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27 commits

Author SHA1 Message Date
2eedd2fd20 PR E: ChartService cleanup
Remove the settings-mutating year-hopping in GetAccountExpensesPerMonth
that discarded the user's header year selection and silently forced
the Spendings-over-time chart back to DateTime.Now.Year. The chart
now honours settingsService.GetYear(), skips accounts with no
transactions instead of returning null, and no longer depends on
IAccountRepository or ISubclassRepository.

Also reorder the plan: async becomes PR F, tests PR G.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 20:56:20 +02:00
1c7ba7f416 PR D: per-scope repository cache
Add a Scoped RepositoryCache that memoizes deserialized XML lists,
keyed by absolute file path. Each XML file is loaded at most once per
SignalR circuit; Save invalidates the corresponding entry so
subsequent reads reload from disk.

BaseRepository gains a LoadList<T>(fileName) helper; each of the seven
repositories now defines Get*List() as a one-liner over that helper
and takes RepositoryCache via the constructor.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 20:52:24 +02:00
8961bb234c PR C: mechanical cleanup (typos, packages, formatting, culture)
- Consolidate decimal.ToFormattedString into Schaad.Accounting.Formatting
- Rename EnsureFileExisits -> EnsureFileExists and
  SplitPredefiniton* -> SplitPredefinition* (class, interface, files, DI reg)
- AccountRepository: single-save year-rollover start-balance seed
- Drop legacy .NET Standard packages redundant on net9.0 and the stale
  Interfaces\Extensions\ folder entry
- Set culture via RequestLocalizationOptions middleware
- Plan: item 9 (unit of work) split off into a dedicated PR D

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 20:46:55 +02:00
152d4c3d57 PR B: atomic XML writes and per-file locking
Save<T> writes to a .tmp sibling and atomically renames, so a crash
mid-write leaves the previous file intact. Load<T>, Save<T>, and
EnsureFileExisits share a per-absolute-path lock so concurrent
Save+Save and Save+Load can't observe a half-written file.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 20:40:55 +02:00
9f11f6490b PR A: correctness fixes and improvement plan
- Add IMPROVEMENT_PLAN.md with phased plan for follow-up work
- Consolidate DI registrations into a single AddAccounting() extension;
  drop the duplicate service registrations and the PdfParsingService
  self-registration
- TrySetYear: capture this.year before overwriting so rollback actually
  restores the previous value
- DummyFxService: check toCurrency (was checking fromCurrency twice)
- TransactionRepository.GetTransaction: return a copy instead of mutating
  the loaded entity, and guard against unknown ids
- ViewService.GetTransactionViewList(accountId): flip the sign on a copy
  rather than mutating the entity returned by the repository
- FileService.GetTransactionListCsv: same treatment; use a local
  signedValue instead of mutating trx.Value
- ProfitLossReport: use ClassIds.Income/Expenses instead of magic 3/4
- CLAUDE.md: correct the ClassIds documentation (1/2/3/4, not
  1000/2000/3000/4000)

SettingsService lifetime is intentionally left as Singleton for now;
making it Scoped requires persisting year/mandator selection across
page reloads first (tracked in the plan).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 20:37:03 +02:00
Claudio Schaad
a16aedcfd8
Display transactions and balances in account currency
- Transaction amounts, totals, and sidebar badges in the Transactions page now show in the account's native currency (EUR, USD, etc.) instead of always CHF
- Fixed FX conversion in SaveTransaction/GetTransaction to fire when either the origin or target account is a foreign-currency account, not only the origin side

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 16:08:01 +02:00
Claudio Schaad
2c91ac7082
Add fx rate for transaction in UI #4
Add fx rate for transaction in UI
2025-09-27 21:32:57 +02:00
2b1eb0dbb7 Add fx rate for transaction in UI 2025-09-27 21:32:10 +02:00
Claudio Schaad
37d568cbc2
Merge pull request #3
* Make line readonly after save

* Cleanup CSS

* Reorder columns
2025-06-28 11:26:34 +02:00
Claudio Schaad
2d59684469
Merge pull request #2 from clayschaad/fix-dropdown
Hardly reload
2025-06-07 18:26:11 +02:00
b88d3059e9 Hardly reload 2025-06-07 18:24:47 +02:00
Claudio Schaad
541da94d7b
Merge pull request #1 from clayschaad/fix-dropdown
Reload page after save
2025-06-07 18:01:50 +02:00
496408aa70 Reload page after save 2025-06-07 18:00:47 +02:00
a45495c296 Add autocomplete for account 2025-05-15 22:01:48 +02:00
Claudio Schaad
ff075be32d
Create LICENSE 2025-05-14 21:46:47 +02:00
c86edfdde2 Add transaction split dialog 2025-05-14 21:45:52 +02:00
e76644a122 Add empty account 2025-05-13 21:15:04 +02:00
ff2ef4aba0 Footer css 2025-05-10 22:42:47 +02:00
0c537f8816 Show bankpayment matching 2025-05-10 22:33:35 +02:00
0828dd7691 Add bank transaction import 2025-05-07 21:50:01 +02:00
e2802dd797 Set CH culture 2025-05-06 19:19:02 +02:00
ece9618f09 Add transaction dialog and enhance transaction view 2025-05-05 22:49:09 +02:00
d21c49d486 Add mandator dropdown 2025-05-05 22:49:02 +02:00
38a1fb65c5 Add year and mandator dropdown 2025-05-05 22:48:52 +02:00
3c04220437 Delete appsettings 2025-05-04 20:42:52 +02:00
ad75c47709 Add new blazor app 2025-05-04 20:00:42 +02:00
Claudio Schaad
4c598f0827
Initial commit 2025-04-29 20:41:37 +02:00