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Extend bill date range to include 5 days after due date

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Updated both auto-mapping and manual mapping logic to search for transactions from bill date to due date + 5 days. This accounts for auto-pay processing delays, weekends, and bank processing times when bills are auto-paid on the due date.

This fixes the issue where electric bills and other auto-paid utilities were missing their matching transactions because the payment posted a few days after the due date.

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

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
AJ
2025-10-12 15:37:10 -04:00
parent 127c629d01
commit c4c01ce8c6
3 changed files with 8 additions and 6 deletions
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4
MoneyMap/Pages/Receipts.cshtml
View File

@@ -304,7 +304,7 @@
<div class="form-text mb-2"> <div class="form-text mb-2">
@if (r.ReceiptDate.HasValue && r.DueDate.HasValue) @if (r.ReceiptDate.HasValue && r.DueDate.HasValue)
{ {
<span>Showing transactions between bill date (@r.ReceiptDate.Value.ToString("yyyy-MM-dd")) and due date (@r.DueDate.Value.ToString("yyyy-MM-dd")).</span> <span>Showing transactions between bill date (@r.ReceiptDate.Value.ToString("yyyy-MM-dd")) and 5 days after due date (@r.DueDate.Value.AddDays(5).ToString("yyyy-MM-dd")).</span>
} }
else if (r.ReceiptDate.HasValue) else if (r.ReceiptDate.HasValue)
{ {
@@ -384,7 +384,7 @@
No matching transactions found. No matching transactions found.
@if (r.ReceiptDate.HasValue && r.DueDate.HasValue) @if (r.ReceiptDate.HasValue && r.DueDate.HasValue)
{ {
<span>Try searching between @r.ReceiptDate.Value.ToString("yyyy-MM-dd") and @r.DueDate.Value.ToString("yyyy-MM-dd").</span> <span>Try searching between @r.ReceiptDate.Value.ToString("yyyy-MM-dd") and @r.DueDate.Value.AddDays(5).ToString("yyyy-MM-dd").</span>
} }
else if (r.ReceiptDate.HasValue) else if (r.ReceiptDate.HasValue)
{ {

5
MoneyMap/Pages/Receipts.cshtml.cs
View File

@@ -236,9 +236,10 @@ namespace MoneyMap.Pages
// If receipt has a date, filter by date range // If receipt has a date, filter by date range
if (receipt.ReceiptDate.HasValue && receipt.DueDate.HasValue) if (receipt.ReceiptDate.HasValue && receipt.DueDate.HasValue)
{ {
// For bills with due dates: use range from bill date to due date // For bills with due dates: use range from bill date to due date + 5 days
// (to account for auto-pay processing delays, weekends, etc.)
var minDate = receipt.ReceiptDate.Value; var minDate = receipt.ReceiptDate.Value;
var maxDate = receipt.DueDate.Value; var maxDate = receipt.DueDate.Value.AddDays(5);
query = query.Where(t => t.Date >= minDate && t.Date <= maxDate); query = query.Where(t => t.Date >= minDate && t.Date <= maxDate);
} }
else if (receipt.ReceiptDate.HasValue) else if (receipt.ReceiptDate.HasValue)

5
MoneyMap/Services/ReceiptAutoMapper.cs
View File

@@ -99,9 +99,10 @@ namespace MoneyMap.Services
// Start with date range filter // Start with date range filter
if (receipt.ReceiptDate.HasValue && receipt.DueDate.HasValue) if (receipt.ReceiptDate.HasValue && receipt.DueDate.HasValue)
{ {
// For bills with due dates: use range from bill date to due date // For bills with due dates: use range from bill date to due date + 5 days
// (to account for auto-pay processing delays, weekends, etc.)
var minDate = receipt.ReceiptDate.Value; var minDate = receipt.ReceiptDate.Value;
var maxDate = receipt.DueDate.Value; var maxDate = receipt.DueDate.Value.AddDays(5);
query = query.Where(t => t.Date >= minDate && t.Date <= maxDate); query = query.Where(t => t.Date >= minDate && t.Date <= maxDate);
} }
else if (receipt.ReceiptDate.HasValue) else if (receipt.ReceiptDate.HasValue)