@shaykec/app-agent 1.0.5 → 1.0.7

package/templates/ios/FinanceTemplate/FinanceTemplate/Data/LocalStorage/LocalStorageProvider.swift

@@ -0,0 +1,420 @@
+import CoreData
+import Foundation
+
+/// Core Data–backed implementation of DataRepository.
+/// Stores finance data in a local SQLite database.
+/// Pre-seeds default categories from AppConfig on first launch.
+///
+/// Usage: LocalStorageProvider.shared (singleton, like MockDataProvider)
+final class LocalStorageProvider: ObservableObject, DataRepository {
+    static let shared = LocalStorageProvider()
+
+    @Published var accounts: [Account] = []
+    @Published var transactions: [Transaction] = []
+    @Published var budgets: [Budget] = []
+    @Published var goals: [Goal] = []
+    @Published var categories: [Category] = []
+    @Published var bills: [Bill] = []
+    @Published var insights: [SpendingInsight] = []
+    @Published var categorySpending: [CategorySpending] = []
+
+    private let stack: CoreDataStack
+    private var context: NSManagedObjectContext { stack.viewContext }
+
+    // MARK: - Computed Properties
+
+    var totalBalance: Double {
+        accounts.reduce(0) { $0 + $1.balance }
+    }
+
+    var monthlyIncome: Double {
+        let calendar = Calendar.current
+        let now = Date()
+        let startOfMonth = calendar.date(from: calendar.dateComponents([.year, .month], from: now)) ?? now
+        return transactions
+            .filter { $0.type == .income && $0.date >= startOfMonth }
+            .reduce(0) { $0 + $1.amount }
+    }
+
+    var monthlyExpenses: Double {
+        let calendar = Calendar.current
+        let now = Date()
+        let startOfMonth = calendar.date(from: calendar.dateComponents([.year, .month], from: now)) ?? now
+        return transactions
+            .filter { $0.type == .expense && $0.date >= startOfMonth }
+            .reduce(0) { $0 + $1.amount }
+    }
+
+    private init(stack: CoreDataStack = .shared) {
+        self.stack = stack
+        loadData()
+    }
+
+    // MARK: - Data Loading
+
+    func loadData() {
+        fetchAccounts()
+        fetchTransactions()
+        fetchBudgets()
+        fetchGoals()
+        fetchBills()
+        fetchCategories()
+        fetchInsights()
+
+        // Pre-seed categories from AppConfig on first launch (empty DB)
+        if categories.isEmpty {
+            seedDefaultCategories()
+            fetchCategories()
+        }
+    }
+
+    // MARK: - Account Operations
+
+    func getAccounts() -> [Account] {
+        accounts
+    }
+
+    func getAccount(id: String) -> Account? {
+        accounts.first { $0.id == id }
+    }
+
+    // MARK: - Transaction Operations
+
+    func getTransactions() -> [Transaction] {
+        transactions
+    }
+
+    func getTransactions(for accountId: String) -> [Transaction] {
+        transactions.filter { $0.accountId == accountId }
+    }
+
+    func addTransaction(_ transaction: Transaction) {
+        let entity = TransactionEntity(context: context)
+        entity.update(from: transaction)
+        stack.save()
+        fetchTransactions()
+        updateAccountBalance(accountId: transaction.accountId)
+    }
+
+    func updateTransaction(_ transaction: Transaction) {
+        guard let entity = fetchTransactionEntity(byId: transaction.id) else { return }
+        let oldAccountId = entity.accountId
+        entity.update(from: transaction)
+        stack.save()
+        fetchTransactions()
+        if oldAccountId != transaction.accountId {
+            updateAccountBalance(accountId: oldAccountId)
+        }
+        updateAccountBalance(accountId: transaction.accountId)
+    }
+
+    func deleteTransaction(id: String) {
+        guard let entity = fetchTransactionEntity(byId: id) else { return }
+        let accountId = entity.accountId
+        context.delete(entity)
+        stack.save()
+        fetchTransactions()
+        updateAccountBalance(accountId: accountId)
+    }
+
+    // MARK: - Budget Operations
+
+    func getBudgets() -> [Budget] {
+        budgets
+    }
+
+    func getBudget(id: String) -> Budget? {
+        budgets.first { $0.id == id }
+    }
+
+    func addBudget(_ budget: Budget) {
+        let entity = BudgetEntity(context: context)
+        entity.update(from: budget)
+        stack.save()
+        fetchBudgets()
+    }
+
+    func updateBudget(_ budget: Budget) {
+        guard let entity = fetchBudgetEntity(byId: budget.id) else { return }
+        entity.update(from: budget)
+        stack.save()
+        fetchBudgets()
+    }
+
+    func deleteBudget(id: String) {
+        guard let entity = fetchBudgetEntity(byId: id) else { return }
+        context.delete(entity)
+        stack.save()
+        fetchBudgets()
+    }
+
+    // MARK: - Goal Operations
+
+    func getGoals() -> [Goal] {
+        goals
+    }
+
+    func getGoal(id: String) -> Goal? {
+        goals.first { $0.id == id }
+    }
+
+    func addGoal(_ goal: Goal) {
+        let entity = GoalEntity(context: context)
+        entity.update(from: goal)
+        stack.save()
+        fetchGoals()
+    }
+
+    func updateGoal(_ goal: Goal) {
+        guard let entity = fetchGoalEntity(byId: goal.id) else { return }
+        entity.update(from: goal)
+        stack.save()
+        fetchGoals()
+    }
+
+    func deleteGoal(id: String) {
+        guard let entity = fetchGoalEntity(byId: id) else { return }
+        context.delete(entity)
+        stack.save()
+        fetchGoals()
+    }
+
+    func updateGoalAmount(_ goalId: String, amount: Double) {
+        guard let entity = fetchGoalEntity(byId: goalId) else { return }
+        entity.currentAmount = amount
+        stack.save()
+        fetchGoals()
+    }
+
+    // MARK: - Bill Operations
+
+    func markBillAsPaid(_ billId: String) {
+        // Bills are not persisted in Core Data yet, no-op
+    }
+
+    // MARK: - Account Operations
+
+    func addAccount(_ account: Account) {
+        let entity = AccountEntity(context: context)
+        entity.update(from: account)
+        stack.save()
+        fetchAccounts()
+    }
+
+    func updateAccount(_ account: Account) {
+        guard let entity = fetchAccountEntity(byId: account.id) else { return }
+        entity.update(from: account)
+        stack.save()
+        fetchAccounts()
+    }
+
+    // MARK: - Category Operations
+
+    func getCategories() -> [Category] {
+        categories
+    }
+
+    func getCategory(id: String) -> Category? {
+        categories.first { $0.id == id }
+    }
+
+    // MARK: - Query Operations
+
+    func getTransactionsByCategory(categoryId: String) -> [Transaction] {
+        transactions.filter { $0.category == categoryId }
+    }
+
+    func getTransactionsByDateRange(start: Date, end: Date) -> [Transaction] {
+        transactions.filter { $0.date >= start && $0.date <= end }
+    }
+
+    // MARK: - Analytics Operations
+
+    func getBalance() -> Double {
+        totalBalance
+    }
+
+    func getTotalIncome() -> Double {
+        transactions.filter { $0.type == .income }.reduce(0) { $0 + $1.amount }
+    }
+
+    func getTotalExpenses() -> Double {
+        transactions.filter { $0.type == .expense }.reduce(0) { $0 + $1.amount }
+    }
+
+    func getBudgetProgress(budgetId: String) -> Double {
+        guard let budget = budgets.first(where: { $0.id == budgetId }) else { return 0 }
+        return budget.progress
+    }
+
+    func getGoalProgress(goalId: String) -> Double {
+        guard let goal = goals.first(where: { $0.id == goalId }) else { return 0 }
+        return goal.progress
+    }
+
+    // MARK: - Reset
+
+    func reset() {
+        // Delete all entities
+        let entities = ["AccountEntity", "TransactionEntity", "BudgetEntity", "GoalEntity", "BillEntity", "CategoryEntity", "InsightEntity"]
+        for entityName in entities {
+            let request = NSFetchRequest<NSFetchRequestResult>(entityName: entityName)
+            let deleteRequest = NSBatchDeleteRequest(fetchRequest: request)
+            _ = try? context.execute(deleteRequest)
+        }
+        stack.save()
+        loadData()
+    }
+
+    // MARK: - Private Fetch Helpers
+
+    private func fetchAccounts() {
+        let request = NSFetchRequest<AccountEntity>(entityName: "AccountEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "name", ascending: true)]
+        do {
+            let entities = try context.fetch(request)
+            accounts = entities.map { $0.toAccount() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch accounts: \(error.localizedDescription)")
+        }
+    }
+
+    private func fetchTransactions() {
+        let request = NSFetchRequest<TransactionEntity>(entityName: "TransactionEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "date", ascending: false)]
+        do {
+            let entities = try context.fetch(request)
+            transactions = entities.map { $0.toTransaction() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch transactions: \(error.localizedDescription)")
+        }
+    }
+
+    private func fetchBudgets() {
+        let request = NSFetchRequest<BudgetEntity>(entityName: "BudgetEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "category", ascending: true)]
+        do {
+            let entities = try context.fetch(request)
+            budgets = entities.map { $0.toBudget() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch budgets: \(error.localizedDescription)")
+        }
+    }
+
+    private func fetchGoals() {
+        let request = NSFetchRequest<GoalEntity>(entityName: "GoalEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "createdAt", ascending: false)]
+        do {
+            let entities = try context.fetch(request)
+            goals = entities.map { $0.toGoal() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch goals: \(error.localizedDescription)")
+        }
+    }
+
+    private func fetchBills() {
+        let request = NSFetchRequest<BillEntity>(entityName: "BillEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "dueDate", ascending: true)]
+        do {
+            let entities = try context.fetch(request)
+            bills = entities.map { $0.toBill() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch bills: \(error.localizedDescription)")
+        }
+    }
+
+    private func fetchCategories() {
+        let request = NSFetchRequest<CategoryEntity>(entityName: "CategoryEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "name", ascending: true)]
+        do {
+            let entities = try context.fetch(request)
+            categories = entities.map { $0.toCategory() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch categories: \(error.localizedDescription)")
+        }
+    }
+
+    private func fetchInsights() {
+        let request = NSFetchRequest<InsightEntity>(entityName: "InsightEntity")
+        request.sortDescriptors = [NSSortDescriptor(key: "date", ascending: false)]
+        do {
+            let entities = try context.fetch(request)
+            insights = entities.map { $0.toInsight() }
+        } catch {
+            print("[LocalStorageProvider] Failed to fetch insights: \(error.localizedDescription)")
+        }
+    }
+
+    // MARK: - Entity Fetch Helpers
+
+    private func fetchAccountEntity(byId id: String) -> AccountEntity? {
+        let request = NSFetchRequest<AccountEntity>(entityName: "AccountEntity")
+        request.predicate = NSPredicate(format: "id == %@", id)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    private func fetchTransactionEntity(byId id: String) -> TransactionEntity? {
+        let request = NSFetchRequest<TransactionEntity>(entityName: "TransactionEntity")
+        request.predicate = NSPredicate(format: "id == %@", id)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    private func fetchBudgetEntity(byId id: String) -> BudgetEntity? {
+        let request = NSFetchRequest<BudgetEntity>(entityName: "BudgetEntity")
+        request.predicate = NSPredicate(format: "id == %@", id)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    private func fetchGoalEntity(byId id: String) -> GoalEntity? {
+        let request = NSFetchRequest<GoalEntity>(entityName: "GoalEntity")
+        request.predicate = NSPredicate(format: "id == %@", id)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    // MARK: - Seeding
+
+    /// Seeds default categories from AppConfig on first launch.
+    private func seedDefaultCategories() {
+        var index = 0
+        for cat in AppConfig.expenseCategories {
+            let entity = CategoryEntity(context: context)
+            entity.id = "cat-expense-\(index)"
+            entity.name = cat.name
+            entity.icon = cat.icon
+            entity.colorHex = cat.color.hexString
+            index += 1
+        }
+        for cat in AppConfig.incomeCategories {
+            let entity = CategoryEntity(context: context)
+            entity.id = "cat-income-\(index)"
+            entity.name = cat.name
+            entity.icon = cat.icon
+            entity.colorHex = cat.color.hexString
+            index += 1
+        }
+        stack.save()
+    }
+
+    // MARK: - Helper Methods
+
+    private func updateAccountBalance(accountId: String) {
+        guard let accountEntity = fetchAccountEntity(byId: accountId) else { return }
+        let accountTransactions = transactions.filter { $0.accountId == accountId }
+        var balance: Double = 0
+        for transaction in accountTransactions {
+            if transaction.type == .income {
+                balance += transaction.amount
+            } else if transaction.type == .expense {
+                balance -= transaction.amount
+            }
+        }
+        accountEntity.balance = balance
+        accountEntity.lastUpdated = Date()
+        stack.save()
+        fetchAccounts()
+    }
+}

package/templates/ios/FinanceTemplate/FinanceTemplate/Data/LocalStorage/TransactionEntity.swift

@@ -0,0 +1,60 @@
+import CoreData
+import Foundation
+import SwiftUI
+
+/// Core Data managed object for Transaction persistence.
+@objc(TransactionEntity)
+final class TransactionEntity: NSManagedObject {
+    @NSManaged var id: String
+    @NSManaged var title: String
+    @NSManaged var amount: Double
+    @NSManaged var type: String
+    @NSManaged var category: String
+    @NSManaged var categoryIcon: String
+    @NSManaged var categoryColorHex: String
+    @NSManaged var date: Date
+    @NSManaged var accountId: String
+    @NSManaged var merchant: String?
+    @NSManaged var notes: String?
+    @NSManaged var location: String?
+    @NSManaged var isRecurring: Bool
+    @NSManaged var attachmentURL: String?
+
+    // MARK: - Conversion
+
+    func toTransaction() -> Transaction {
+        Transaction(
+            id: id,
+            title: title,
+            amount: amount,
+            type: TransactionType(rawValue: type) ?? .expense,
+            category: category,
+            categoryIcon: categoryIcon,
+            categoryColor: Color(hex: categoryColorHex),
+            date: date,
+            accountId: accountId,
+            merchant: merchant,
+            notes: notes,
+            location: location,
+            isRecurring: isRecurring,
+            attachmentURL: attachmentURL
+        )
+    }
+
+    func update(from transaction: Transaction) {
+        id = transaction.id
+        title = transaction.title
+        amount = transaction.amount
+        type = transaction.type.rawValue
+        category = transaction.category
+        categoryIcon = transaction.categoryIcon
+        categoryColorHex = transaction.categoryColor.hexString
+        date = transaction.date
+        accountId = transaction.accountId
+        merchant = transaction.merchant
+        notes = transaction.notes
+        location = transaction.location
+        isRecurring = transaction.isRecurring
+        attachmentURL = transaction.attachmentURL
+    }
+}

package/templates/ios/FinanceTemplate/FinanceTemplate/Data/SyncManager.swift

@@ -49,7 +49,7 @@ class SyncManager: ObservableObject {
     }
     
     func deleteTransaction(_ transactionId: String) {
-        store.deleteTransaction(transactionId)
+        store.deleteTransaction(id: transactionId)
         enqueue(DataOperation(entityType: "transaction", action: .delete, entityId: transactionId))
         Task { await processQueueIfOnline() }
     }
@@ -67,7 +67,7 @@ class SyncManager: ObservableObject {
     }
     
     func deleteBudget(_ budgetId: String) {
-        store.deleteBudget(budgetId)
+        store.deleteBudget(id: budgetId)
         enqueue(DataOperation(entityType: "budget", action: .delete, entityId: budgetId))
         Task { await processQueueIfOnline() }
     }
@@ -85,7 +85,7 @@ class SyncManager: ObservableObject {
     }
     
     func deleteGoal(_ goalId: String) {
-        store.deleteGoal(goalId)
+        store.deleteGoal(id: goalId)
         enqueue(DataOperation(entityType: "goal", action: .delete, entityId: goalId))
         Task { await processQueueIfOnline() }
     }

package/templates/ios/FinanceTemplate/FinanceTemplate/Features/Budgets/BudgetsView.swift

@@ -24,9 +24,16 @@ struct BudgetsView: View {
                         Text("Categories")
                             .font(.headline)
                         
-                        ForEach(Array(budgets.enumerated()), id: \.element.id) { index, budget in
-                            BudgetCard(budget: budget)
-                                .accessibilityIdentifier("budgets_budget_\(index)_card")
+                        if budgets.isEmpty {
+                            EmptyStateView(config: .noItems(
+                                message: "No budgets set up yet",
+                                onAdd: { showingAddBudget = true }
+                            ))
+                        } else {
+                            ForEach(Array(budgets.enumerated()), id: \.element.id) { index, budget in
+                                BudgetCard(budget: budget)
+                                    .accessibilityIdentifier("budgets_budget_\(index)_card")
+                            }
                         }
                     }
                 }

package/templates/ios/FinanceTemplate/FinanceTemplate/Features/Goals/GoalsView.swift

@@ -22,10 +22,17 @@ struct GoalsView: View {
                         Text("Your Goals")
                             .font(.headline)
                         
-                        ForEach(Array(goals.enumerated()), id: \.element.id) { index, goal in
-                            GoalCard(goal: goal)
-                                .onTapGesture { selectedGoal = goal }
-                                .accessibilityIdentifier("goals_goal_\(index)_card")
+                        if goals.isEmpty {
+                            EmptyStateView(config: .noItems(
+                                message: "No goals set up yet",
+                                onAdd: { showingAddGoal = true }
+                            ))
+                        } else {
+                            ForEach(Array(goals.enumerated()), id: \.element.id) { index, goal in
+                                GoalCard(goal: goal)
+                                    .onTapGesture { selectedGoal = goal }
+                                    .accessibilityIdentifier("goals_goal_\(index)_card")
+                            }
                         }
                     }
                 }

package/templates/ios/FinanceTemplate/FinanceTemplate/MockData/MockDataProvider.swift

@@ -454,8 +454,8 @@ class MockDataProvider: ObservableObject, DataRepository {
         }
     }
     
-    func deleteTransaction(_ transactionId: String) {
-        if let idx = transactions.firstIndex(where: { $0.id == transactionId }) {
+    func deleteTransaction(id: String) {
+        if let idx = transactions.firstIndex(where: { $0.id == id }) {
             let transaction = transactions[idx]
             transactions.remove(at: idx)
             
@@ -484,8 +484,8 @@ class MockDataProvider: ObservableObject, DataRepository {
         }
     }
     
-    func deleteBudget(_ budgetId: String) {
-        budgets.removeAll { $0.id == budgetId }
+    func deleteBudget(id: String) {
+        budgets.removeAll { $0.id == id }
         LocalPersistence.save(budgets, filename: Self.budgetsKey)
     }
     
@@ -501,8 +501,8 @@ class MockDataProvider: ObservableObject, DataRepository {
         }
     }
     
-    func deleteGoal(_ goalId: String) {
-        goals.removeAll { $0.id == goalId }
+    func deleteGoal(id: String) {
+        goals.removeAll { $0.id == id }
         LocalPersistence.save(goals, filename: Self.goalsKey)
     }
     

package/templates/ios/FinanceTemplate/FinanceTemplate/Models/Models.swift

@@ -590,6 +590,47 @@ extension CategorySpending: Codable {
     }
 }
 
+// MARK: - Category
+struct Category: Identifiable, Codable, Hashable {
+    let id: String
+    var name: String
+    var icon: String
+    var color: Color
+    
+    init(id: String = UUID().uuidString, name: String, icon: String, color: Color) {
+        self.id = id
+        self.name = name
+        self.icon = icon
+        self.color = color
+    }
+}
+
+extension Category {
+    enum CodingKeys: String, CodingKey {
+        case id, name, icon, colorHex
+    }
+    
+    init(from decoder: Decoder) throws {
+        let container = try decoder.container(keyedBy: CodingKeys.self)
+        id = try container.decode(String.self, forKey: .id)
+        name = try container.decode(String.self, forKey: .name)
+        icon = try container.decode(String.self, forKey: .icon)
+        let hex = try container.decode(String.self, forKey: .colorHex)
+        color = Color(hex: hex)
+    }
+    
+    func encode(to encoder: Encoder) throws {
+        var container = encoder.container(keyedBy: CodingKeys.self)
+        try container.encode(id, forKey: .id)
+        try container.encode(name, forKey: .name)
+        try container.encode(icon, forKey: .icon)
+        try container.encode(color.hexString, forKey: .colorHex)
+    }
+}
+
+// MARK: - Insight Typealias
+typealias Insight = SpendingInsight
+
 // MARK: - Color Hex String Extension
 extension Color {
     var hexString: String {