refactor(mcp): rewrite all tools to use MoneyMapApiClient instead of direct DB access

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
refactor(mcp): remove Core dependency, switch to HttpClient-based architecture
2026-04-20 20:40:23 -04:00 · 2026-04-20 20:37:45 -04:00 · 2026-04-20 20:37:36 -04:00 · 2026-04-20 20:35:57 -04:00 · 2026-04-20 20:35:53 -04:00 · 2026-04-20 20:35:49 -04:00
23 changed files with 1245 additions and 696 deletions
@@ -1,15 +0,0 @@
-using Microsoft.Extensions.Configuration;
-using MoneyMap.Services;
-
-namespace MoneyMap.Mcp;
-
-public class ConfigReceiptStorageOptions : IReceiptStorageOptions
-{
-    public string ReceiptsBasePath { get; }
-
-    public ConfigReceiptStorageOptions(IConfiguration config)
-    {
-        ReceiptsBasePath = config["Receipts:StoragePath"]
-            ?? throw new InvalidOperationException("Receipts:StoragePath not configured");
-    }
-}
@@ -6,17 +6,10 @@
    <ImplicitUsings>enable</ImplicitUsings>
  </PropertyGroup>

-  <ItemGroup>
-    <FrameworkReference Include="Microsoft.AspNetCore.App" />
-  </ItemGroup>
-
  <ItemGroup>
    <PackageReference Include="ModelContextProtocol" Version="1.1.0" />
    <PackageReference Include="Microsoft.Extensions.Hosting" Version="9.0.6" />
-  </ItemGroup>
-
-  <ItemGroup>
-    <ProjectReference Include="..\MoneyMap.Core\MoneyMap.Core.csproj" />
+    <PackageReference Include="Microsoft.Extensions.Http" Version="9.0.6" />
  </ItemGroup>

  <ItemGroup>
@@ -0,0 +1,241 @@
+using System.Net;
+using System.Text;
+using System.Text.Json;
+
+namespace MoneyMap.Mcp;
+
+public class MoneyMapApiClient
+{
+    private readonly HttpClient _http;
+
+    public MoneyMapApiClient(HttpClient http) => _http = http;
+
+    public async Task<string> HealthCheckAsync()
+    {
+        return await GetAsync("/api/health");
+    }
+
+    // --- Transactions ---
+
+    public async Task<string> SearchTransactionsAsync(
+        string? query, string? startDate, string? endDate, string? category,
+        string? merchantName, decimal? minAmount, decimal? maxAmount,
+        int? accountId, int? cardId, string? type, bool? uncategorizedOnly, int? limit)
+    {
+        var qs = BuildQueryString(
+            ("query", query), ("startDate", startDate), ("endDate", endDate),
+            ("category", category), ("merchantName", merchantName),
+            ("minAmount", minAmount?.ToString()), ("maxAmount", maxAmount?.ToString()),
+            ("accountId", accountId?.ToString()), ("cardId", cardId?.ToString()),
+            ("type", type), ("uncategorizedOnly", uncategorizedOnly?.ToString()),
+            ("limit", limit?.ToString()));
+
+        return await GetAsync($"/api/transactions{qs}");
+    }
+
+    public async Task<string> GetTransactionAsync(long transactionId)
+    {
+        return await GetAsync($"/api/transactions/{transactionId}");
+    }
+
+    public async Task<string> UpdateTransactionCategoryAsync(long[] transactionIds, string category, string? merchantName)
+    {
+        var body = new { TransactionIds = transactionIds, Category = category, MerchantName = merchantName };
+        return await PutAsync($"/api/transactions/{transactionIds[0]}/category", body);
+    }
+
+    public async Task<string> BulkRecategorizeAsync(string namePattern, string toCategory, string? fromCategory, string? merchantName, bool dryRun)
+    {
+        var body = new { NamePattern = namePattern, ToCategory = toCategory, FromCategory = fromCategory, MerchantName = merchantName, DryRun = dryRun };
+        return await PostAsync("/api/transactions/bulk-recategorize", body);
+    }
+
+    public async Task<string> GetSpendingSummaryAsync(string startDate, string endDate, int? accountId)
+    {
+        var qs = BuildQueryString(("startDate", startDate), ("endDate", endDate), ("accountId", accountId?.ToString()));
+        return await GetAsync($"/api/transactions/spending-summary{qs}");
+    }
+
+    public async Task<string> GetIncomeSummaryAsync(string startDate, string endDate, int? accountId)
+    {
+        var qs = BuildQueryString(("startDate", startDate), ("endDate", endDate), ("accountId", accountId?.ToString()));
+        return await GetAsync($"/api/transactions/income-summary{qs}");
+    }
+
+    // --- Budgets ---
+
+    public async Task<string> GetBudgetStatusAsync(string? asOfDate)
+    {
+        var qs = BuildQueryString(("asOfDate", asOfDate));
+        return await GetAsync($"/api/budgets/status{qs}");
+    }
+
+    public async Task<string> CreateBudgetAsync(string? category, decimal amount, string period, string startDate)
+    {
+        var body = new { Category = category, Amount = amount, Period = period, StartDate = startDate };
+        return await PostAsync("/api/budgets", body);
+    }
+
+    public async Task<string> UpdateBudgetAsync(int budgetId, decimal? amount, string? period, bool? isActive)
+    {
+        var body = new { Amount = amount, Period = period, IsActive = isActive };
+        return await PutAsync($"/api/budgets/{budgetId}", body);
+    }
+
+    // --- Categories ---
+
+    public async Task<string> ListCategoriesAsync()
+    {
+        return await GetAsync("/api/categories");
+    }
+
+    public async Task<string> GetCategoryMappingsAsync(string? category)
+    {
+        var qs = BuildQueryString(("category", category));
+        return await GetAsync($"/api/categories/mappings{qs}");
+    }
+
+    public async Task<string> AddCategoryMappingAsync(string pattern, string category, string? merchantName, int priority)
+    {
+        var body = new { Pattern = pattern, Category = category, MerchantName = merchantName, Priority = priority };
+        return await PostAsync("/api/categories/mappings", body);
+    }
+
+    // --- Receipts ---
+
+    public async Task<string> ListReceiptsAsync(long? transactionId, string? parseStatus, int? limit)
+    {
+        var qs = BuildQueryString(("transactionId", transactionId?.ToString()), ("parseStatus", parseStatus), ("limit", limit?.ToString()));
+        return await GetAsync($"/api/receipts{qs}");
+    }
+
+    public async Task<string> GetReceiptDetailsAsync(long receiptId)
+    {
+        return await GetAsync($"/api/receipts/{receiptId}");
+    }
+
+    public async Task<string> GetReceiptImageAsync(long receiptId)
+    {
+        return await GetAsync($"/api/receipts/{receiptId}/image");
+    }
+
+    public async Task<string> GetReceiptTextAsync(long receiptId)
+    {
+        return await GetAsync($"/api/receipts/{receiptId}/text");
+    }
+
+    // --- Merchants ---
+
+    public async Task<string> ListMerchantsAsync(string? query)
+    {
+        var qs = BuildQueryString(("query", query));
+        return await GetAsync($"/api/merchants{qs}");
+    }
+
+    public async Task<string> MergeMerchantsAsync(int sourceMerchantId, int targetMerchantId)
+    {
+        var body = new { SourceMerchantId = sourceMerchantId, TargetMerchantId = targetMerchantId };
+        return await PostAsync("/api/merchants/merge", body);
+    }
+
+    // --- Accounts ---
+
+    public async Task<string> ListAccountsAsync()
+    {
+        return await GetAsync("/api/accounts");
+    }
+
+    public async Task<string> ListCardsAsync(int? accountId)
+    {
+        var qs = BuildQueryString(("accountId", accountId?.ToString()));
+        return await GetAsync($"/api/accounts/cards{qs}");
+    }
+
+    // --- Dashboard ---
+
+    public async Task<string> GetDashboardAsync(int? topCategoriesCount, int? recentTransactionsCount)
+    {
+        var qs = BuildQueryString(("topCategoriesCount", topCategoriesCount?.ToString()), ("recentTransactionsCount", recentTransactionsCount?.ToString()));
+        return await GetAsync($"/api/dashboard{qs}");
+    }
+
+    public async Task<string> GetMonthlyTrendAsync(int? months, string? category)
+    {
+        var qs = BuildQueryString(("months", months?.ToString()), ("category", category));
+        return await GetAsync($"/api/dashboard/monthly-trend{qs}");
+    }
+
+    // --- HTTP Helpers ---
+
+    private async Task<string> GetAsync(string path)
+    {
+        try
+        {
+            var response = await _http.GetAsync(path);
+            if (response.IsSuccessStatusCode)
+                return await response.Content.ReadAsStringAsync();
+            if (response.StatusCode == HttpStatusCode.NotFound)
+            {
+                var body = await response.Content.ReadAsStringAsync();
+                return body.Length > 0 ? body : "Not found";
+            }
+            return $"API error: {(int)response.StatusCode} - {response.ReasonPhrase}";
+        }
+        catch (HttpRequestException ex)
+        {
+            return $"MoneyMap API is not reachable at {_http.BaseAddress}. Ensure the web app is running. Error: {ex.Message}";
+        }
+    }
+
+    private async Task<string> PostAsync(string path, object body)
+    {
+        try
+        {
+            var content = new StringContent(JsonSerializer.Serialize(body), Encoding.UTF8, "application/json");
+            var response = await _http.PostAsync(path, content);
+            if (response.IsSuccessStatusCode)
+                return await response.Content.ReadAsStringAsync();
+            if (response.StatusCode == HttpStatusCode.NotFound)
+            {
+                var responseBody = await response.Content.ReadAsStringAsync();
+                return responseBody.Length > 0 ? responseBody : "Not found";
+            }
+            return $"API error: {(int)response.StatusCode} - {response.ReasonPhrase}";
+        }
+        catch (HttpRequestException ex)
+        {
+            return $"MoneyMap API is not reachable at {_http.BaseAddress}. Ensure the web app is running. Error: {ex.Message}";
+        }
+    }
+
+    private async Task<string> PutAsync(string path, object body)
+    {
+        try
+        {
+            var content = new StringContent(JsonSerializer.Serialize(body), Encoding.UTF8, "application/json");
+            var response = await _http.PutAsync(path, content);
+            if (response.IsSuccessStatusCode)
+                return await response.Content.ReadAsStringAsync();
+            if (response.StatusCode == HttpStatusCode.NotFound)
+            {
+                var responseBody = await response.Content.ReadAsStringAsync();
+                return responseBody.Length > 0 ? responseBody : "Not found";
+            }
+            return $"API error: {(int)response.StatusCode} - {response.ReasonPhrase}";
+        }
+        catch (HttpRequestException ex)
+        {
+            return $"MoneyMap API is not reachable at {_http.BaseAddress}. Ensure the web app is running. Error: {ex.Message}";
+        }
+    }
+
+    private static string BuildQueryString(params (string key, string? value)[] parameters)
+    {
+        var pairs = parameters
+            .Where(p => !string.IsNullOrWhiteSpace(p.value))
+            .Select(p => $"{Uri.EscapeDataString(p.key)}={Uri.EscapeDataString(p.value!)}");
+
+        var qs = string.Join("&", pairs);
+        return qs.Length > 0 ? $"?{qs}" : "";
+    }
+}
@@ -1,17 +1,17 @@
 using Microsoft.Extensions.DependencyInjection;
 using Microsoft.Extensions.Hosting;
 using Microsoft.Extensions.Logging;
-using MoneyMap.Core;
 using MoneyMap.Mcp;
-using MoneyMap.Services;

 var builder = Host.CreateApplicationBuilder(args);

 builder.Logging.ClearProviders();
 builder.Logging.AddConsole(options => options.LogToStandardErrorThreshold = LogLevel.Trace);

-builder.Services.AddMoneyMapCore(builder.Configuration);
-builder.Services.AddSingleton<IReceiptStorageOptions, ConfigReceiptStorageOptions>();
+builder.Services.AddHttpClient<MoneyMapApiClient>(client =>
+{
+    client.BaseAddress = new Uri(builder.Configuration["MoneyMapApi:BaseUrl"]!);
+});

 builder.Services
    .AddMcpServer()
@@ -1,67 +1,23 @@
 using System.ComponentModel;
-using System.Text.Json;
-using Microsoft.EntityFrameworkCore;
 using ModelContextProtocol.Server;
-using MoneyMap.Data;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class AccountTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "list_accounts"), Description("List all accounts with transaction counts.")]
    public static async Task<string> ListAccounts(
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var accounts = await db.Accounts
-            .Include(a => a.Cards)
-            .Include(a => a.Transactions)
-            .OrderBy(a => a.Institution).ThenBy(a => a.Last4)
-            .Select(a => new
-            {
-                a.Id,
-                a.Institution,
-                a.Last4,
-                a.Owner,
-                Label = a.DisplayLabel,
-                TransactionCount = a.Transactions.Count,
-                CardCount = a.Cards.Count
-            })
-            .ToListAsync();
-
-        return JsonSerializer.Serialize(accounts, JsonOptions);
+        return await api.ListAccountsAsync();
    }

    [McpServerTool(Name = "list_cards"), Description("List all cards with account info and transaction counts.")]
    public static async Task<string> ListCards(
        [Description("Filter cards by account ID")] int? accountId = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var q = db.Cards
-            .Include(c => c.Account)
-            .Include(c => c.Transactions)
-            .AsQueryable();
-
-        if (accountId.HasValue)
-            q = q.Where(c => c.AccountId == accountId.Value);
-
-        var cards = await q
-            .OrderBy(c => c.Owner).ThenBy(c => c.Last4)
-            .Select(c => new
-            {
-                c.Id,
-                c.Issuer,
-                c.Last4,
-                c.Owner,
-                Label = c.DisplayLabel,
-                Account = c.Account != null ? c.Account.Institution + " " + c.Account.Last4 : null,
-                AccountId = c.AccountId,
-                TransactionCount = c.Transactions.Count
-            })
-            .ToListAsync();
-
-        return JsonSerializer.Serialize(cards, JsonOptions);
+        return await api.ListCardsAsync(accountId);
    }
 }
@@ -1,42 +1,17 @@
 using System.ComponentModel;
-using System.Text.Json;
 using ModelContextProtocol.Server;
-using MoneyMap.Models;
-using MoneyMap.Services;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class BudgetTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "get_budget_status"), Description("Get all active budgets with current period spending vs. limit.")]
    public static async Task<string> GetBudgetStatus(
        [Description("Date to calculate status for (defaults to today)")] string? asOfDate = null,
-        IBudgetService budgetService = default!)
+        MoneyMapApiClient api = default!)
    {
-        DateTime? date = null;
-        if (!string.IsNullOrWhiteSpace(asOfDate) && DateTime.TryParse(asOfDate, out var parsed))
-            date = parsed;
-
-        var statuses = await budgetService.GetAllBudgetStatusesAsync(date);
-
-        var result = statuses.Select(s => new
-        {
-            s.Budget.Id,
-            Category = s.Budget.DisplayName,
-            s.Budget.Amount,
-            Period = s.Budget.Period.ToString(),
-            s.PeriodStart,
-            s.PeriodEnd,
-            s.Spent,
-            s.Remaining,
-            PercentUsed = Math.Round(s.PercentUsed, 1),
-            s.IsOverBudget
-        }).ToList();
-
-        return JsonSerializer.Serialize(result, JsonOptions);
+        return await api.GetBudgetStatusAsync(asOfDate);
    }

    [McpServerTool(Name = "create_budget"), Description("Create a new budget for a category or total spending.")]
@@ -45,23 +20,9 @@ public static class BudgetTools
        [Description("Period: Weekly, Monthly, or Yearly")] string period,
        [Description("Start date for period calculation, e.g. 2026-01-01")] string startDate,
        [Description("Category name (omit for total spending budget)")] string? category = null,
-        IBudgetService budgetService = default!)
+        MoneyMapApiClient api = default!)
    {
-        if (!Enum.TryParse<BudgetPeriod>(period, true, out var budgetPeriod))
-            return $"Invalid period '{period}'. Must be Weekly, Monthly, or Yearly.";
-
-        var budget = new Budget
-        {
-            Category = category,
-            Amount = amount,
-            Period = budgetPeriod,
-            StartDate = DateTime.Parse(startDate),
-            IsActive = true
-        };
-
-        var result = await budgetService.CreateBudgetAsync(budget);
-
-        return JsonSerializer.Serialize(new { result.Success, result.Message, BudgetId = budget.Id }, JsonOptions);
+        return await api.CreateBudgetAsync(category, amount, period, startDate);
    }

    [McpServerTool(Name = "update_budget"), Description("Update an existing budget's amount, period, or active status.")]
@@ -70,27 +31,8 @@ public static class BudgetTools
        [Description("New budget amount")] decimal? amount = null,
        [Description("New period: Weekly, Monthly, or Yearly")] string? period = null,
        [Description("Set active/inactive")] bool? isActive = null,
-        IBudgetService budgetService = default!)
+        MoneyMapApiClient api = default!)
    {
-        var budget = await budgetService.GetBudgetByIdAsync(budgetId);
-        if (budget == null)
-            return "Budget not found";
-
-        if (amount.HasValue)
-            budget.Amount = amount.Value;
-
-        if (!string.IsNullOrWhiteSpace(period))
-        {
-            if (!Enum.TryParse<BudgetPeriod>(period, true, out var budgetPeriod))
-                return $"Invalid period '{period}'. Must be Weekly, Monthly, or Yearly.";
-            budget.Period = budgetPeriod;
-        }
-
-        if (isActive.HasValue)
-            budget.IsActive = isActive.Value;
-
-        var result = await budgetService.UpdateBudgetAsync(budget);
-
-        return JsonSerializer.Serialize(new { result.Success, result.Message }, JsonOptions);
+        return await api.UpdateBudgetAsync(budgetId, amount, period, isActive);
    }
 }
@@ -1,54 +1,24 @@
 using System.ComponentModel;
-using System.Text.Json;
-using Microsoft.EntityFrameworkCore;
 using ModelContextProtocol.Server;
-using MoneyMap.Data;
-using MoneyMap.Services;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class CategoryTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "list_categories"), Description("List all categories with transaction counts.")]
    public static async Task<string> ListCategories(
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var categories = await db.Transactions
-            .Where(t => t.Category != null && t.Category != "")
-            .GroupBy(t => t.Category!)
-            .Select(g => new { Category = g.Key, Count = g.Count(), TotalSpent = g.Where(t => t.Amount < 0).Sum(t => Math.Abs(t.Amount)) })
-            .OrderByDescending(x => x.Count)
-            .ToListAsync();
-
-        var uncategorized = await db.Transactions
-            .CountAsync(t => t.Category == null || t.Category == "");
-
-        return JsonSerializer.Serialize(new { Categories = categories, UncategorizedCount = uncategorized }, JsonOptions);
+        return await api.ListCategoriesAsync();
    }

    [McpServerTool(Name = "get_category_mappings"), Description("Get auto-categorization pattern rules (CategoryMappings).")]
    public static async Task<string> GetCategoryMappings(
        [Description("Filter mappings to a specific category")] string? category = null,
-        ITransactionCategorizer categorizer = default!)
+        MoneyMapApiClient api = default!)
    {
-        var mappings = await categorizer.GetAllMappingsAsync();
-
-        if (!string.IsNullOrWhiteSpace(category))
-            mappings = mappings.Where(m => m.Category.Equals(category, StringComparison.OrdinalIgnoreCase)).ToList();
-
-        var result = mappings.Select(m => new
-        {
-            m.Id,
-            m.Pattern,
-            m.Category,
-            m.MerchantId,
-            m.Priority
-        }).OrderBy(m => m.Category).ThenByDescending(m => m.Priority).ToList();
-
-        return JsonSerializer.Serialize(result, JsonOptions);
+        return await api.GetCategoryMappingsAsync(category);
    }

    [McpServerTool(Name = "add_category_mapping"), Description("Add a new auto-categorization rule that maps transaction name patterns to categories.")]
@@ -57,24 +27,8 @@ public static class CategoryTools
        [Description("Category to assign when pattern matches")] string category,
        [Description("Merchant name to assign (creates if new)")] string? merchantName = null,
        [Description("Priority (higher = checked first, default 0)")] int priority = 0,
-        MoneyMapContext db = default!,
-        IMerchantService merchantService = default!)
+        MoneyMapApiClient api = default!)
    {
-        int? merchantId = null;
-        if (!string.IsNullOrWhiteSpace(merchantName))
-            merchantId = await merchantService.GetOrCreateIdAsync(merchantName);
-
-        var mapping = new MoneyMap.Models.CategoryMapping
-        {
-            Pattern = pattern,
-            Category = category,
-            MerchantId = merchantId,
-            Priority = priority
-        };
-
-        db.CategoryMappings.Add(mapping);
-        await db.SaveChangesAsync();
-
-        return JsonSerializer.Serialize(new { Created = true, mapping.Id, mapping.Pattern, mapping.Category, Merchant = merchantName, mapping.Priority }, JsonOptions);
+        return await api.AddCategoryMappingAsync(pattern, category, merchantName, priority);
    }
 }
@@ -1,68 +1,26 @@
 using System.ComponentModel;
-using System.Text.Json;
-using Microsoft.EntityFrameworkCore;
 using ModelContextProtocol.Server;
-using MoneyMap.Data;
-using MoneyMap.Services;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class DashboardTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "get_dashboard"), Description("Get dashboard overview: top spending categories, recent transactions, and aggregate stats.")]
    public static async Task<string> GetDashboard(
        [Description("Number of top categories to show (default 8)")] int? topCategoriesCount = null,
        [Description("Number of recent transactions to show (default 20)")] int? recentTransactionsCount = null,
-        IDashboardService dashboardService = default!)
+        MoneyMapApiClient api = default!)
    {
-        var data = await dashboardService.GetDashboardDataAsync(
-            topCategoriesCount ?? 8,
-            recentTransactionsCount ?? 20);
-
-        return JsonSerializer.Serialize(data, JsonOptions);
+        return await api.GetDashboardAsync(topCategoriesCount, recentTransactionsCount);
    }

    [McpServerTool(Name = "get_monthly_trend"), Description("Get month-over-month spending totals for trend analysis.")]
    public static async Task<string> GetMonthlyTrend(
        [Description("Number of months to include (default 6)")] int? months = null,
        [Description("Filter to a specific category")] string? category = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var monthCount = months ?? 6;
-        var endDate = DateTime.Today;
-        var startDate = new DateTime(endDate.Year, endDate.Month, 1).AddMonths(-(monthCount - 1));
-
-        var q = db.Transactions
-            .Where(t => t.Date >= startDate && t.Date <= endDate)
-            .Where(t => t.Amount < 0)
-            .Where(t => t.TransferToAccountId == null)
-            .ExcludeTransfers();
-
-        if (!string.IsNullOrWhiteSpace(category))
-            q = q.Where(t => t.Category == category);
-
-        var monthly = await q
-            .GroupBy(t => new { t.Date.Year, t.Date.Month })
-            .Select(g => new
-            {
-                Year = g.Key.Year,
-                Month = g.Key.Month,
-                Total = g.Sum(t => Math.Abs(t.Amount)),
-                Count = g.Count()
-            })
-            .OrderBy(x => x.Year).ThenBy(x => x.Month)
-            .ToListAsync();
-
-        var result = monthly.Select(m => new
-        {
-            Period = $"{m.Year}-{m.Month:D2}",
-            m.Total,
-            m.Count
-        }).ToList();
-
-        return JsonSerializer.Serialize(new { Category = category ?? "All Spending", Months = result }, JsonOptions);
+        return await api.GetMonthlyTrendAsync(months, category);
    }
 }
@@ -1,95 +1,25 @@
 using System.ComponentModel;
-using System.Text.Json;
-using Microsoft.EntityFrameworkCore;
 using ModelContextProtocol.Server;
-using MoneyMap.Data;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class MerchantTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "list_merchants"), Description("List all merchants with transaction counts and category mapping info.")]
    public static async Task<string> ListMerchants(
        [Description("Filter merchants by name (contains)")] string? query = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var q = db.Merchants
-            .Include(m => m.Transactions)
-            .Include(m => m.CategoryMappings)
-            .AsQueryable();
-
-        if (!string.IsNullOrWhiteSpace(query))
-            q = q.Where(m => m.Name.Contains(query));
-
-        var merchants = await q
-            .OrderBy(m => m.Name)
-            .Select(m => new
-            {
-                m.Id,
-                m.Name,
-                TransactionCount = m.Transactions.Count,
-                MappingCount = m.CategoryMappings.Count,
-                Categories = m.CategoryMappings.Select(cm => cm.Category).Distinct().ToList()
-            })
-            .ToListAsync();
-
-        return JsonSerializer.Serialize(new { Count = merchants.Count, Merchants = merchants }, JsonOptions);
+        return await api.ListMerchantsAsync(query);
    }

    [McpServerTool(Name = "merge_merchants"), Description("Merge duplicate merchants. Reassigns all transactions and category mappings from source to target, then deletes source.")]
    public static async Task<string> MergeMerchants(
        [Description("Merchant ID to merge FROM (will be deleted)")] int sourceMerchantId,
        [Description("Merchant ID to merge INTO (will be kept)")] int targetMerchantId,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        if (sourceMerchantId == targetMerchantId)
-            return "Source and target merchant cannot be the same";
-
-        var source = await db.Merchants.FindAsync(sourceMerchantId);
-        var target = await db.Merchants.FindAsync(targetMerchantId);
-
-        if (source == null)
-            return $"Source merchant {sourceMerchantId} not found";
-        if (target == null)
-            return $"Target merchant {targetMerchantId} not found";
-
-        var transactions = await db.Transactions
-            .Where(t => t.MerchantId == sourceMerchantId)
-            .ToListAsync();
-
-        foreach (var t in transactions)
-            t.MerchantId = targetMerchantId;
-
-        var sourceMappings = await db.CategoryMappings
-            .Where(cm => cm.MerchantId == sourceMerchantId)
-            .ToListAsync();
-
-        var targetMappingPatterns = await db.CategoryMappings
-            .Where(cm => cm.MerchantId == targetMerchantId)
-            .Select(cm => cm.Pattern)
-            .ToListAsync();
-
-        foreach (var mapping in sourceMappings)
-        {
-            if (targetMappingPatterns.Contains(mapping.Pattern))
-                db.CategoryMappings.Remove(mapping);
-            else
-                mapping.MerchantId = targetMerchantId;
-        }
-
-        db.Merchants.Remove(source);
-        await db.SaveChangesAsync();
-
-        return JsonSerializer.Serialize(new
-        {
-            Merged = true,
-            Source = new { source.Id, source.Name },
-            Target = new { target.Id, target.Name },
-            TransactionsReassigned = transactions.Count,
-            MappingsReassigned = sourceMappings.Count
-        }, JsonOptions);
+        return await api.MergeMerchantsAsync(sourceMerchantId, targetMerchantId);
    }
 }
@@ -1,100 +1,25 @@
 using System.ComponentModel;
-using System.Text.Json;
-using ImageMagick;
-using Microsoft.EntityFrameworkCore;
 using ModelContextProtocol.Server;
-using MoneyMap.Data;
-using MoneyMap.Models;
-using MoneyMap.Services;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class ReceiptTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "get_receipt_image"), Description("Get a receipt image for visual inspection. Returns the image as base64-encoded data. Useful for verifying transaction categories.")]
    public static async Task<string> GetReceiptImage(
        [Description("Receipt ID")] long receiptId,
-        MoneyMapContext db = default!,
-        IReceiptStorageOptions storageOptions = default!)
+        MoneyMapApiClient api = default!)
    {
-        var receipt = await db.Receipts.FindAsync(receiptId);
-        if (receipt == null)
-            return "Receipt not found";
-
-        var basePath = Path.GetFullPath(storageOptions.ReceiptsBasePath);
-        var fullPath = Path.GetFullPath(Path.Combine(basePath, receipt.StoragePath));
-
-        if (!fullPath.StartsWith(basePath, StringComparison.OrdinalIgnoreCase))
-            return "Invalid receipt path";
-
-        if (!File.Exists(fullPath))
-            return "Receipt file not found on disk";
-
-        byte[] imageBytes;
-        string mimeType;
-
-        if (receipt.ContentType == "application/pdf")
-        {
-            var settings = new MagickReadSettings { Density = new Density(220) };
-            using var image = new MagickImage(fullPath + "[0]", settings);
-            image.Format = MagickFormat.Png;
-            image.BackgroundColor = MagickColors.White;
-            image.Alpha(AlphaOption.Remove);
-            imageBytes = image.ToByteArray();
-            mimeType = "image/png";
-        }
-        else
-        {
-            imageBytes = await File.ReadAllBytesAsync(fullPath);
-            mimeType = receipt.ContentType;
-        }
-
-        var base64 = Convert.ToBase64String(imageBytes);
-        return JsonSerializer.Serialize(new { MimeType = mimeType, Data = base64, SizeBytes = imageBytes.Length }, JsonOptions);
+        return await api.GetReceiptImageAsync(receiptId);
    }

    [McpServerTool(Name = "get_receipt_text"), Description("Get already-parsed receipt data as structured text. Avoids re-analyzing the image when parse data exists.")]
    public static async Task<string> GetReceiptText(
        [Description("Receipt ID")] long receiptId,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var receipt = await db.Receipts
-            .Include(r => r.LineItems)
-            .Include(r => r.Transaction)
-            .FirstOrDefaultAsync(r => r.Id == receiptId);
-
-        if (receipt == null)
-            return "Receipt not found";
-
-        if (receipt.ParseStatus != ReceiptParseStatus.Completed)
-            return JsonSerializer.Serialize(new { Message = "Receipt has not been parsed yet", ParseStatus = receipt.ParseStatus.ToString() }, JsonOptions);
-
-        var result = new
-        {
-            receipt.Id,
-            receipt.Merchant,
-            receipt.ReceiptDate,
-            receipt.DueDate,
-            receipt.Subtotal,
-            receipt.Tax,
-            receipt.Total,
-            receipt.Currency,
-            LinkedTransaction = receipt.Transaction != null ? new { receipt.Transaction.Id, receipt.Transaction.Name, receipt.Transaction.Category, receipt.Transaction.Amount } : null,
-            LineItems = receipt.LineItems.OrderBy(li => li.LineNumber).Select(li => new
-            {
-                li.LineNumber,
-                li.Description,
-                li.Quantity,
-                li.UnitPrice,
-                li.LineTotal,
-                li.Category
-            }).ToList()
-        };
-
-        return JsonSerializer.Serialize(result, JsonOptions);
+        return await api.GetReceiptTextAsync(receiptId);
    }

    [McpServerTool(Name = "list_receipts"), Description("List receipts with their parse status and basic info.")]
@@ -102,98 +27,16 @@ public static class ReceiptTools
        [Description("Filter by transaction ID")] long? transactionId = null,
        [Description("Filter by parse status: NotRequested, Queued, Parsing, Completed, Failed")] string? parseStatus = null,
        [Description("Max results (default 50)")] int? limit = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var q = db.Receipts
-            .Include(r => r.Transaction)
-            .AsQueryable();
-
-        if (transactionId.HasValue)
-            q = q.Where(r => r.TransactionId == transactionId.Value);
-
-        if (!string.IsNullOrWhiteSpace(parseStatus) && Enum.TryParse<ReceiptParseStatus>(parseStatus, true, out var status))
-            q = q.Where(r => r.ParseStatus == status);
-
-        var results = await q
-            .OrderByDescending(r => r.UploadedAtUtc)
-            .Take(limit ?? 50)
-            .Select(r => new
-            {
-                r.Id,
-                r.FileName,
-                ParseStatus = r.ParseStatus.ToString(),
-                r.Merchant,
-                r.Total,
-                r.ReceiptDate,
-                r.UploadedAtUtc,
-                TransactionId = r.TransactionId,
-                TransactionName = r.Transaction != null ? r.Transaction.Name : null
-            })
-            .ToListAsync();
-
-        return JsonSerializer.Serialize(new { Count = results.Count, Receipts = results }, JsonOptions);
+        return await api.ListReceiptsAsync(transactionId, parseStatus, limit);
    }

    [McpServerTool(Name = "get_receipt_details"), Description("Get full receipt details including parsed data and all line items.")]
    public static async Task<string> GetReceiptDetails(
        [Description("Receipt ID")] long receiptId,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var receipt = await db.Receipts
-            .Include(r => r.LineItems)
-            .Include(r => r.Transaction)
-            .Include(r => r.ParseLogs)
-            .FirstOrDefaultAsync(r => r.Id == receiptId);
-
-        if (receipt == null)
-            return "Receipt not found";
-
-        var result = new
-        {
-            receipt.Id,
-            receipt.FileName,
-            receipt.ContentType,
-            receipt.FileSizeBytes,
-            receipt.UploadedAtUtc,
-            ParseStatus = receipt.ParseStatus.ToString(),
-            ParsedData = new
-            {
-                receipt.Merchant,
-                receipt.ReceiptDate,
-                receipt.DueDate,
-                receipt.Subtotal,
-                receipt.Tax,
-                receipt.Total,
-                receipt.Currency
-            },
-            LinkedTransaction = receipt.Transaction != null ? new
-            {
-                receipt.Transaction.Id,
-                receipt.Transaction.Name,
-                receipt.Transaction.Date,
-                receipt.Transaction.Amount,
-                receipt.Transaction.Category
-            } : null,
-            LineItems = receipt.LineItems.OrderBy(li => li.LineNumber).Select(li => new
-            {
-                li.LineNumber,
-                li.Description,
-                li.Quantity,
-                li.UnitPrice,
-                li.LineTotal,
-                li.Category
-            }).ToList(),
-            ParseHistory = receipt.ParseLogs.OrderByDescending(pl => pl.StartedAtUtc).Select(pl => new
-            {
-                pl.Provider,
-                pl.Model,
-                pl.Success,
-                pl.Confidence,
-                pl.Error,
-                pl.StartedAtUtc
-            }).ToList()
-        };
-
-        return JsonSerializer.Serialize(result, JsonOptions);
+        return await api.GetReceiptDetailsAsync(receiptId);
    }
 }
@@ -1,17 +1,11 @@
 using System.ComponentModel;
-using System.Text.Json;
-using Microsoft.EntityFrameworkCore;
 using ModelContextProtocol.Server;
-using MoneyMap.Data;
-using MoneyMap.Services;

 namespace MoneyMap.Mcp.Tools;

 [McpServerToolType]
 public static class TransactionTools
 {
-    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
-
    [McpServerTool(Name = "search_transactions"), Description("Search and filter transactions. Returns matching transactions with details.")]
    public static async Task<string> SearchTransactions(
        [Description("Full-text search across name, memo, and category")] string? query = null,
@@ -26,108 +20,17 @@ public static class TransactionTools
        [Description("Filter by type: 'debit' or 'credit'")] string? type = null,
        [Description("Only show uncategorized transactions")] bool? uncategorizedOnly = null,
        [Description("Max results to return (default 50)")] int? limit = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var q = db.Transactions
-            .Include(t => t.Merchant)
-            .Include(t => t.Card)
-            .Include(t => t.Account)
-            .Include(t => t.Receipts)
-            .AsQueryable();
-
-        if (!string.IsNullOrWhiteSpace(query))
-            q = q.Where(t => t.Name.Contains(query) || (t.Memo != null && t.Memo.Contains(query)) || (t.Category != null && t.Category.Contains(query)));
-
-        if (!string.IsNullOrWhiteSpace(startDate) && DateTime.TryParse(startDate, out var start))
-            q = q.Where(t => t.Date >= start);
-
-        if (!string.IsNullOrWhiteSpace(endDate) && DateTime.TryParse(endDate, out var end))
-            q = q.Where(t => t.Date <= end);
-
-        if (!string.IsNullOrWhiteSpace(category))
-            q = q.Where(t => t.Category == category);
-
-        if (!string.IsNullOrWhiteSpace(merchantName))
-            q = q.Where(t => t.Merchant != null && t.Merchant.Name.Contains(merchantName));
-
-        if (minAmount.HasValue)
-            q = q.Where(t => Math.Abs(t.Amount) >= minAmount.Value);
-
-        if (maxAmount.HasValue)
-            q = q.Where(t => Math.Abs(t.Amount) <= maxAmount.Value);
-
-        if (accountId.HasValue)
-            q = q.Where(t => t.AccountId == accountId.Value);
-
-        if (cardId.HasValue)
-            q = q.Where(t => t.CardId == cardId.Value);
-
-        if (type?.ToLower() == "debit")
-            q = q.Where(t => t.Amount < 0);
-        else if (type?.ToLower() == "credit")
-            q = q.Where(t => t.Amount > 0);
-
-        if (uncategorizedOnly == true)
-            q = q.Where(t => t.Category == null || t.Category == "");
-
-        var results = await q
-            .OrderByDescending(t => t.Date).ThenByDescending(t => t.Id)
-            .Take(limit ?? 50)
-            .Select(t => new
-            {
-                t.Id,
-                t.Date,
-                t.Name,
-                t.Memo,
-                t.Amount,
-                t.Category,
-                Merchant = t.Merchant != null ? t.Merchant.Name : null,
-                Account = t.Account!.Institution + " " + t.Account.Last4,
-                Card = t.Card != null ? t.Card.Issuer + " " + t.Card.Last4 : null,
-                ReceiptCount = t.Receipts.Count,
-                t.TransferToAccountId
-            })
-            .ToListAsync();
-
-        return JsonSerializer.Serialize(new { Count = results.Count, Transactions = results }, JsonOptions);
+        return await api.SearchTransactionsAsync(query, startDate, endDate, category, merchantName, minAmount, maxAmount, accountId, cardId, type, uncategorizedOnly, limit);
    }

    [McpServerTool(Name = "get_transaction"), Description("Get a single transaction with all details including receipts.")]
    public static async Task<string> GetTransaction(
        [Description("Transaction ID")] long transactionId,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var t = await db.Transactions
-            .Include(t => t.Merchant)
-            .Include(t => t.Card)
-            .Include(t => t.Account)
-            .Include(t => t.Receipts)
-            .Where(t => t.Id == transactionId)
-            .Select(t => new
-            {
-                t.Id,
-                t.Date,
-                t.Name,
-                t.Memo,
-                t.Amount,
-                t.TransactionType,
-                t.Category,
-                Merchant = t.Merchant != null ? t.Merchant.Name : null,
-                MerchantId = t.MerchantId,
-                Account = t.Account!.Institution + " " + t.Account.Last4,
-                AccountId = t.AccountId,
-                Card = t.Card != null ? t.Card.Issuer + " " + t.Card.Last4 : null,
-                CardId = t.CardId,
-                t.Notes,
-                t.TransferToAccountId,
-                Receipts = t.Receipts.Select(r => new { r.Id, r.FileName, r.ParseStatus, r.Merchant, r.Total }).ToList()
-            })
-            .FirstOrDefaultAsync();
-
-        if (t == null)
-            return "Transaction not found";
-
-        return JsonSerializer.Serialize(t, JsonOptions);
+        return await api.GetTransactionAsync(transactionId);
    }

    [McpServerTool(Name = "get_spending_summary"), Description("Get spending totals grouped by category for a date range. Excludes transfers.")]
@@ -135,29 +38,9 @@ public static class TransactionTools
        [Description("Start date (inclusive), e.g. 2026-01-01")] string startDate,
        [Description("End date (inclusive), e.g. 2026-01-31")] string endDate,
        [Description("Filter to specific account ID")] int? accountId = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var start = DateTime.Parse(startDate);
-        var end = DateTime.Parse(endDate);
-
-        var q = db.Transactions
-            .Where(t => t.Date >= start && t.Date <= end)
-            .Where(t => t.Amount < 0)
-            .Where(t => t.TransferToAccountId == null)
-            .ExcludeTransfers();
-
-        if (accountId.HasValue)
-            q = q.Where(t => t.AccountId == accountId.Value);
-
-        var summary = await q
-            .GroupBy(t => t.Category ?? "Uncategorized")
-            .Select(g => new { Category = g.Key, Total = g.Sum(t => Math.Abs(t.Amount)), Count = g.Count() })
-            .OrderByDescending(x => x.Total)
-            .ToListAsync();
-
-        var grandTotal = summary.Sum(x => x.Total);
-
-        return JsonSerializer.Serialize(new { Period = $"{startDate} to {endDate}", GrandTotal = grandTotal, Categories = summary }, JsonOptions);
+        return await api.GetSpendingSummaryAsync(startDate, endDate, accountId);
    }

    [McpServerTool(Name = "get_income_summary"), Description("Get income (credits) grouped by source/name for a date range.")]
@@ -165,29 +48,9 @@ public static class TransactionTools
        [Description("Start date (inclusive), e.g. 2026-01-01")] string startDate,
        [Description("End date (inclusive), e.g. 2026-01-31")] string endDate,
        [Description("Filter to specific account ID")] int? accountId = null,
-        MoneyMapContext db = default!)
+        MoneyMapApiClient api = default!)
    {
-        var start = DateTime.Parse(startDate);
-        var end = DateTime.Parse(endDate);
-
-        var q = db.Transactions
-            .Where(t => t.Date >= start && t.Date <= end)
-            .Where(t => t.Amount > 0)
-            .Where(t => t.TransferToAccountId == null)
-            .ExcludeTransfers();
-
-        if (accountId.HasValue)
-            q = q.Where(t => t.AccountId == accountId.Value);
-
-        var summary = await q
-            .GroupBy(t => t.Name)
-            .Select(g => new { Source = g.Key, Total = g.Sum(t => t.Amount), Count = g.Count() })
-            .OrderByDescending(x => x.Total)
-            .ToListAsync();
-
-        var grandTotal = summary.Sum(x => x.Total);
-
-        return JsonSerializer.Serialize(new { Period = $"{startDate} to {endDate}", GrandTotal = grandTotal, Sources = summary }, JsonOptions);
+        return await api.GetIncomeSummaryAsync(startDate, endDate, accountId);
    }

    [McpServerTool(Name = "update_transaction_category"), Description("Update the category (and optionally merchant) on one or more transactions.")]
@@ -195,30 +58,9 @@ public static class TransactionTools
        [Description("Array of transaction IDs to update")] long[] transactionIds,
        [Description("New category to assign")] string category,
        [Description("Merchant name to assign (creates if new)")] string? merchantName = null,
-        MoneyMapContext db = default!,
-        IMerchantService merchantService = default!)
+        MoneyMapApiClient api = default!)
    {
-        var transactions = await db.Transactions
-            .Where(t => transactionIds.Contains(t.Id))
-            .ToListAsync();
-
-        if (!transactions.Any())
-            return "No transactions found with the provided IDs";
-
-        int? merchantId = null;
-        if (!string.IsNullOrWhiteSpace(merchantName))
-            merchantId = await merchantService.GetOrCreateIdAsync(merchantName);
-
-        foreach (var t in transactions)
-        {
-            t.Category = category;
-            if (merchantId.HasValue)
-                t.MerchantId = merchantId;
-        }
-
-        await db.SaveChangesAsync();
-
-        return JsonSerializer.Serialize(new { Updated = transactions.Count, Category = category, Merchant = merchantName }, JsonOptions);
+        return await api.UpdateTransactionCategoryAsync(transactionIds, category, merchantName);
    }

    [McpServerTool(Name = "bulk_recategorize"), Description("Recategorize all transactions matching a name pattern. Use dryRun=true (default) to preview changes first.")]
@@ -228,39 +70,8 @@ public static class TransactionTools
        [Description("Only recategorize transactions currently in this category")] string? fromCategory = null,
        [Description("Merchant name to assign (creates if new)")] string? merchantName = null,
        [Description("If true (default), only shows what would change without applying")] bool dryRun = true,
-        MoneyMapContext db = default!,
-        IMerchantService merchantService = default!)
+        MoneyMapApiClient api = default!)
    {
-        var q = db.Transactions
-            .Where(t => t.Name.Contains(namePattern));
-
-        if (!string.IsNullOrWhiteSpace(fromCategory))
-            q = q.Where(t => t.Category == fromCategory);
-
-        var transactions = await q.ToListAsync();
-
-        if (!transactions.Any())
-            return JsonSerializer.Serialize(new { Message = "No transactions match the pattern", Pattern = namePattern, FromCategory = fromCategory }, JsonOptions);
-
-        if (dryRun)
-        {
-            var preview = transactions.Take(20).Select(t => new { t.Id, t.Date, t.Name, t.Amount, CurrentCategory = t.Category }).ToList();
-            return JsonSerializer.Serialize(new { DryRun = true, TotalMatches = transactions.Count, Preview = preview, ToCategory = toCategory }, JsonOptions);
-        }
-
-        int? merchantId = null;
-        if (!string.IsNullOrWhiteSpace(merchantName))
-            merchantId = await merchantService.GetOrCreateIdAsync(merchantName);
-
-        foreach (var t in transactions)
-        {
-            t.Category = toCategory;
-            if (merchantId.HasValue)
-                t.MerchantId = merchantId;
-        }
-
-        await db.SaveChangesAsync();
-
-        return JsonSerializer.Serialize(new { Applied = true, Updated = transactions.Count, ToCategory = toCategory, Merchant = merchantName }, JsonOptions);
+        return await api.BulkRecategorizeAsync(namePattern, toCategory, fromCategory, merchantName, dryRun);
    }
 }
@@ -1,8 +1,5 @@
 {
-  "ConnectionStrings": {
-    "MoneyMapDb": "Server=barge.lan;Database=MoneyMap;User Id=moneymap;Password=Cn87oXQPj7EEkx;TrustServerCertificate=True;"
-  },
-  "Receipts": {
-    "StoragePath": "\\\\TRUENAS\\receipts"
+  "MoneyMapApi": {
+    "BaseUrl": "http://barge.lan:5010/"
  }
 }
@@ -0,0 +1,65 @@
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using MoneyMap.Data;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class AccountsController : ControllerBase
+{
+    private readonly MoneyMapContext _db;
+
+    public AccountsController(MoneyMapContext db) => _db = db;
+
+    [HttpGet]
+    public async Task<IActionResult> List()
+    {
+        var accounts = await _db.Accounts
+            .Include(a => a.Cards)
+            .Include(a => a.Transactions)
+            .OrderBy(a => a.Institution).ThenBy(a => a.Last4)
+            .Select(a => new
+            {
+                a.Id,
+                a.Institution,
+                a.Last4,
+                a.Owner,
+                Label = a.DisplayLabel,
+                TransactionCount = a.Transactions.Count,
+                CardCount = a.Cards.Count
+            })
+            .ToListAsync();
+
+        return Ok(accounts);
+    }
+
+    [HttpGet("cards")]
+    public async Task<IActionResult> ListCards([FromQuery] int? accountId = null)
+    {
+        var q = _db.Cards
+            .Include(c => c.Account)
+            .Include(c => c.Transactions)
+            .AsQueryable();
+
+        if (accountId.HasValue)
+            q = q.Where(c => c.AccountId == accountId.Value);
+
+        var cards = await q
+            .OrderBy(c => c.Owner).ThenBy(c => c.Last4)
+            .Select(c => new
+            {
+                c.Id,
+                c.Issuer,
+                c.Last4,
+                c.Owner,
+                Label = c.DisplayLabel,
+                Account = c.Account != null ? c.Account.Institution + " " + c.Account.Last4 : null,
+                AccountId = c.AccountId,
+                TransactionCount = c.Transactions.Count
+            })
+            .ToListAsync();
+
+        return Ok(cards);
+    }
+}
@@ -0,0 +1,26 @@
+using Microsoft.AspNetCore.Mvc;
+using MoneyMap.Services;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class AuditController : ControllerBase
+{
+    private readonly IFinancialAuditService _auditService;
+
+    public AuditController(IFinancialAuditService auditService) => _auditService = auditService;
+
+    [HttpGet]
+    public async Task<IActionResult> Get(
+        [FromQuery] DateTime? startDate,
+        [FromQuery] DateTime? endDate,
+        [FromQuery] bool includeTransactions = false)
+    {
+        var end = endDate ?? DateTime.Today;
+        var start = startDate ?? end.AddDays(-90);
+
+        var result = await _auditService.GenerateAuditAsync(start, end, includeTransactions);
+        return Ok(result);
+    }
+}
@@ -0,0 +1,103 @@
+using Microsoft.AspNetCore.Mvc;
+using MoneyMap.Models;
+using MoneyMap.Services;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class BudgetsController : ControllerBase
+{
+    private readonly IBudgetService _budgetService;
+
+    public BudgetsController(IBudgetService budgetService) => _budgetService = budgetService;
+
+    [HttpGet("status")]
+    public async Task<IActionResult> GetStatus([FromQuery] string? asOfDate = null)
+    {
+        DateTime? date = null;
+        if (!string.IsNullOrWhiteSpace(asOfDate) && DateTime.TryParse(asOfDate, out var parsed))
+            date = parsed;
+
+        var statuses = await _budgetService.GetAllBudgetStatusesAsync(date);
+
+        var result = statuses.Select(s => new
+        {
+            s.Budget.Id,
+            Category = s.Budget.DisplayName,
+            s.Budget.Amount,
+            Period = s.Budget.Period.ToString(),
+            s.PeriodStart,
+            s.PeriodEnd,
+            s.Spent,
+            s.Remaining,
+            PercentUsed = Math.Round(s.PercentUsed, 1),
+            s.IsOverBudget
+        }).ToList();
+
+        return Ok(result);
+    }
+
+    [HttpPost]
+    public async Task<IActionResult> Create([FromBody] CreateBudgetRequest request)
+    {
+        if (!Enum.TryParse<BudgetPeriod>(request.Period, true, out var budgetPeriod))
+            return BadRequest(new { message = $"Invalid period '{request.Period}'. Must be Weekly, Monthly, or Yearly." });
+
+        if (!DateTime.TryParse(request.StartDate, out var startDate))
+            return BadRequest(new { message = "Invalid start date format" });
+
+        var budget = new Budget
+        {
+            Category = request.Category,
+            Amount = request.Amount,
+            Period = budgetPeriod,
+            StartDate = startDate,
+            IsActive = true
+        };
+
+        var result = await _budgetService.CreateBudgetAsync(budget);
+
+        return Ok(new { result.Success, result.Message, BudgetId = budget.Id });
+    }
+
+    [HttpPut("{id}")]
+    public async Task<IActionResult> Update(int id, [FromBody] UpdateBudgetRequest request)
+    {
+        var budget = await _budgetService.GetBudgetByIdAsync(id);
+        if (budget == null)
+            return NotFound(new { message = "Budget not found" });
+
+        if (request.Amount.HasValue)
+            budget.Amount = request.Amount.Value;
+
+        if (!string.IsNullOrWhiteSpace(request.Period))
+        {
+            if (!Enum.TryParse<BudgetPeriod>(request.Period, true, out var budgetPeriod))
+                return BadRequest(new { message = $"Invalid period '{request.Period}'. Must be Weekly, Monthly, or Yearly." });
+            budget.Period = budgetPeriod;
+        }
+
+        if (request.IsActive.HasValue)
+            budget.IsActive = request.IsActive.Value;
+
+        var result = await _budgetService.UpdateBudgetAsync(budget);
+
+        return Ok(new { result.Success, result.Message });
+    }
+}
+
+public class CreateBudgetRequest
+{
+    public string? Category { get; set; }
+    public decimal Amount { get; set; }
+    public string Period { get; set; } = "";
+    public string StartDate { get; set; } = "";
+}
+
+public class UpdateBudgetRequest
+{
+    public decimal? Amount { get; set; }
+    public string? Period { get; set; }
+    public bool? IsActive { get; set; }
+}
@@ -0,0 +1,88 @@
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using MoneyMap.Data;
+using MoneyMap.Models;
+using MoneyMap.Services;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class CategoriesController : ControllerBase
+{
+    private readonly MoneyMapContext _db;
+    private readonly ITransactionCategorizer _categorizer;
+    private readonly IMerchantService _merchantService;
+
+    public CategoriesController(MoneyMapContext db, ITransactionCategorizer categorizer, IMerchantService merchantService)
+    {
+        _db = db;
+        _categorizer = categorizer;
+        _merchantService = merchantService;
+    }
+
+    [HttpGet]
+    public async Task<IActionResult> List()
+    {
+        var categories = await _db.Transactions
+            .Where(t => t.Category != null && t.Category != "")
+            .GroupBy(t => t.Category!)
+            .Select(g => new { Category = g.Key, Count = g.Count(), TotalSpent = g.Where(t => t.Amount < 0).Sum(t => Math.Abs(t.Amount)) })
+            .OrderByDescending(x => x.Count)
+            .ToListAsync();
+
+        var uncategorized = await _db.Transactions
+            .CountAsync(t => t.Category == null || t.Category == "");
+
+        return Ok(new { Categories = categories, UncategorizedCount = uncategorized });
+    }
+
+    [HttpGet("mappings")]
+    public async Task<IActionResult> GetMappings([FromQuery] string? category = null)
+    {
+        var mappings = await _categorizer.GetAllMappingsAsync();
+
+        if (!string.IsNullOrWhiteSpace(category))
+            mappings = mappings.Where(m => m.Category.Equals(category, StringComparison.OrdinalIgnoreCase)).ToList();
+
+        var result = mappings.Select(m => new
+        {
+            m.Id,
+            m.Pattern,
+            m.Category,
+            m.MerchantId,
+            m.Priority
+        }).OrderBy(m => m.Category).ThenByDescending(m => m.Priority).ToList();
+
+        return Ok(result);
+    }
+
+    [HttpPost("mappings")]
+    public async Task<IActionResult> AddMapping([FromBody] CreateCategoryMappingRequest request)
+    {
+        int? merchantId = null;
+        if (!string.IsNullOrWhiteSpace(request.MerchantName))
+            merchantId = await _merchantService.GetOrCreateIdAsync(request.MerchantName);
+
+        var mapping = new CategoryMapping
+        {
+            Pattern = request.Pattern,
+            Category = request.Category,
+            MerchantId = merchantId,
+            Priority = request.Priority
+        };
+
+        _db.CategoryMappings.Add(mapping);
+        await _db.SaveChangesAsync();
+
+        return Ok(new { Created = true, mapping.Id, mapping.Pattern, mapping.Category, Merchant = request.MerchantName, mapping.Priority });
+    }
+}
+
+public class CreateCategoryMappingRequest
+{
+    public string Pattern { get; set; } = "";
+    public string Category { get; set; } = "";
+    public string? MerchantName { get; set; }
+    public int Priority { get; set; }
+}
@@ -0,0 +1,72 @@
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using MoneyMap.Data;
+using MoneyMap.Services;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class DashboardController : ControllerBase
+{
+    private readonly IDashboardService _dashboardService;
+    private readonly MoneyMapContext _db;
+
+    public DashboardController(IDashboardService dashboardService, MoneyMapContext db)
+    {
+        _dashboardService = dashboardService;
+        _db = db;
+    }
+
+    [HttpGet]
+    public async Task<IActionResult> Get(
+        [FromQuery] int? topCategoriesCount = null,
+        [FromQuery] int? recentTransactionsCount = null)
+    {
+        var data = await _dashboardService.GetDashboardDataAsync(
+            topCategoriesCount ?? 8,
+            recentTransactionsCount ?? 20);
+
+        return Ok(data);
+    }
+
+    [HttpGet("monthly-trend")]
+    public async Task<IActionResult> MonthlyTrend(
+        [FromQuery] int? months = null,
+        [FromQuery] string? category = null)
+    {
+        var monthCount = months ?? 6;
+        var endDate = DateTime.Today;
+        var startDate = new DateTime(endDate.Year, endDate.Month, 1).AddMonths(-(monthCount - 1));
+
+        var q = _db.Transactions
+            .Where(t => t.Date >= startDate && t.Date <= endDate)
+            .Where(t => t.Amount < 0)
+            .Where(t => t.TransferToAccountId == null)
+            .ExcludeTransfers();
+
+        if (!string.IsNullOrWhiteSpace(category))
+            q = q.Where(t => t.Category == category);
+
+        var monthly = await q
+            .GroupBy(t => new { t.Date.Year, t.Date.Month })
+            .Select(g => new
+            {
+                Year = g.Key.Year,
+                Month = g.Key.Month,
+                Total = g.Sum(t => Math.Abs(t.Amount)),
+                Count = g.Count()
+            })
+            .OrderBy(x => x.Year).ThenBy(x => x.Month)
+            .ToListAsync();
+
+        var result = monthly.Select(m => new
+        {
+            Period = $"{m.Year}-{m.Month:D2}",
+            m.Total,
+            m.Count
+        }).ToList();
+
+        return Ok(new { Category = category ?? "All Spending", Months = result });
+    }
+}
@@ -0,0 +1,23 @@
+using Microsoft.AspNetCore.Mvc;
+using MoneyMap.Data;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class HealthController : ControllerBase
+{
+    private readonly MoneyMapContext _db;
+
+    public HealthController(MoneyMapContext db) => _db = db;
+
+    [HttpGet]
+    public async Task<IActionResult> Get()
+    {
+        var canConnect = await _db.Database.CanConnectAsync();
+        if (!canConnect)
+            return StatusCode(503, new { status = "unhealthy", reason = "database unreachable" });
+
+        return Ok(new { status = "healthy" });
+    }
+}
@@ -0,0 +1,97 @@
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using MoneyMap.Data;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class MerchantsController : ControllerBase
+{
+    private readonly MoneyMapContext _db;
+
+    public MerchantsController(MoneyMapContext db) => _db = db;
+
+    [HttpGet]
+    public async Task<IActionResult> List([FromQuery] string? query = null)
+    {
+        var q = _db.Merchants
+            .Include(m => m.Transactions)
+            .Include(m => m.CategoryMappings)
+            .AsQueryable();
+
+        if (!string.IsNullOrWhiteSpace(query))
+            q = q.Where(m => m.Name.Contains(query));
+
+        var merchants = await q
+            .OrderBy(m => m.Name)
+            .Select(m => new
+            {
+                m.Id,
+                m.Name,
+                TransactionCount = m.Transactions.Count,
+                MappingCount = m.CategoryMappings.Count,
+                Categories = m.CategoryMappings.Select(cm => cm.Category).Distinct().ToList()
+            })
+            .ToListAsync();
+
+        return Ok(new { Count = merchants.Count, Merchants = merchants });
+    }
+
+    [HttpPost("merge")]
+    public async Task<IActionResult> Merge([FromBody] MergeMerchantsRequest request)
+    {
+        if (request.SourceMerchantId == request.TargetMerchantId)
+            return BadRequest(new { message = "Source and target merchant cannot be the same" });
+
+        var source = await _db.Merchants.FindAsync(request.SourceMerchantId);
+        var target = await _db.Merchants.FindAsync(request.TargetMerchantId);
+
+        if (source == null)
+            return NotFound(new { message = $"Source merchant {request.SourceMerchantId} not found" });
+        if (target == null)
+            return NotFound(new { message = $"Target merchant {request.TargetMerchantId} not found" });
+
+        var transactions = await _db.Transactions
+            .Where(t => t.MerchantId == request.SourceMerchantId)
+            .ToListAsync();
+
+        foreach (var t in transactions)
+            t.MerchantId = request.TargetMerchantId;
+
+        var sourceMappings = await _db.CategoryMappings
+            .Where(cm => cm.MerchantId == request.SourceMerchantId)
+            .ToListAsync();
+
+        var targetMappingPatterns = await _db.CategoryMappings
+            .Where(cm => cm.MerchantId == request.TargetMerchantId)
+            .Select(cm => cm.Pattern)
+            .ToListAsync();
+
+        foreach (var mapping in sourceMappings)
+        {
+            if (targetMappingPatterns.Contains(mapping.Pattern))
+                _db.CategoryMappings.Remove(mapping);
+            else
+                mapping.MerchantId = request.TargetMerchantId;
+        }
+
+        _db.Merchants.Remove(source);
+        await _db.SaveChangesAsync();
+
+        return Ok(new
+        {
+            Merged = true,
+            Source = new { source.Id, source.Name },
+            Target = new { target.Id, target.Name },
+            TransactionsReassigned = transactions.Count,
+            MappingsReassigned = sourceMappings.Count
+        });
+    }
+}
+
+public class MergeMerchantsRequest
+{
+    public int SourceMerchantId { get; set; }
+    public int TargetMerchantId { get; set; }
+}
@@ -0,0 +1,197 @@
+using ImageMagick;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using MoneyMap.Data;
+using MoneyMap.Models;
+using MoneyMap.Services;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class ReceiptsController : ControllerBase
+{
+    private readonly MoneyMapContext _db;
+    private readonly IReceiptStorageOptions _storageOptions;
+
+    public ReceiptsController(MoneyMapContext db, IReceiptStorageOptions storageOptions)
+    {
+        _db = db;
+        _storageOptions = storageOptions;
+    }
+
+    [HttpGet]
+    public async Task<IActionResult> List(
+        [FromQuery] long? transactionId = null,
+        [FromQuery] string? parseStatus = null,
+        [FromQuery] int? limit = null)
+    {
+        var q = _db.Receipts
+            .Include(r => r.Transaction)
+            .AsQueryable();
+
+        if (transactionId.HasValue)
+            q = q.Where(r => r.TransactionId == transactionId.Value);
+
+        if (!string.IsNullOrWhiteSpace(parseStatus) && Enum.TryParse<ReceiptParseStatus>(parseStatus, true, out var status))
+            q = q.Where(r => r.ParseStatus == status);
+
+        var results = await q
+            .OrderByDescending(r => r.UploadedAtUtc)
+            .Take(limit ?? 50)
+            .Select(r => new
+            {
+                r.Id,
+                r.FileName,
+                ParseStatus = r.ParseStatus.ToString(),
+                r.Merchant,
+                r.Total,
+                r.ReceiptDate,
+                r.UploadedAtUtc,
+                TransactionId = r.TransactionId,
+                TransactionName = r.Transaction != null ? r.Transaction.Name : null
+            })
+            .ToListAsync();
+
+        return Ok(new { Count = results.Count, Receipts = results });
+    }
+
+    [HttpGet("{id}")]
+    public async Task<IActionResult> GetDetails(long id)
+    {
+        var receipt = await _db.Receipts
+            .Include(r => r.LineItems)
+            .Include(r => r.Transaction)
+            .Include(r => r.ParseLogs)
+            .FirstOrDefaultAsync(r => r.Id == id);
+
+        if (receipt == null)
+            return NotFound(new { message = "Receipt not found" });
+
+        var result = new
+        {
+            receipt.Id,
+            receipt.FileName,
+            receipt.ContentType,
+            receipt.FileSizeBytes,
+            receipt.UploadedAtUtc,
+            ParseStatus = receipt.ParseStatus.ToString(),
+            ParsedData = new
+            {
+                receipt.Merchant,
+                receipt.ReceiptDate,
+                receipt.DueDate,
+                receipt.Subtotal,
+                receipt.Tax,
+                receipt.Total,
+                receipt.Currency
+            },
+            LinkedTransaction = receipt.Transaction != null ? new
+            {
+                receipt.Transaction.Id,
+                receipt.Transaction.Name,
+                receipt.Transaction.Date,
+                receipt.Transaction.Amount,
+                receipt.Transaction.Category
+            } : null,
+            LineItems = receipt.LineItems.OrderBy(li => li.LineNumber).Select(li => new
+            {
+                li.LineNumber,
+                li.Description,
+                li.Quantity,
+                li.UnitPrice,
+                li.LineTotal,
+                li.Category
+            }).ToList(),
+            ParseHistory = receipt.ParseLogs.OrderByDescending(pl => pl.StartedAtUtc).Select(pl => new
+            {
+                pl.Provider,
+                pl.Model,
+                pl.Success,
+                pl.Confidence,
+                pl.Error,
+                pl.StartedAtUtc
+            }).ToList()
+        };
+
+        return Ok(result);
+    }
+
+    [HttpGet("{id}/image")]
+    public async Task<IActionResult> GetImage(long id)
+    {
+        var receipt = await _db.Receipts.FindAsync(id);
+        if (receipt == null)
+            return NotFound(new { message = "Receipt not found" });
+
+        var basePath = Path.GetFullPath(_storageOptions.ReceiptsBasePath);
+        var fullPath = Path.GetFullPath(Path.Combine(basePath, receipt.StoragePath));
+
+        if (!fullPath.StartsWith(basePath, StringComparison.OrdinalIgnoreCase))
+            return BadRequest(new { message = "Invalid receipt path" });
+
+        if (!System.IO.File.Exists(fullPath))
+            return NotFound(new { message = "Receipt file not found on disk" });
+
+        byte[] imageBytes;
+        string mimeType;
+
+        if (receipt.ContentType == "application/pdf")
+        {
+            var settings = new MagickReadSettings { Density = new Density(220) };
+            using var image = new MagickImage(fullPath + "[0]", settings);
+            image.Format = MagickFormat.Png;
+            image.BackgroundColor = MagickColors.White;
+            image.Alpha(AlphaOption.Remove);
+            imageBytes = image.ToByteArray();
+            mimeType = "image/png";
+        }
+        else
+        {
+            imageBytes = await System.IO.File.ReadAllBytesAsync(fullPath);
+            mimeType = receipt.ContentType;
+        }
+
+        var base64 = Convert.ToBase64String(imageBytes);
+        return Ok(new { MimeType = mimeType, Data = base64, SizeBytes = imageBytes.Length });
+    }
+
+    [HttpGet("{id}/text")]
+    public async Task<IActionResult> GetText(long id)
+    {
+        var receipt = await _db.Receipts
+            .Include(r => r.LineItems)
+            .Include(r => r.Transaction)
+            .FirstOrDefaultAsync(r => r.Id == id);
+
+        if (receipt == null)
+            return NotFound(new { message = "Receipt not found" });
+
+        if (receipt.ParseStatus != ReceiptParseStatus.Completed)
+            return Ok(new { Message = "Receipt has not been parsed yet", ParseStatus = receipt.ParseStatus.ToString() });
+
+        var result = new
+        {
+            receipt.Id,
+            receipt.Merchant,
+            receipt.ReceiptDate,
+            receipt.DueDate,
+            receipt.Subtotal,
+            receipt.Tax,
+            receipt.Total,
+            receipt.Currency,
+            LinkedTransaction = receipt.Transaction != null ? new { receipt.Transaction.Id, receipt.Transaction.Name, receipt.Transaction.Category, receipt.Transaction.Amount } : null,
+            LineItems = receipt.LineItems.OrderBy(li => li.LineNumber).Select(li => new
+            {
+                li.LineNumber,
+                li.Description,
+                li.Quantity,
+                li.UnitPrice,
+                li.LineTotal,
+                li.Category
+            }).ToList()
+        };
+
+        return Ok(result);
+    }
+}
@@ -0,0 +1,271 @@
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using MoneyMap.Data;
+using MoneyMap.Services;
+
+namespace MoneyMap.Controllers;
+
+[ApiController]
+[Route("api/[controller]")]
+public class TransactionsController : ControllerBase
+{
+    private readonly MoneyMapContext _db;
+    private readonly IMerchantService _merchantService;
+
+    public TransactionsController(MoneyMapContext db, IMerchantService merchantService)
+    {
+        _db = db;
+        _merchantService = merchantService;
+    }
+
+    [HttpGet]
+    public async Task<IActionResult> Search(
+        [FromQuery] string? query = null,
+        [FromQuery] string? startDate = null,
+        [FromQuery] string? endDate = null,
+        [FromQuery] string? category = null,
+        [FromQuery] string? merchantName = null,
+        [FromQuery] decimal? minAmount = null,
+        [FromQuery] decimal? maxAmount = null,
+        [FromQuery] int? accountId = null,
+        [FromQuery] int? cardId = null,
+        [FromQuery] string? type = null,
+        [FromQuery] bool? uncategorizedOnly = null,
+        [FromQuery] int? limit = null)
+    {
+        var q = _db.Transactions
+            .Include(t => t.Merchant)
+            .Include(t => t.Card)
+            .Include(t => t.Account)
+            .Include(t => t.Receipts)
+            .AsQueryable();
+
+        if (!string.IsNullOrWhiteSpace(query))
+            q = q.Where(t => t.Name.Contains(query) || (t.Memo != null && t.Memo.Contains(query)) || (t.Category != null && t.Category.Contains(query)));
+
+        if (!string.IsNullOrWhiteSpace(startDate) && DateTime.TryParse(startDate, out var start))
+            q = q.Where(t => t.Date >= start);
+
+        if (!string.IsNullOrWhiteSpace(endDate) && DateTime.TryParse(endDate, out var end))
+            q = q.Where(t => t.Date <= end);
+
+        if (!string.IsNullOrWhiteSpace(category))
+            q = q.Where(t => t.Category == category);
+
+        if (!string.IsNullOrWhiteSpace(merchantName))
+            q = q.Where(t => t.Merchant != null && t.Merchant.Name.Contains(merchantName));
+
+        if (minAmount.HasValue)
+            q = q.Where(t => Math.Abs(t.Amount) >= minAmount.Value);
+
+        if (maxAmount.HasValue)
+            q = q.Where(t => Math.Abs(t.Amount) <= maxAmount.Value);
+
+        if (accountId.HasValue)
+            q = q.Where(t => t.AccountId == accountId.Value);
+
+        if (cardId.HasValue)
+            q = q.Where(t => t.CardId == cardId.Value);
+
+        if (type?.ToLower() == "debit")
+            q = q.Where(t => t.Amount < 0);
+        else if (type?.ToLower() == "credit")
+            q = q.Where(t => t.Amount > 0);
+
+        if (uncategorizedOnly == true)
+            q = q.Where(t => t.Category == null || t.Category == "");
+
+        var results = await q
+            .OrderByDescending(t => t.Date).ThenByDescending(t => t.Id)
+            .Take(limit ?? 50)
+            .Select(t => new
+            {
+                t.Id,
+                t.Date,
+                t.Name,
+                t.Memo,
+                t.Amount,
+                t.Category,
+                Merchant = t.Merchant != null ? t.Merchant.Name : null,
+                Account = t.Account!.Institution + " " + t.Account.Last4,
+                Card = t.Card != null ? t.Card.Issuer + " " + t.Card.Last4 : null,
+                ReceiptCount = t.Receipts.Count,
+                t.TransferToAccountId
+            })
+            .ToListAsync();
+
+        return Ok(new { Count = results.Count, Transactions = results });
+    }
+
+    [HttpGet("{id}")]
+    public async Task<IActionResult> GetById(long id)
+    {
+        var t = await _db.Transactions
+            .Include(t => t.Merchant)
+            .Include(t => t.Card)
+            .Include(t => t.Account)
+            .Include(t => t.Receipts)
+            .Where(t => t.Id == id)
+            .Select(t => new
+            {
+                t.Id,
+                t.Date,
+                t.Name,
+                t.Memo,
+                t.Amount,
+                t.TransactionType,
+                t.Category,
+                Merchant = t.Merchant != null ? t.Merchant.Name : null,
+                MerchantId = t.MerchantId,
+                Account = t.Account!.Institution + " " + t.Account.Last4,
+                AccountId = t.AccountId,
+                Card = t.Card != null ? t.Card.Issuer + " " + t.Card.Last4 : null,
+                CardId = t.CardId,
+                t.Notes,
+                t.TransferToAccountId,
+                Receipts = t.Receipts.Select(r => new { r.Id, r.FileName, r.ParseStatus, r.Merchant, r.Total }).ToList()
+            })
+            .FirstOrDefaultAsync();
+
+        if (t == null)
+            return NotFound(new { message = "Transaction not found" });
+
+        return Ok(t);
+    }
+
+    [HttpPut("{id}/category")]
+    public async Task<IActionResult> UpdateCategory(long id, [FromBody] UpdateCategoryRequest request)
+    {
+        var transactions = await _db.Transactions
+            .Where(t => request.TransactionIds.Contains(t.Id))
+            .ToListAsync();
+
+        if (!transactions.Any())
+            return NotFound(new { message = "No transactions found with the provided IDs" });
+
+        int? merchantId = null;
+        if (!string.IsNullOrWhiteSpace(request.MerchantName))
+            merchantId = await _merchantService.GetOrCreateIdAsync(request.MerchantName);
+
+        foreach (var t in transactions)
+        {
+            t.Category = request.Category;
+            if (merchantId.HasValue)
+                t.MerchantId = merchantId;
+        }
+
+        await _db.SaveChangesAsync();
+
+        return Ok(new { Updated = transactions.Count, request.Category, Merchant = request.MerchantName });
+    }
+
+    [HttpPost("bulk-recategorize")]
+    public async Task<IActionResult> BulkRecategorize([FromBody] BulkRecategorizeRequest request)
+    {
+        var q = _db.Transactions
+            .Where(t => t.Name.Contains(request.NamePattern));
+
+        if (!string.IsNullOrWhiteSpace(request.FromCategory))
+            q = q.Where(t => t.Category == request.FromCategory);
+
+        var transactions = await q.ToListAsync();
+
+        if (!transactions.Any())
+            return Ok(new { Message = "No transactions match the pattern", request.NamePattern, request.FromCategory });
+
+        if (request.DryRun)
+        {
+            var preview = transactions.Take(20).Select(t => new { t.Id, t.Date, t.Name, t.Amount, CurrentCategory = t.Category }).ToList();
+            return Ok(new { DryRun = true, TotalMatches = transactions.Count, Preview = preview, request.ToCategory });
+        }
+
+        int? merchantId = null;
+        if (!string.IsNullOrWhiteSpace(request.MerchantName))
+            merchantId = await _merchantService.GetOrCreateIdAsync(request.MerchantName);
+
+        foreach (var t in transactions)
+        {
+            t.Category = request.ToCategory;
+            if (merchantId.HasValue)
+                t.MerchantId = merchantId;
+        }
+
+        await _db.SaveChangesAsync();
+
+        return Ok(new { Applied = true, Updated = transactions.Count, request.ToCategory, Merchant = request.MerchantName });
+    }
+
+    [HttpGet("spending-summary")]
+    public async Task<IActionResult> SpendingSummary(
+        [FromQuery] string startDate,
+        [FromQuery] string endDate,
+        [FromQuery] int? accountId = null)
+    {
+        if (!DateTime.TryParse(startDate, out var start) || !DateTime.TryParse(endDate, out var end))
+            return BadRequest(new { message = "Invalid date format" });
+
+        var q = _db.Transactions
+            .Where(t => t.Date >= start && t.Date <= end)
+            .Where(t => t.Amount < 0)
+            .Where(t => t.TransferToAccountId == null)
+            .ExcludeTransfers();
+
+        if (accountId.HasValue)
+            q = q.Where(t => t.AccountId == accountId.Value);
+
+        var summary = await q
+            .GroupBy(t => t.Category ?? "Uncategorized")
+            .Select(g => new { Category = g.Key, Total = g.Sum(t => Math.Abs(t.Amount)), Count = g.Count() })
+            .OrderByDescending(x => x.Total)
+            .ToListAsync();
+
+        var grandTotal = summary.Sum(x => x.Total);
+
+        return Ok(new { Period = $"{startDate} to {endDate}", GrandTotal = grandTotal, Categories = summary });
+    }
+
+    [HttpGet("income-summary")]
+    public async Task<IActionResult> IncomeSummary(
+        [FromQuery] string startDate,
+        [FromQuery] string endDate,
+        [FromQuery] int? accountId = null)
+    {
+        if (!DateTime.TryParse(startDate, out var start) || !DateTime.TryParse(endDate, out var end))
+            return BadRequest(new { message = "Invalid date format" });
+
+        var q = _db.Transactions
+            .Where(t => t.Date >= start && t.Date <= end)
+            .Where(t => t.Amount > 0)
+            .Where(t => t.TransferToAccountId == null)
+            .ExcludeTransfers();
+
+        if (accountId.HasValue)
+            q = q.Where(t => t.AccountId == accountId.Value);
+
+        var summary = await q
+            .GroupBy(t => t.Name)
+            .Select(g => new { Source = g.Key, Total = g.Sum(t => t.Amount), Count = g.Count() })
+            .OrderByDescending(x => x.Total)
+            .ToListAsync();
+
+        var grandTotal = summary.Sum(x => x.Total);
+
+        return Ok(new { Period = $"{startDate} to {endDate}", GrandTotal = grandTotal, Sources = summary });
+    }
+}
+
+public class UpdateCategoryRequest
+{
+    public long[] TransactionIds { get; set; } = [];
+    public string Category { get; set; } = "";
+    public string? MerchantName { get; set; }
+}
+
+public class BulkRecategorizeRequest
+{
+    public string NamePattern { get; set; } = "";
+    public string ToCategory { get; set; } = "";
+    public string? FromCategory { get; set; }
+    public string? MerchantName { get; set; }
+    public bool DryRun { get; set; } = true;
+}
@@ -26,6 +26,7 @@
      <PrivateAssets>all</PrivateAssets>
      <IncludeAssets>runtime; build; native; contentfiles; analyzers; buildtransitive</IncludeAssets>
    </PackageReference>
+    <PackageReference Include="Swashbuckle.AspNetCore" Version="10.1.7" />
  </ItemGroup>

  <ItemGroup>
@@ -27,6 +27,10 @@ builder.Services.AddSession(options =>
 builder.Services.AddRazorPages()
    .AddSessionStateTempDataProvider();

+builder.Services.AddControllers();
+builder.Services.AddEndpointsApiExplorer();
+builder.Services.AddSwaggerGen();
+
 // Receipt parse queue and background worker
 builder.Services.AddSingleton<IReceiptParseQueue, ReceiptParseQueue>();
 builder.Services.AddHostedService<ReceiptParseWorkerService>();
@@ -70,21 +74,13 @@ app.UseSession();

 app.UseAuthorization();

-app.MapRazorPages();
-
-// Financial Audit API endpoint
-app.MapGet("/api/audit", async (
-    IFinancialAuditService auditService,
-    DateTime? startDate,
-    DateTime? endDate,
-    bool includeTransactions = false) =>
+if (app.Environment.IsDevelopment())
 {
-    var end = endDate ?? DateTime.Today;
-    var start = startDate ?? end.AddDays(-90);
+    app.UseSwagger();
+    app.UseSwaggerUI();
+}

-    var result = await auditService.GenerateAuditAsync(start, end, includeTransactions);
-    return Results.Ok(result);
-})
-.WithName("GetFinancialAudit");
+app.MapRazorPages();
+app.MapControllers();

 app.Run();
Author	SHA1	Message	Date
aj	274569bd79	refactor(mcp): rewrite all tools to use MoneyMapApiClient instead of direct DB access Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:40:23 -04:00
aj	4bee73ba26	refactor(mcp): remove Core dependency, switch to HttpClient-based architecture Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:37:45 -04:00
aj	6c4f4bea7f	feat(mcp): add MoneyMapApiClient typed HttpClient for API communication Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:37:36 -04:00
aj	db1d96476b	feat(api): add DashboardController with overview and monthly-trend endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:35:57 -04:00
aj	51d6aee434	feat(api): add AccountsController with accounts and cards list endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:35:53 -04:00
aj	c34ea74459	feat(api): add MerchantsController with list and merge endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:35:49 -04:00
aj	9dc1a9064d	feat(api): add ReceiptsController with list, detail, image, and text endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:35:06 -04:00
aj	5b4a673f9d	feat(api): add CategoriesController with list, mappings, and add-mapping endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:34:36 -04:00
aj	004f99c2b4	feat(api): add BudgetsController with status, create, update endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:34:07 -04:00
aj	e773a0f218	feat(api): add TransactionsController with search, detail, category, and summary endpoints Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:33:02 -04:00
aj	ccedea6e67	feat(api): add Health and Audit controllers Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:32:12 -04:00
aj	768b5e015e	feat(api): add controller infrastructure, Swagger, remove inline /api/audit Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-20 20:30:49 -04:00