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CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

Build Commands

# Build the app
swift build

# Run the app
swift run

# Build for release
swift build -c release

# Install to /Applications (after release build)
cp .build/release/FinansApp FinansApp.app/Contents/MacOS/FinansApp
cp -r FinansApp.app /Applications/

Requirements

  • macOS 14+ (Sonoma)
  • Swift 5.9+
  • No external dependencies (uses system SQLite3 and Swift Charts)

Architecture

FinansApp is a macOS personal finance application built with SwiftUI. It parses credit card statements (PDF) using AI (OpenAI or Google Gemini) and provides spending analytics.

Core Components

AppState (Services/AppState.swift)

  • Central state management using @MainActor and @ObservableObject
  • Coordinates all data operations between UI and services
  • Handles PDF parsing workflow with AI providers

DatabaseService (Services/DatabaseService.swift)

  • SQLite-based local storage (singleton pattern)
  • Tables: cards, statements, transactions, categories
  • Located at ~/Library/Application Support/FinansApp/finans.db

AI Services (Services/OpenAIService.swift, Services/GeminiService.swift)

  • Parse PDF statements into structured data (ParsedStatement)
  • Extract card info, statement details, and categorized transactions
  • API keys stored in UserDefaults

Data Flow

  1. User uploads PDF → AI service extracts ParsedStatement
  2. AppState creates/finds Card, creates Statement, creates Transactions
  3. DatabaseService persists all data
  4. Views observe AppState for updates

Navigation Structure

ContentView uses NavigationSplitView with sidebar navigation:

  • Dashboard (charts, stats)
  • Statements (PDF uploads)
  • Transactions (list with bulk category editing)
  • Cards (manage credit cards)
  • Comparison (month-to-month analysis)
  • AI Insights
  • Settings

Key Models (Models/Models.swift)

  • Card, Statement, Transaction - Core data models (Codable)
  • Category - Spending categories with custom category support
  • DateFilter - Flexible date range filtering
  • NavigationItem - Sidebar navigation enum

Localization

UI is in Turkish. Currency format: TRY (₺).

Important Patterns

  • Sheet presentation: Use sheet(item:) pattern instead of sheet(isPresented:) when passing data to sheets
  • Chart interaction: Use chartOverlay with GeometryReader for hover detection (not chartAngleSelection)
  • Bulk operations: DatabaseService has optimized bulk methods (updateTransactionsCategoryBulk, deleteTransactionsBulk)
  • Color extension: Color(hex:) is defined in DashboardView.swift - don't duplicate