Save financial data to the db.

Author: ilonatommy

CashFlowAnalyzer.Client/FinancialData/Category/Categories.cs

@@ -17,7 +17,8 @@ public static List<Category> GetAllCategories()
             new Category(CategoryType.Sport, SharingMode.RequiresReview),
             new Category(CategoryType.Transport, SharingMode.RequiresReview),
             new Category(CategoryType.RequiresReview, SharingMode.RequiresReview),
-            new Category(CategoryType.Gifts, SharingMode.RequiresReview)
+            new Category(CategoryType.Gifts, SharingMode.RequiresReview),
+            new Category(CategoryType.Home, SharingMode.Shared)
         };
     }
 }

CashFlowAnalyzer.Client/FinancialData/Category/CategoryType.cs

@@ -64,6 +64,12 @@ public enum CategoryType
     [Description("Gifts")]
     Gifts,
 
+    /// <summary>
+    /// tools, furniture, cleaning utensils etc
+    /// </summary>
+    [Description("Home")]
+    Home,
+
     /// <summary>
     /// requires manual categorizing
     /// </summary>

CashFlowAnalyzer.Client/FinancialData/Spreadsheet/FinancialRecordMapper.cs

@@ -36,7 +36,12 @@ public List<FinancialRecord> Map(List<CeskaSporitelnaRecord> spreadsheetRecords)
         List<FinancialRecord> financialRecords = new();
         foreach(var record in spreadsheetRecords)
         {
-            financialRecords.Add(Map(record));
+            var financialRecord = Map(record);
+            // 0-valued fees and incomes are not interesting
+            if (financialRecord.Value != 0)
+            {
+                financialRecords.Add(financialRecord);
+            }
         }
         return financialRecords;
     }

CashFlowAnalyzer.Client/Pages/Security/Login.razor

@@ -1,6 +1,4 @@
 @page "/Login"
-@* custom loginForm paths issue: *@
-@* https://github.com/dotnet/aspnetcore/issues/58811 *@
 @using CashFlowAnalyzer.Client.Services
 @inject NavigationManager Navigation
 @inject HttpClient Http

CashFlowAnalyzer.Client/Pages/Upload.razor

@@ -2,6 +2,7 @@
 @using CashFlowAnalyzer.Client.FinancialData
 @attribute [Authorize]
 @inject SpreadsheetReader SpreadsheetReader
+@inject IFinancialDataService FinancialDataService
 
 <PageTitle>Upload</PageTitle>
 
@@ -29,11 +30,11 @@
     </select>
 </div>
 
-<InputFile OnChange="HandleFileSelected" class="form-control" disabled="@((selectedBank is null) && (defaultCurrency is null))" />
+<InputFile OnChange="HandleFileSelected" key="@(fileInputKey)" class="form-control" disabled="@((selectedBank is null) && (defaultCurrency is null))" />
 
 @if (financialRecords == null || financialRecords.Count == 0)
 {
-    <p><em>Loading...</em></p>
+    <p><em>Waiting for the file...</em></p>
 }
 else
 {
@@ -94,9 +95,27 @@ else
         <button @onclick="TogglePreviewMode" class="btn btn-primary" disabled="@HasRequiresReview()">Preview</button>
     }
 }
+@if (showSuccessMessage)
+{
+    <div class="alert alert-success" role="alert">
+        Records upload was successful.
+        <button type="button" class="btn-close" aria-label="Close" @onclick="CloseSuccessMessage"> </button>
+    </div>
+}
+@if (showErrorMessage)
+{
+    <div class="alert alert-danger" role="alert">
+        Records upload failed.
+        <button type="button" class="btn-close" aria-label="Close" @onclick="CloseErrorMessage"> </button>
+    </div>
+}
 
 @code {
     private bool isPreviewMode = false;
+    private bool isFileLoaded = false;
+    private bool showSuccessMessage = false;
+    private bool showErrorMessage = false;
+    private string fileInputKey = Guid.NewGuid().ToString();
     private string payer = "me"; // ToDo: ThisShouldBeManualInputFromEditableDropdown
     private ICurrency defaultCurrency = Currencies.GetDefaultCurrency();
     private FinancialRecordMapper mapper;
@@ -185,7 +204,40 @@ else
 
     private async Task SaveData()
     {
-        // ToDo: Implement the logic to save the data to the database
-        Console.WriteLine("Saving data to the database...");
+        try
+        {
+            await FinancialDataService.SaveFinancialRecordsAsync(financialRecords);
+            showSuccessMessage = true;
+            CleanUploadView();
+        }
+        catch (Exception ex)
+        {
+            Console.WriteLine($"Error saving data: {ex.Message}");
+            showErrorMessage = true;
+        }
+    }
+
+    private void CloseSuccessMessage()
+    {
+        showSuccessMessage = false;
+    }
+
+    private void CloseErrorMessage()
+    {
+        showErrorMessage = false;
+    }
+
+    private void CleanUploadView()
+    {
+        // issue: resetting InputFile field does not work neatly:
+        // https://github.com/SteveSandersonMS/BlazorInputFile/issues/2
+        fileInputKey = Guid.NewGuid().ToString();
+        financialRecords = new List<FinancialRecord>();
+        spreadsheetFinancialRecords = new List<FinancialRecord>();
+        selectedBank = null;
+        defaultCurrency = null;
+        isFileLoaded = false;
+        TogglePreviewMode();
+        StateHasChanged();
     }
 }

CashFlowAnalyzer.Client/Program.cs

@@ -15,6 +15,7 @@
 // Services
 builder.Services.AddScoped<IAccountService, AccountService>();
 builder.Services.AddScoped<SpreadsheetReader>();
+builder.Services.AddScoped<IFinancialDataService, FinancialDataService>();
 
 // Supply HttpClient instances that include access tokens when making requests to the server project
 builder.Services.AddScoped(sp => sp.GetRequiredService<IHttpClientFactory>().CreateClient("CashFlowAnalyzer.ServerAPI"));

CashFlowAnalyzer.Client/Services/Account/AccountServiceResult.cs

@@ -1,3 +1,5 @@
+namespace CashFlowAnalyzer.Client.Services;
+
 public class AccountServiceResult
 {
     public bool Success { get; set; }

CashFlowAnalyzer.Client/Services/FinancialData/FinancialDataService.cs

@@ -0,0 +1,35 @@
+using System.Net.Http.Json;
+using CashFlowAnalyzer.Client.FinancialData;
+using CashFlowAnalyzer.Shared.Models;
+
+namespace CashFlowAnalyzer.Client.Services;
+public class FinancialDataService : IFinancialDataService
+{
+    // same workaround as in AccountService
+    private string baseAddress = "http://localhost:5130";
+    private readonly HttpClient _httpClient;
+
+    public FinancialDataService(HttpClient httpClient)
+    {
+        _httpClient = httpClient;
+    }
+
+    public async Task SaveFinancialRecordsAsync(IEnumerable<FinancialRecord> records)
+    {
+        List<FinancialRecordDto> recordDtos = new();
+        foreach (var record in records)
+        {
+            var recordDto = new FinancialRecordDto()
+            {
+                ProcessingDate = record.ProcessingDate,
+                Value = record.Value,
+                TransactionCurrency = record.TransactionCurrency.ToString(),
+                Category = record.Category.ToString(),
+                Bank = record.Bank.ToFriendlyString()
+            };
+            recordDtos.Add(recordDto);
+        }
+        var response = await _httpClient.PostAsJsonAsync($"{baseAddress}/api/financialrecords", recordDtos);
+        response.EnsureSuccessStatusCode();
+    }
+}

CashFlowAnalyzer.Client/Services/FinancialData/IFinancialDataService.cs

@@ -0,0 +1,8 @@
+using CashFlowAnalyzer.Client.FinancialData;
+
+namespace CashFlowAnalyzer.Client.Services;
+
+public interface IFinancialDataService
+{
+    Task SaveFinancialRecordsAsync(IEnumerable<FinancialRecord> records);
+}

CashFlowAnalyzer.Client/Services/SpreadsheetReader/SpreadsheetReader.cs

@@ -2,6 +2,8 @@
 using CashFlowAnalyzer.Client.FinancialData;
 using OfficeOpenXml;
 
+namespace CashFlowAnalyzer.Client.Services;
+
 public class SpreadsheetReader
 {
     public SpreadsheetReader()