263 lines
10 KiB
C#
263 lines
10 KiB
C#
using Microsoft.EntityFrameworkCore;
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using Microsoft.Extensions.Caching.Memory;
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using MoneyMap.Data;
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using MoneyMap.Models;
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namespace MoneyMap.Services
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{
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public interface ITransactionCategorizer
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{
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Task<CategorizationResult> CategorizeAsync(string merchantName, decimal? amount = null);
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Task<List<CategoryMapping>> GetAllMappingsAsync();
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Task SeedDefaultMappingsAsync();
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void InvalidateMappingsCache();
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}
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public class CategorizationResult
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{
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public string Category { get; set; } = string.Empty;
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public int? MerchantId { get; set; }
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}
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// ===== Service Implementation =====
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public class TransactionCategorizer : ITransactionCategorizer
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{
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private readonly MoneyMapContext _db;
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private readonly IMemoryCache _cache;
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private const decimal GasStationThreshold = -20m;
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private const string MappingsCacheKey = "CategoryMappings";
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private static readonly TimeSpan CacheDuration = TimeSpan.FromMinutes(10);
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public TransactionCategorizer(MoneyMapContext db, IMemoryCache cache)
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{
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_db = db;
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_cache = cache;
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}
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public void InvalidateMappingsCache()
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{
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_cache.Remove(MappingsCacheKey);
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}
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public async Task<CategorizationResult> CategorizeAsync(string merchantName, decimal? amount = null)
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{
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if (string.IsNullOrWhiteSpace(merchantName))
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return new CategorizationResult();
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var merchantUpper = merchantName.ToUpperInvariant();
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// Get cached mappings or load from database
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var mappings = await GetCachedMappingsAsync();
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// Special case: Gas stations with small purchases
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if (amount.HasValue && amount.Value > GasStationThreshold)
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{
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var gasMapping = mappings.FirstOrDefault(m =>
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m.Category == "Gas & Auto" &&
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merchantUpper.Contains(m.Pattern.ToUpperInvariant()));
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if (gasMapping != null)
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return new CategorizationResult
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{
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Category = "Convenience Store",
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MerchantId = gasMapping.MerchantId
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};
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}
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// Check each category's patterns
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foreach (var mapping in mappings)
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{
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if (merchantUpper.Contains(mapping.Pattern.ToUpperInvariant()))
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return new CategorizationResult
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{
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Category = mapping.Category,
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MerchantId = mapping.MerchantId
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};
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}
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return new CategorizationResult(); // No match - needs manual categorization
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}
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private async Task<List<CategoryMapping>> GetCachedMappingsAsync()
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{
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if (_cache.TryGetValue(MappingsCacheKey, out List<CategoryMapping>? cachedMappings) && cachedMappings != null)
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{
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return cachedMappings;
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}
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var mappings = await _db.CategoryMappings
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.OrderByDescending(m => m.Priority)
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.ThenBy(m => m.Category)
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.ToListAsync();
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_cache.Set(MappingsCacheKey, mappings, CacheDuration);
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return mappings;
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}
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public async Task<List<CategoryMapping>> GetAllMappingsAsync()
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{
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var mappings = await GetCachedMappingsAsync();
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return mappings.OrderBy(m => m.Category).ThenByDescending(m => m.Priority).ToList();
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}
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public async Task SeedDefaultMappingsAsync()
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{
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// Check if mappings already exist
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if (await _db.CategoryMappings.AnyAsync())
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return;
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var defaultMappings = GetDefaultMappings();
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_db.CategoryMappings.AddRange(defaultMappings);
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await _db.SaveChangesAsync();
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}
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private static List<CategoryMapping> GetDefaultMappings()
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{
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var mappings = new List<CategoryMapping>();
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// Online Shopping
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AddMappings("Online shopping", mappings,
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"AMAZON MKTPL", "AMAZON.COM", "BATHANDBODYWORKS", "BATH AND BODY",
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"SEPHORA.COM", "ULTA.COM", "WWW.KOHLS.COM", "GAPOUTLET.COM",
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"NIKE.COM", "HOMEDEPOT.COM", "TEMU.COM", "APPLE.COM",
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"JOURNEYS.COM", "DECKERS*UGG", "YUNNANSOURCINGUS", "TARGET.COM");
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// Walmart
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AddMappings("Walmart Online", mappings, "WALMART.COM");
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AddMappings("Walmart Pickup/Grocery", mappings, "WALMART.C ", "DEBIT PURCHASE WALMART.C");
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// Pizza
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AddMappings("Pizza", mappings,
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"CHICAGOS PIZZA", "PIZZA KING", "DOMINO", "BIG BOYZ",
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"PAPA JOHN", "PIZZA 3.14", "HUNGRY HOWIES");
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// Retail Stores
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AddMappings("Brick/mortar store", mappings,
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"DOLLAR-GENERAL", "DOLLAR GENERAL", "DOLLAR TREE", "GOODWILL STORE",
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"WAL-MART", "WM SUPERCENTER", "KROGER", "TARGET", "LOWES",
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"GILLMAN HOME CEN", "TRACTOR SUPPLY", "FIVE BELOW", "CLAIRE'S", "SAVE-A-LOT");
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// Restaurants
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AddMappings("Eat out / Restaurants", mappings,
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"KUNKELS DRIVE IN", "MCDONALD", "STARBUCKS", "ASIAN DELIGHT",
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"STACKS PANCAKE", "WENDY", "SUBWAY", "OLIVE GARDEN", "CRACKER BARREL",
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"RED LOBSTER", "NO. 9 GRILL", "LEES FAMOUS", "OLE ROOSTE",
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"EL CABALLO", "WAFFLE HOUSE", "GULF COAST BURG", "LAKEVIEW RESTAUR",
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"ARBY", "BURGER KING", "DAIRY QUEEN", "TACO BELL", "DUNKIN", "CRUMBL");
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// School
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AddMappings("School", mappings,
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"INTER-STATE STUD", "CREATIVE STEPS", "CPP*CONNERSVILLE");
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// Health
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AddMappings("Health", mappings,
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"MEDICENTER", "REID HEALTH", "PHARMACY", "CVS", "WALGREENS",
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"WHITEWATER EYE", "GIESTING FAMILY DENTIS");
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// Gas & Auto (higher priority for special handling)
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AddMappings("Gas & Auto", mappings, 100,
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"SPEEDWAY", "MARATHON", "SHELL OIL", "BP#", "SUNOCO",
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"WASH & LU", "WASH LUB", "CAR WASH", "MCDIVITT FAR",
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"COUNTY TIRE", "BROOKVILLE SHELL", "BUC-EE'S", "CIRCLE K", "MAIN STREET QUIC");
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// Utilities
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AddMappings("Utilities/Services", mappings,
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"SMARTSTOP", "VZWRLSS", "VERIZON", "COMCAST", "XFINIT",
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"US MOBILE", "WHITEWATER VALLE", "RUMPKE");
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// Entertainment
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AddMappings("Entertainment", mappings,
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"SHOWTIME CINEMA", "SHOWPLACE CINEMA", "RICHMOND CIV", "KINDLE",
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"GOOGLE *Google S", "NINTENDO", "HLU*HULU", "HULU", "NETFLIX",
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"SPOTIFY", "STEAMGAMES", "WL *STEAM PURCHASE", "ETSY", "GEEK-HUB");
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// Banking (high priority to catch these first)
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AddMappings("Banking", mappings, 200,
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"ATM WITHDRAWAL", "ATM FEE", "MOBILE BANKING ADVANCE",
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"MOBILE BANKING PAYMENT", "MOBILE BANKING TRANSFER", "OVERDRAFT",
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"MONTHLY MAINTENANCE FEE", "OD PROTECTION", "RESERVE LINE",
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"FRGN TRANS FEE", "START SCHEDULED TRANSFER");
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// Mortgage
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AddMappings("Mortgage", mappings, "WAYNE BANK");
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// Car Payment
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AddMappings("Car Payment", mappings, "UNION SAVINGS AN");
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// Convenience Store
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AddMappings("Convenience Store", mappings,
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"PAVEYS COUNTRY", "CAMBRIDGE CITY M", "WHITEWATER QUICK");
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// Income (high priority)
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AddMappings("Income", mappings, 200,
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"MOBILE CHECK DEPOSIT", "ELECTRONIC DEPOSIT", "IRS TREAS",
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"RPA PA", "REWARDS REDEEMED");
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// Taxes
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AddMappings("Taxes", mappings, "MYERS INCOME TAX");
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// Insurance
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AddMappings("Insurance", mappings,
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"BOSTON MUTUAL", "IND FARMERS INS", "GERBER LIFE INS");
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// Credit Card Payment (high priority to catch before Banking)
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AddMappings("Credit Card Payment", mappings, 200,
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"PAYMENT TO CREDIT CARD", "CAPITAL ONE", "MOBILE PAYMENT THANK YOU");
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// Ice Cream
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AddMappings("Ice Cream / Treats", mappings, "DAIRY TWIST", "URANUS FUDGE");
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// Government
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AddMappings("Government/DMV", mappings, "IN BMV", "KY-IN RIVERLINK");
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// Home Services
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AddMappings("Home Services", mappings, "DUNGAN PLUMBING");
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// Special Occasions
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AddMappings("Special Occasions", mappings,
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"CLARKS FLOWER", "THE CAKE BAK", "DOUGHERTY OR");
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// Home Improvement
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AddMappings("Home Improvement", mappings,
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"SHERWIN-WILLIAMS", "PAINTERS SUPPLY", "MENARDS", "LOWES #00907",
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"123FILTER", "O-RING STORE");
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// Software/Subscriptions
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AddMappings("Software/Subscriptions", mappings,
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"GOOGLE *ChatGPT", "CLAUDE.AI", "OPENAI", "NAME-CHEAP",
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"AMAZON PRIME*", "BITWARDEN", "GOOGLE *Shopping List");
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return mappings;
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}
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private static void AddMappings(string category, List<CategoryMapping> mappings, params string[] patterns)
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{
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AddMappings(category, mappings, 0, patterns);
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}
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private static void AddMappings(string category, List<CategoryMapping> mappings, int priority, params string[] patterns)
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{
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foreach (var pattern in patterns)
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{
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mappings.Add(new CategoryMapping
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{
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Category = category,
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Pattern = pattern,
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MerchantId = null, // Will be set by users via UI
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Priority = priority
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});
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}
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}
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}
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// ===== Database Migration =====
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// Add this to your DbContext:
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// public DbSet<CategoryMapping> CategoryMappings { get; set; }
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//
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// Then create a migration:
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// dotnet ef migrations add AddCategoryMappings
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// dotnet ef database update
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} |