feat: getting matched transactiosn from multi uncategorized transactions

packages/server/src/api/controllers/Cashflow/GetCashflowTransaction.ts

@@ -1,6 +1,6 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param } from 'express-validator';
+import { param, query } from 'express-validator';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
@@ -24,7 +24,12 @@ export default class GetCashflowAccounts extends BaseController {
     const router = Router();
 
     router.get(
-      '/transactions/:transactionId/matches',
+      '/transactions/matches',
+      [
+        query('uncategorizeTransactionsIds').exists().isArray({ min: 1 }),
+        query('uncategorizeTransactionsIds.*').exists().isNumeric().toInt(),
+      ],
+      this.validationResult,
       this.getMatchedTransactions.bind(this)
     );
     router.get(
@@ -76,14 +81,15 @@ export default class GetCashflowAccounts extends BaseController {
     next: NextFunction
   ) {
     const { tenantId } = req;
-    const { transactionId } = req.params;
+    const uncategorizeTransactionsIds: Array<number> =
+      req.query.uncategorizeTransactionsIds;
     const filter = this.matchedQueryData(req) as GetMatchedTransactionsFilter;
 
     try {
       const data =
         await this.bankTransactionsMatchingApp.getMatchedTransactions(
           tenantId,
-          transactionId,
+          uncategorizeTransactionsIds,
           filter
         );
       return res.status(200).send(data);

packages/server/src/services/Banking/Matching/GetMatchedTransactions.ts

@@ -1,6 +1,7 @@
 import { Inject, Service } from 'typedi';
 import * as R from 'ramda';
 import moment from 'moment';
+import { first, sumBy } from 'lodash';
 import { PromisePool } from '@supercharge/promise-pool';
 import { GetMatchedTransactionsFilter, MatchedTransactionsPOJO } from './types';
 import { GetMatchedTransactionsByExpenses } from './GetMatchedTransactionsByExpenses';
@@ -47,19 +48,20 @@ export class GetMatchedTransactions {
   /**
    * Retrieves the matched transactions.
    * @param {number} tenantId -
+   * @param {Array<number>} uncategorizedTransactionIds - Uncategorized transactions ids.
    * @param {GetMatchedTransactionsFilter} filter -
    * @returns {Promise<MatchedTransactionsPOJO>}
    */
   public async getMatchedTransactions(
     tenantId: number,
-    uncategorizedTransactionId: number,
+    uncategorizedTransactionIds: Array<number>,
     filter: GetMatchedTransactionsFilter
   ): Promise<MatchedTransactionsPOJO> {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
 
-    const uncategorizedTransaction =
+    const uncategorizedTransactions =
       await UncategorizedCashflowTransaction.query()
-        .findById(uncategorizedTransactionId)
+        .whereIn('id', uncategorizedTransactionIds)
         .throwIfNotFound();
 
     const filtered = filter.transactionType
@@ -71,9 +73,8 @@ export class GetMatchedTransactions {
       .process(async ({ type, service }) => {
         return service.getMatchedTransactions(tenantId, filter);
       });
-
     const { perfectMatches, possibleMatches } = this.groupMatchedResults(
-      uncategorizedTransaction,
+      uncategorizedTransactions,
       matchedTransactions
     );
     return {
@@ -90,20 +91,20 @@ export class GetMatchedTransactions {
    * @returns {MatchedTransactionsPOJO}
    */
   private groupMatchedResults(
-    uncategorizedTransaction,
+    uncategorizedTransactions: Array<any>,
     matchedTransactions
   ): MatchedTransactionsPOJO {
     const results = R.compose(R.flatten)(matchedTransactions?.results);
 
+    const firstUncategorized = first(uncategorizedTransactions);
+    const amount = sumBy(uncategorizedTransactions, 'amount');
+    const date = firstUncategorized.date;
+
     // Sort the results based on amount, date, and transaction type
-    const closestResullts = sortClosestMatchTransactions(
-      uncategorizedTransaction,
-      results
-    );
+    const closestResullts = sortClosestMatchTransactions(amount, date, results);
     const perfectMatches = R.filter(
       (match) =>
-        match.amount === uncategorizedTransaction.amount &&
-        moment(match.date).isSame(uncategorizedTransaction.date, 'day'),
+        match.amount === amount && moment(match.date).isSame(date, 'day'),
       closestResullts
     );
     const possibleMatches = R.difference(closestResullts, perfectMatches);

packages/server/src/services/Banking/Matching/MatchBankTransactionsApplication.ts

@@ -23,12 +23,12 @@ export class MatchBankTransactionsApplication {
    */
   public getMatchedTransactions(
     tenantId: number,
-    uncategorizedTransactionId: number,
+    uncategorizedTransactionsIds: Array<number>,
     filter: GetMatchedTransactionsFilter
   ) {
     return this.getMatchedTransactionsService.getMatchedTransactions(
       tenantId,
-      uncategorizedTransactionId,
+      uncategorizedTransactionsIds,
       filter
     );
   }

packages/server/src/services/Banking/Matching/MatchTransactions.ts

@@ -16,6 +16,7 @@ import { MatchTransactionsTypes } from './MatchTransactionsTypes';
 import { ServiceError } from '@/exceptions';
 import {
   sumMatchTranasctions,
+  sumUncategorizedTransactions,
   validateUncategorizedTransactionsExcluded,
   validateUncategorizedTransactionsNotMatched,
 } from './_utils';
@@ -95,11 +96,14 @@ export class MatchBankTransactions {
     const totalMatchedTranasctions = sumMatchTranasctions(
       validatationResult.results
     );
+    const totalUncategorizedTransactions = sumUncategorizedTransactions(
+      uncategorizedTransactions
+    );
     // Validates the total given matching transcations whether is not equal
     // uncategorized transaction amount.
-    // if (totalMatchedTranasctions !== uncategorizedTransaction.amount) {
-    //   throw new ServiceError(ERRORS.TOTAL_MATCHING_TRANSACTIONS_INVALID);
-    // }
+    if (totalUncategorizedTransactions === totalMatchedTranasctions) {
+      throw new ServiceError(ERRORS.TOTAL_MATCHING_TRANSACTIONS_INVALID);
+    }
   }
 
   /**

packages/server/src/services/Banking/Matching/_utils.ts

@@ -2,23 +2,22 @@ import moment from 'moment';
 import * as R from 'ramda';
 import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
 import { ERRORS, MatchedTransactionPOJO } from './types';
-import { isEmpty } from 'lodash';
+import { isEmpty, sumBy } from 'lodash';
 import { ServiceError } from '@/exceptions';
 
 export const sortClosestMatchTransactions = (
-  uncategorizedTransaction: UncategorizedCashflowTransaction,
+  amount: number,
+  date: Date,
   matches: MatchedTransactionPOJO[]
 ) => {
   return R.sortWith([
     // Sort by amount difference (closest to uncategorized transaction amount first)
     R.ascend((match: MatchedTransactionPOJO) =>
-      Math.abs(match.amount - uncategorizedTransaction.amount)
+      Math.abs(match.amount - amount)
     ),
     // Sort by date difference (closest to uncategorized transaction date first)
     R.ascend((match: MatchedTransactionPOJO) =>
-      Math.abs(
-        moment(match.date).diff(moment(uncategorizedTransaction.date), 'days')
-      )
+      Math.abs(moment(match.date).diff(moment(date), 'days'))
     ),
   ])(matches);
 };
@@ -32,15 +31,23 @@ export const sumMatchTranasctions = (transactions: Array<any>) => {
   );
 };
 
+export const sumUncategorizedTransactions = (
+  uncategorizedTransactions: Array<any>
+) => {
+  return sumBy(uncategorizedTransactions, 'amount');
+};
+
 export const validateUncategorizedTransactionsNotMatched = (
   uncategorizedTransactions: any
 ) => {
-  const isMatchedTransactions = uncategorizedTransactions.filter(
+  const matchedTransactions = uncategorizedTransactions.filter(
     (trans) => !isEmpty(trans.matchedBankTransactions)
   );
   //
-  if (isMatchedTransactions.length > 0) {
-    throw new ServiceError(ERRORS.TRANSACTION_ALREADY_MATCHED);
+  if (matchedTransactions.length > 0) {
+    throw new ServiceError(ERRORS.TRANSACTION_ALREADY_MATCHED, '', {
+      matchedTransactionsIds: matchedTransactions?.map((m) => m.id),
+    });
   }
 };
 
@@ -51,6 +58,8 @@ export const validateUncategorizedTransactionsExcluded = (
     (trans) => trans.excluded
   );
   if (excludedTransactions.length > 0) {
-    throw new ServiceError(ERRORS.CANNOT_MATCH_EXCLUDED_TRANSACTION);
+    throw new ServiceError(ERRORS.CANNOT_MATCH_EXCLUDED_TRANSACTION, '', {
+      excludedTransactionsIds: excludedTransactions.map((e) => e.id),
+    });
   }
 };