Claudio Schaad
9f11f6490b
- 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>
64 lines
2.6 KiB
Markdown
64 lines
2.6 KiB
Markdown
# CLAUDE.md
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This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
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## Commands
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```bash
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# Build
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dotnet build
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# Run (dev server at http://localhost:5225)
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cd Schaad.Accounting.UI && dotnet run
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# Publish
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dotnet publish -c Release
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```
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There are no automated tests or lint commands.
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## Architecture
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**AccountingNext** is a Swiss personal accounting app built with ASP.NET Core 9 + Blazor (interactive server-side rendering) and Microsoft Fluent UI. Data is stored as XML files on disk — no database.
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### Projects
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| Project | Role |
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|---|---|
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| `Schaad.Accounting.UI` | Blazor web app — pages, dialogs, layout |
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| `Schaad.Accounting.Services` | Business logic — balances, FX conversion, file import, charts |
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| `Schaad.Accounting.Db` | Repository layer — XML serialization/deserialization |
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| `Schaad.Accounting.Common` | Shared models, DTOs, interfaces |
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### Data flow
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```
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Blazor Pages/Dialogs (UI)
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→ Services (ViewService, FileService, ChartService)
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→ Repositories (AccountRepository, TransactionRepository, …)
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→ XML files: {DataPath}/{year}/{mandator}/Data/*.xml
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```
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Data is multi-year and multi-mandator. Each combination has its own directory under `DataPath` (configured in `appsettings.Development.json`). When a new year is opened, the previous year's data is copied as the starting point.
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### Key services
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- **ViewService** — aggregates account balances, applies FX rates, builds datasets for the UI
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- **FileService** — imports bank statements (MT940, CAMT053 via external `Schaad.Finance.dll`), parses PDFs, manages backups
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- **ChartService** — produces data for Plotly charts (assets, spendings over time)
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- **SettingsService** — manages the active year, mandator, and file paths
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### UI structure
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Pages live in `Schaad.Accounting.UI/Components/Pages/`. Each page typically has a companion `Dialogs/` subfolder with Fluent UI dialog components for CRUD operations. The app is hardcoded to the `de-CH` culture.
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### Key external dependencies
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- `Microsoft.FluentUI.AspNetCore.Components` — UI components (FluentDataGrid, FluentDialog, etc.)
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- `Plotly.Blazor` — charts
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- `FreeSpire.PDF` — PDF parsing for bank statement imports
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- `Schaad.Finance.dll` / `Schaad.Finance.Api.dll` — proprietary DLLs for MT940/CAMT053 parsing and FX rate lookups (FixerIo API key in `appsettings.Development.json`)
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### Domain constants
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`ClassIds` in `Schaad.Accounting.Common` defines the Swiss accounting chart-of-accounts classes: Activa=1, Passiva=2, Income=3, Expenses=4. These are the leading digit of an account number (accounts are 4-digit; `Account.Class = Number / 1000`).
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