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feat: getting matched transactiosn from multi uncategorized transactions

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This commit is contained in:
Ahmed Bouhuolia
2024-08-01 12:11:40 +02:00
parent f5e18fc1fe
commit 47dd767b3a
5 changed files with 51 additions and 31 deletions
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29
packages/server/src/services/Banking/Matching/_utils.ts
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@@ -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),
});
}
};