memo has no card)
if (!string.IsNullOrWhiteSpace(last4FromFile))
{
var result = TryResolveByLast4(last4FromFile, context);
if (result != null) return Task.FromResult(result);
}
// Nothing found - error
var searchedLast4 = last4FromMemo ?? last4FromFile;
if (string.IsNullOrWhiteSpace(searchedLast4))
{
return Task.FromResult(PaymentResolutionResult.Failure(
"Couldn't determine card or account from memo or file name. Choose an account manually."));
}
return Task.FromResult(PaymentResolutionResult.Failure(
$"Couldn't find account or card with last4 '{searchedLast4}'. Choose an account manually."));
}
private PaymentResolutionResult? TryResolveByLast4(string last4, ImportContext context)
{
// Look for both card and account matches
var matchingCard = context.AvailableCards.FirstOrDefault(c => c.Last4 == last4);
var matchingAccount = context.AvailableAccounts.FirstOrDefault(a => a.Last4 == last4);
// Prioritize card matches (for credit card CSVs or memo-based card detection)
if (matchingCard != null)
{
// Card found - it must have an account
if (!matchingCard.AccountId.HasValue)
return PaymentResolutionResult.Failure($"Card {matchingCard.DisplayLabel} is not linked to an account. Please link it first or choose an account manually.");
return PaymentResolutionResult.SuccessCard(matchingCard.Id, matchingCard.AccountId.Value, matchingCard.Last4);
}
// Fall back to account match (for direct account transactions)
if (matchingAccount != null)
{
return PaymentResolutionResult.SuccessAccount(matchingAccount.Id, matchingAccount.Last4);
}
return null; // No match found
}
}
/// <summary>
/// Utility class for extracting card/account identifiers from memos and filenames.
/// </summary>
public static class CardIdentifierExtractor
{
// Match patterns: "usbank.com.2765" or "usbank.com.0479" or similar formats
private static readonly Regex MemoLast4Pattern = new(@"\.(\d{4})(?:\D|$)", RegexOptions.Compiled);
private const int Last4Length = 4;
public static string? FromMemo(string? memo)
{
if (string.IsNullOrWhiteSpace(memo))
return null;
// Try to find all matches and return the last one (most likely to be card/account number)
var matches = MemoLast4Pattern.Matches(memo);
if (matches.Count == 0)
return null;
// Return the last match (typically the card number at the end)
return matches[^1].Groups[1].Value;
}
public static string? FromFileName(string fileName)
{
var name = Path.GetFileNameWithoutExtension(fileName);
var parts = name.Split(new[] { '-', '_', ' ' }, StringSplitOptions.RemoveEmptyEntries);
foreach (var part in parts.Select(p => p.Trim()))
{
if (part.Length == Last4Length && int.TryParse(part, out _))
return part;
}
return null;
}
}
}

167
MoneyMap/Services/TransactionImporter.cs Normal file
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@@ -0,0 +1,167 @@
using CsvHelper;
using CsvHelper.Configuration;
using Microsoft.EntityFrameworkCore;
using MoneyMap.Data;
using MoneyMap.Models;
using MoneyMap.Models.Import;
using System.Globalization;
namespace MoneyMap.Services
{
/// <summary>
/// Service for importing transactions from CSV files.
/// </summary>
public interface ITransactionImporter
{
Task<PreviewOperationResult> PreviewAsync(Stream csvStream, ImportContext context);
Task<ImportOperationResult> ImportAsync(List<Transaction> transactions);
}
public class TransactionImporter : ITransactionImporter
{
private readonly MoneyMapContext _db;
private readonly ICardResolver _cardResolver;
public TransactionImporter(MoneyMapContext db, ICardResolver cardResolver)
{
_db = db;
_cardResolver = cardResolver;
}
public async Task<PreviewOperationResult> PreviewAsync(Stream csvStream, ImportContext context)
{
var previewItems = new List<TransactionPreview>();
var addedInThisBatch = new HashSet<TransactionKey>();
// First pass: read CSV to get date range and all transactions
var csvTransactions = new List<(TransactionCsvRow Row, Transaction Transaction, TransactionKey Key)>();
DateTime? minDate = null;
DateTime? maxDate = null;
using (var reader = new StreamReader(csvStream))
using (var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
{
HasHeaderRecord = true,
HeaderValidated = null,
MissingFieldFound = null
}))
{
csv.Read();
csv.ReadHeader();
var hasCategory = csv.HeaderRecord?.Any(h => h.Equals("Category", StringComparison.OrdinalIgnoreCase)) ?? false;
csv.Context.RegisterClassMap(new TransactionCsvRowMap(hasCategory));
while (csv.Read())
{
var row = csv.GetRecord<TransactionCsvRow>();
var paymentResolution = await _cardResolver.ResolvePaymentAsync(row.Memo, context);
if (!paymentResolution.IsSuccess)
return PreviewOperationResult.Failure(paymentResolution.ErrorMessage!);
var transaction = MapToTransaction(row, paymentResolution);
var key = new TransactionKey(transaction);
csvTransactions.Add((row, transaction, key));
// Track date range
if (minDate == null || transaction.Date < minDate) minDate = transaction.Date;
if (maxDate == null || transaction.Date > maxDate) maxDate = transaction.Date;
}
}
// Load existing transactions within the date range for fast duplicate checking
HashSet<TransactionKey> existingTransactions;
if (minDate.HasValue && maxDate.HasValue)
{
// Add a buffer of 1 day on each side to catch any edge cases
var startDate = minDate.Value.AddDays(-1);
var endDate = maxDate.Value.AddDays(1);
existingTransactions = await _db.Transactions
.Where(t => t.Date >= startDate && t.Date <= endDate)
.Select(t => new TransactionKey(t.Date, t.Amount, t.Name, t.Memo, t.AccountId, t.CardId))
.ToHashSetAsync();
}
else
{
existingTransactions = new HashSet<TransactionKey>();
}
// Second pass: check for duplicates and build preview
foreach (var (row, transaction, key) in csvTransactions)
{
// Fast in-memory duplicate checking
bool isDuplicate = addedInThisBatch.Contains(key) || existingTransactions.Contains(key);
previewItems.Add(new TransactionPreview
{
Transaction = transaction,
IsDuplicate = isDuplicate,
PaymentMethodLabel = GetPaymentLabel(transaction, context)
});
addedInThisBatch.Add(key);
}
// Order by date descending (newest first)
var orderedPreview = previewItems.OrderByDescending(p => p.Transaction.Date).ToList();
return PreviewOperationResult.Success(orderedPreview);
}
public async Task<ImportOperationResult> ImportAsync(List<Transaction> transactions)
{
int inserted = 0;
int skipped = 0;
foreach (var transaction in transactions)
{
_db.Transactions.Add(transaction);
inserted++;
}
await _db.SaveChangesAsync();
var result = new ImportResult(
transactions.Count,
inserted,
skipped,
null
);
return ImportOperationResult.Success(result);
}
private static Transaction MapToTransaction(TransactionCsvRow row, PaymentResolutionResult paymentResolution)
{
return new Transaction
{
Date = row.Date,
TransactionType = row.Transaction?.Trim() ?? "",
Name = row.Name?.Trim() ?? "",
Memo = row.Memo?.Trim() ?? "",
Amount = row.Amount,
Category = (row.Category ?? "").Trim(),
Last4 = paymentResolution.Last4,
CardId = paymentResolution.CardId,
AccountId = paymentResolution.AccountId!.Value
};
}
private string GetPaymentLabel(Transaction transaction, ImportContext context)
{
var account = context.AvailableAccounts.FirstOrDefault(a => a.Id == transaction.AccountId);
var accountLabel = account?.DisplayLabel ?? $"Account ···· {transaction.Last4}";
if (transaction.CardId.HasValue)
{
var card = context.AvailableCards.FirstOrDefault(c => c.Id == transaction.CardId);
var cardLabel = card?.DisplayLabel ?? $"Card ···· {transaction.Last4}";
return $"{cardLabel} → {accountLabel}";
}
return accountLabel;
}
}
}