Commit Graph

4 Commits

Author SHA1 Message Date
AJ
a5bda6f94f Fix naming conflict in ReceiptAutoMapResult
Renamed static factory method from 'MultipleMatches' to
'WithMultipleMatches' to avoid conflict with the 'MultipleMatches'
property in the same class.

This resolves the compilation error: "The type 'ReceiptAutoMapResult'
already contains a definition for 'MultipleMatches'".

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-12 13:13:09 -04:00
AJ
1aecbf14fe Fix decimal precision for CategoryMapping.Confidence field
Add explicit column type configuration for Confidence field to avoid
SQL Server truncation warnings. Use decimal(5,4) to store values from
0.0000 to 1.0000 with 4 decimal places of precision.

Also add MaxLength constraint for CreatedBy field.

Migration applied successfully to database.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-12 10:51:47 -04:00
AJ
a44b3d41ac Major refactor: Split Cards and Accounts into separate tables
Schema Changes:
- Add Account model (Institution, AccountType enum, Last4, Owner, Nickname)
- Add Transfer model for tracking money movement between accounts
- Update Transaction to support both CardId and AccountId (nullable FKs)
- Rename Transaction.CardLast4 → Last4 (works for both cards and accounts)
- Add PaymentMethodLabel computed property to Transaction
- Create EF Core migration: SplitCardsAndAccounts

Data Model Improvements:
- Accounts: Checking, Savings, Other types
- Transfers: Source/Destination accounts, optional link to original transaction
- Transactions can now link to either a Card OR an Account
- Transfer categories excluded from spending reports via TransactionFilters

UI Pages:
- Add Accounts.cshtml - List all bank accounts with transaction counts
- Add EditAccount.cshtml - Create/edit bank accounts
- Add Accounts link to navigation
- Update all references from CardLast4 to Last4

Service Layer Updates:
- Update CardResolutionResult to use nullable CardId and renamed Last4
- Update TransactionKey record to include AccountId
- Update IsDuplicate check to include both CardId and AccountId
- Update all PaymentMethodLabel usage across pages

This architecture allows proper separation of credit cards from bank
accounts and enables tracking of transfers between accounts without
double-counting in spending reports.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-09 20:52:54 -04:00
AJ
ff14aed65f Add card management pages and enhance category mappings UI.
Features added:
- Cards page with list/create/edit/delete functionality
- EditCard page for modifying card details
- Enhanced CategoryMappings UI with inline add/edit/delete modals
- Category dropdown autocomplete in mapping forms
- Priority badges and visual indicators for high-priority mappings
- Click-to-edit functionality on patterns

Improvements:
- TransactionCategorizer: Add TARGET.COM to online shopping patterns
- TransactionCategorizer: Set Credit Card Payment to priority 200 to catch before Banking
- TransactionCategorizer: Add database migration comments
- Layout: Add Cards link to navigation
- Layout: Fix Bootstrap JS path
- ValidationScriptsPartial: Use Url.Content for script paths

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-09 16:49:18 -04:00