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feat: bulk categorizing bank transactions

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This commit is contained in:
Ahmed Bouhuolia
2024-07-18 17:00:23 +02:00
parent 51471ed000
commit 449390143d
18 changed files with 335 additions and 126 deletions
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39
packages/server/src/services/Cashflow/utils.ts
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@@ -1,7 +1,9 @@
import { upperFirst, camelCase } from 'lodash';
import { upperFirst, camelCase, first, sum, sumBy } from 'lodash';
import {
CASHFLOW_DIRECTION,
CASHFLOW_TRANSACTION_TYPE,
CASHFLOW_TRANSACTION_TYPE_META,
ERRORS,
ICashflowTransactionTypeMeta,
} from './constants';
import {
@@ -9,6 +11,8 @@ import {
ICategorizeCashflowTransactioDTO,
IUncategorizedCashflowTransaction,
} from '@/interfaces';
import { UncategorizeCashflowTransaction } from './UncategorizeCashflowTransaction';
import { ServiceError } from '@/exceptions';
/**
* Ensures the given transaction type to transformed to appropriate format.
@@ -27,7 +31,9 @@ export const transformCashflowTransactionType = (type) => {
export function getCashflowTransactionType(
transactionType: CASHFLOW_TRANSACTION_TYPE
): ICashflowTransactionTypeMeta {
return CASHFLOW_TRANSACTION_TYPE_META[transactionType];
const _transactionType = transformCashflowTransactionType(transactionType);
return CASHFLOW_TRANSACTION_TYPE_META[_transactionType];
}
/**
@@ -46,22 +52,35 @@ export const getCashflowAccountTransactionsTypes = () => {
* @returns {ICashflowNewCommandDTO}
*/
export const transformCategorizeTransToCashflow = (
uncategorizeModel: IUncategorizedCashflowTransaction,
uncategorizeTransactions: Array<IUncategorizedCashflowTransaction>,
categorizeDTO: ICategorizeCashflowTransactioDTO
): ICashflowNewCommandDTO => {
const uncategorizeTransaction = first(uncategorizeTransactions);
const amount = sumBy(uncategorizeTransactions, 'amount');
const amountAbs = Math.abs(amount);
return {
date: uncategorizeModel.date,
referenceNo: categorizeDTO.referenceNo || uncategorizeModel.referenceNo,
description: categorizeDTO.description || uncategorizeModel.description,
cashflowAccountId: uncategorizeModel.accountId,
date: categorizeDTO.date,
referenceNo: categorizeDTO.referenceNo,
description: categorizeDTO.description,
cashflowAccountId: uncategorizeTransaction.accountId,
creditAccountId: categorizeDTO.creditAccountId,
exchangeRate: categorizeDTO.exchangeRate || 1,
currencyCode: uncategorizeModel.currencyCode,
amount: uncategorizeModel.amount,
currencyCode: categorizeDTO.currencyCode,
amount: amountAbs,
transactionNumber: categorizeDTO.transactionNumber,
transactionType: categorizeDTO.transactionType,
uncategorizedTransactionId: uncategorizeModel.id,
branchId: categorizeDTO?.branchId,
publish: true,
};
};
export const validateUncategorizedTransactionsNotExcluded = (
transactions: Array<UncategorizeCashflowTransaction>
) => {
const excluded = transactions.filter((tran) => tran.excluded);
if (excluded?.length > 0) {
throw new ServiceError(ERRORS.CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION);
}
};