refactor: extract Models and Data into MoneyMap.Core shared library

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-20 18:16:33 -04:00
parent d831991ad0
commit 3deca29f05
23 changed files with 59 additions and 7 deletions
@@ -0,0 +1,137 @@
+namespace MoneyMap.Models.Api;
+
+/// <summary>
+/// Complete financial audit response for AI analysis.
+/// </summary>
+public class FinancialAuditResponse
+{
+    public DateTime GeneratedAt { get; set; }
+    public DateTime PeriodStart { get; set; }
+    public DateTime PeriodEnd { get; set; }
+
+    public AuditSummary Summary { get; set; } = new();
+    public List<BudgetStatusDto> Budgets { get; set; } = new();
+    public List<CategorySpendingDto> SpendingByCategory { get; set; } = new();
+    public List<MerchantSpendingDto> TopMerchants { get; set; } = new();
+    public List<MonthlyTrendDto> MonthlyTrends { get; set; } = new();
+    public List<AccountSummaryDto> Accounts { get; set; } = new();
+    public List<AuditFlagDto> Flags { get; set; } = new();
+    public List<TransactionDto>? Transactions { get; set; }
+}
+
+/// <summary>
+/// High-level financial statistics for the audit period.
+/// </summary>
+public class AuditSummary
+{
+    public int TotalTransactions { get; set; }
+    public decimal TotalIncome { get; set; }
+    public decimal TotalExpenses { get; set; }
+    public decimal NetCashFlow { get; set; }
+    public decimal AverageDailySpend { get; set; }
+    public int DaysInPeriod { get; set; }
+    public int UncategorizedTransactions { get; set; }
+    public decimal UncategorizedAmount { get; set; }
+}
+
+/// <summary>
+/// Budget status with period information.
+/// </summary>
+public class BudgetStatusDto
+{
+    public int BudgetId { get; set; }
+    public string Category { get; set; } = "";
+    public string Period { get; set; } = "";
+    public decimal Limit { get; set; }
+    public decimal Spent { get; set; }
+    public decimal Remaining { get; set; }
+    public decimal PercentUsed { get; set; }
+    public bool IsOverBudget { get; set; }
+    public string PeriodRange { get; set; } = "";
+}
+
+/// <summary>
+/// Spending breakdown by category with optional budget correlation.
+/// </summary>
+public class CategorySpendingDto
+{
+    public string Category { get; set; } = "";
+    public decimal TotalSpent { get; set; }
+    public int TransactionCount { get; set; }
+    public decimal PercentOfTotal { get; set; }
+    public decimal AverageTransaction { get; set; }
+    public decimal? BudgetLimit { get; set; }
+    public decimal? BudgetRemaining { get; set; }
+    public bool? IsOverBudget { get; set; }
+}
+
+/// <summary>
+/// Spending patterns by merchant.
+/// </summary>
+public class MerchantSpendingDto
+{
+    public string MerchantName { get; set; } = "";
+    public string? Category { get; set; }
+    public decimal TotalSpent { get; set; }
+    public int TransactionCount { get; set; }
+    public decimal AverageTransaction { get; set; }
+    public DateTime FirstTransaction { get; set; }
+    public DateTime LastTransaction { get; set; }
+}
+
+/// <summary>
+/// Monthly income/expense/net trends.
+/// </summary>
+public class MonthlyTrendDto
+{
+    public string Month { get; set; } = "";
+    public int Year { get; set; }
+    public decimal Income { get; set; }
+    public decimal Expenses { get; set; }
+    public decimal NetCashFlow { get; set; }
+    public int TransactionCount { get; set; }
+    public Dictionary<string, decimal> TopCategories { get; set; } = new();
+}
+
+/// <summary>
+/// Per-account transaction summary.
+/// </summary>
+public class AccountSummaryDto
+{
+    public int AccountId { get; set; }
+    public string AccountName { get; set; } = "";
+    public string Institution { get; set; } = "";
+    public string AccountType { get; set; } = "";
+    public int TransactionCount { get; set; }
+    public decimal TotalDebits { get; set; }
+    public decimal TotalCredits { get; set; }
+    public decimal NetFlow { get; set; }
+}
+
+/// <summary>
+/// AI-friendly flag highlighting potential issues or observations.
+/// </summary>
+public class AuditFlagDto
+{
+    public string Type { get; set; } = "";
+    public string Severity { get; set; } = "";
+    public string Message { get; set; } = "";
+    public object? Details { get; set; }
+}
+
+/// <summary>
+/// Simplified transaction for export.
+/// </summary>
+public class TransactionDto
+{
+    public long Id { get; set; }
+    public DateTime Date { get; set; }
+    public string Name { get; set; } = "";
+    public string? Memo { get; set; }
+    public decimal Amount { get; set; }
+    public string? Category { get; set; }
+    public string? MerchantName { get; set; }
+    public string AccountName { get; set; } = "";
+    public string? CardLabel { get; set; }
+    public bool IsTransfer { get; set; }
+}