- Add AddMemoryCache() for TransactionCategorizer caching
- Register IPdfToImageConverter
- Register OpenAIVisionClient and ClaudeVisionClient with HttpClient
- Update AIReceiptParser registration to use scoped instead of HttpClient
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Extract for better separation of concerns:
- Services/PdfToImageConverter.cs - PDF to image conversion using ImageMagick
- Services/AIVisionClient.cs - OpenAI and Claude vision API clients
- IAIVisionClient interface
- OpenAIVisionClient, ClaudeVisionClient implementations
AIReceiptParser now orchestrates using injected services.
Adds proper logging for auto-mapping operations.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Move CategoryMapping class to Models/CategoryMapping.cs
- Add IMemoryCache with 10-minute TTL for category mappings
- Add InvalidateMappingsCache() method for cache invalidation
- Reduces repeated DB queries during bulk categorization
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add ILogger for proper error logging
- Differentiate between HTTP, JSON parsing, and general errors
- Log errors with descriptive messages for debugging
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- CardService.GetAllCardsWithStatsAsync: Use single query with Select projection
- AccountService.GetAccountDetailsAsync: Use single query with Select projection
- TransactionStatisticsService: Calculate stats at DB level, fix N+1 in GetCardStatsForAccountAsync
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Added validation to prevent users from submitting the upload form without
selecting a file first. The preview button is now disabled by default and
only enables when a file is selected, improving user experience and
preventing empty form submissions.
Changes:
- Added IDs to file input and preview button
- Button starts in disabled state
- JavaScript listener enables button when file is selected
- Button disables again if file selection is cleared
Added wwwroot/receipts to compilation exclusions to prevent build warnings
and improve build performance. Receipt files are user-uploaded content and
should not be included in the build process.
Extracted all inline JavaScript from Razor pages into dedicated external
files for better code organization and browser caching:
- upload.js: transaction preview, pagination, form handling
- transactions.js: date range filters, Bootstrap tooltips
- edit-transaction.js: category/merchant dropdowns, copy functionality
- merchants.js: modal handling for merchant management
- category-mappings.js: modal handling for category rules
Updated all affected .cshtml files to reference external scripts instead
of inline script blocks. This improves maintainability, enables browser
caching, and provides better separation of concerns.
Removed unused using statements from page models and test files:
- Removed unused Microsoft.EntityFrameworkCore and MoneyMap.Data imports
- Removed redundant Xunit usings (already declared as global)
Fixes CS8019 and CS8933 hidden diagnostics.
Changed Receipt property from non-nullable (null!) to nullable (?) to properly
handle cases where receipt is not found. Fixes CS8601 null reference assignment
warning.
Removed async/await keywords from methods that don't perform any async
operations. The methods were triggering CS1998 warnings and running
synchronously despite being marked async.
Added validation to ensure messageContent is not null or whitespace before
deserializing JSON responses from OpenAI and Claude vision APIs. This fixes
CS8604 warnings about possible null reference arguments.
- Add hidden fields for immutable transaction properties to preserve values during form submission
- Make category field optional by removing validation for empty values
- Simplify category input handling by removing duplicate hidden field
- Clean up JavaScript by using proper element IDs instead of querySelector
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add auto-approve permissions for dotnet test, new, and add commands to support test-driven development workflow.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add unmap functionality to allow users to disassociate receipts from transactions without deleting them:
- ReceiptManager: Add UnmapReceiptAsync method
- Receipts page: Add OnPostUnmapAsync handler
- Receipts view: Add Unmap button for mapped receipts with confirmation dialog
This provides a non-destructive alternative to deleting receipts when they need to be remapped to different transactions.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Document the expanded service layer architecture:
- Reorganize service layer diagram by functional groups (Core Transaction, Entity Management, Receipt, Reference & Dashboard)
- Add comprehensive documentation for AccountService, CardService, ReferenceDataService, and TransactionStatisticsService
- Update MerchantService documentation with new CRUD operations
- Document all DTOs and design patterns
Maintains architectural documentation consistency as the service layer continues to grow.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Refactor 7 PageModels to delegate business logic to services:
- AccountDetails: Use AccountService for account details retrieval
- Accounts: Use AccountService for listing and deletion
- Cards: Use CardService for listing and deletion
- EditTransaction: Use ReferenceDataService for dropdowns
- Merchants: Use MerchantService for CRUD operations
- Recategorize: Use ReferenceDataService and TransactionStatisticsService
- Transactions: Use ReferenceDataService and TransactionStatisticsService
Significantly simplifies PageModels (229 lines removed, 97 added) by extracting data access and business logic into testable services. Pages now focus solely on HTTP request/response handling.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Extend MerchantService with additional operations:
- GetMerchantByIdAsync: Retrieve merchant with optional related data
- GetAllMerchantsWithStatsAsync: Get all merchants with transaction/mapping counts
- UpdateMerchantAsync: Update merchant name with duplicate validation
- DeleteMerchantAsync: Delete merchant (unlinks transactions and mappings)
Includes DTOs for merchant stats, update results, and delete results. Consolidates merchant management logic previously scattered across PageModels.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add four new services to extract business logic from PageModels:
- AccountService: Account retrieval, stats, and deletion with validation
- CardService: Card retrieval, stats, and deletion with validation
- ReferenceDataService: Centralized reference data for dropdowns (categories, merchants, cards, accounts)
- TransactionStatisticsService: Transaction statistics and aggregate calculations
All services follow the established service layer pattern with interfaces for DI and improved testability. Includes comprehensive DTOs for stats and validation results.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add auto-approve permissions for roslyn-bridge skill, curl commands, and dotnet build variants to improve Claude Code workflow efficiency.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Document TransactionService and ReceiptMatchingService in the architecture documentation, including their responsibilities, key methods, matching algorithms, and design patterns.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Extract 140+ lines of receipt-to-transaction matching logic into ReceiptMatchingService. The PageModel now delegates matching to the service, simplifying the code and improving testability.
The matching algorithm (date filtering, merchant word-based scoring, amount tolerance) remains unchanged but is now centralized in a dedicated service.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Replace inline duplicate detection logic with TransactionService.IsDuplicateAsync(), consolidating duplicate checking into a single, testable service method. Removes duplicate IsDuplicate() method implementations from UploadModel.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add two new services to extract business logic from PageModels:
- TransactionService: Handles core transaction operations including duplicate detection, retrieval, and deletion
- ReceiptMatchingService: Implements intelligent receipt-to-transaction matching using date, merchant, and amount scoring
Both services follow the established service layer pattern with interfaces for dependency injection and improved testability.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add safer workflow for fixing incorrectly mapped receipts:
- Add OnPostUnmapReceiptAsync handler that sets TransactionId to null
- Add "Unmap" button (warning color) before Delete button
- Update Delete confirmation to emphasize PERMANENT deletion
- Unmap success message guides user to Receipts page
This prevents accidental loss of receipt files when users just want to remap them to a different transaction.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Rename to reflect multi-provider support (OpenAI + Anthropic):
- Rename Services/OpenAIReceiptParser.cs to Services/AIReceiptParser.cs
- Update class name from OpenAIReceiptParser to AIReceiptParser
- Update DI registration in Program.cs
The parser now supports both OpenAI and Anthropic models, so the more generic name better reflects its capabilities.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add Claude 3.5 Haiku and Sonnet as parsing options:
- Add Claude models to AI Model dropdown (Haiku for fast, Sonnet for best quality)
- Update OpenAIReceiptParser to detect provider based on model name (claude-* prefix)
- Add CallClaudeVisionAsync method using Anthropic Messages API
- Support ANTHROPIC_API_KEY environment variable or Anthropic:ApiKey config
- Parse logs now correctly show "Anthropic" or "OpenAI" as provider
- Both providers use the same prompt template and return structure
Users can now choose from 4 models:
- GPT-4o Mini (fast & cheap)
- GPT-4o (smarter)
- Claude 3.5 Haiku (fast)
- Claude 3.5 Sonnet (best quality)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Major improvements to receipt parsing:
Voided Item Handling:
- Add Voided boolean field to ReceiptLineItem model and database
- Never skip any line items - include voided items with voided=true and lineTotal=0.00
- Strong parser hints: "CONTINUE reading", "do NOT stop parsing", "Read ENTIRE receipt"
- Ensures all items after void markers are captured
UPC/Barcode Extraction:
- Extract UPC codes (12-13 digits) and store in Sku field
- Enables price tracking over time even when descriptions change
Quantity Defaults:
- ALWAYS default to 1.0 for ALL retail products (groceries, goods, merchandise)
- Only use null for utility bills, service fees, or taxes
- Emphatic instructions: "MUST be 1.0", "do NOT leave it null"
- Prevents missing quantities on retail items
Model Selection:
- Add AI model dropdown in ViewReceipt UI (gpt-4o-mini vs gpt-4o)
- Update IReceiptParser interface to accept optional model parameter
- Pass selected model through to OpenAI API
- Store model name in parse logs for history tracking
- Allows using smarter model for complex receipts
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Move hardcoded prompt from OpenAIReceiptParser.cs to Prompts/ReceiptParserPrompt.txt for easier maintenance and editing without recompilation. Add caching to LoadPromptTemplateAsync for performance. Configure .csproj to copy Prompts folder to output directory.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Implemented word-based relevance scoring to intelligently sort transactions when multiple matches exist within the amount tolerance. The system now:
1. Splits receipt merchant name into words (handling spaces, dashes, underscores, dots)
2. Compares each word against transaction merchant name and transaction name
3. Scores based on matching word count (bidirectional substring matching)
4. Exact matches get highest priority (score 1000)
5. Word matches get scored (10 points per matching word)
6. Sorts by relevance score, then by date
Examples:
- Receipt "Duke Energy" matches "DUKE ENERGY CORPORATION" better than "WALMART"
- Receipt "McDonald's" matches "MCDONALD'S #12345" better than "BURGER KING"
- Receipt "Comcast" matches "COMCAST CABLE" better than "VERIZON"
This dramatically improves auto-mapping success rate and puts the most likely transaction at the top of the manual selection list.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Changed amount matching from a fixed ±$0.10 tolerance to a percentage-based ±10% tolerance. This dramatically narrows down the transaction list for manual mapping, often to just 1-2 transactions.
Changes:
- Manual mapping: Filters candidates to ±10% of receipt total
- Manual mapping: Green highlighting for very close matches (±2%)
- Auto-mapping: Uses same ±10% tolerance for filtering
- UI: Updated help text to explain the filtering
Example: A $100 receipt will only show transactions between $90-$110, making it much easier to find the correct match.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Fixed bug where manual receipt mapping was only showing transactions near the due date instead of the full range from bill date to due date + 5 days. The issue was that we were taking only the top 100 most recent transactions before applying merchant relevance sorting, which cut off older transactions near the bill date.
Now the query retrieves ALL transactions within the date range (bill date to due date + 5), then sorts by merchant relevance and date. This ensures bills like electric bills show all transactions from the bill date through the payment date.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Receipts are now automatically parsed using OpenAI Vision API immediately after upload. The parsing runs in the background and triggers auto-mapping if successful. This streamlines the workflow - users just upload a receipt and it's automatically parsed and mapped to the matching transaction without any additional clicks.
The parsing happens asynchronously via Task.Run to not block the upload response. If parsing fails, the upload is still considered successful.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Updated documentation to reflect v1.2 changes:
- Unmapped receipts with nullable TransactionId
- Duplicate detection with blocking modal
- Auto-mapping service with intelligent date range logic
- Due date support for bills (bill date to due date + 5 days)
- Enhanced manual mapping UI with transaction selector
- Transactions page improvements (search, filters, ID column)
- New Receipts page with comprehensive workflow
- Updated service layer, database schema, and workflows sections
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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>
