feat: wip categorized transactions

packages/server/src/services/Banking/Plaid/PlaidSyncDB.ts

@@ -90,7 +90,7 @@ export class PlaidSyncDb {
           tenantId,
           uncategoriedDTO
         ),
-      { concurrency: CONCURRENCY_ASYNC }
+      { concurrency: 1 }
     );
   }
 

packages/server/src/services/Banking/Plaid/utils.ts

@@ -44,8 +44,9 @@ export const transformPlaidTrxsToCashflowCreate = R.curry(
   ): CreateUncategorizedTransactionDTO => {
     return {
       date: plaidTranasction.date,
-      description: plaidTranasction.name,
       amount: plaidTranasction.amount,
+      description: plaidTranasction.name,
+      payee: plaidTranasction.payment_meta?.payee,
       currencyCode: plaidTranasction.iso_currency_code,
       accountId: cashflowAccountId,
       referenceNo: plaidTranasction.payment_meta?.reference_number,

packages/server/src/services/Cashflow/CreateUncategorizedTransaction.ts

@@ -1,6 +1,6 @@
 import { Inject, Service } from 'typedi';
 import HasTenancyService from '../Tenancy/TenancyService';
-import UnitOfWork from '../UnitOfWork';
+import UnitOfWork, { IsolationLevel } from '../UnitOfWork';
 import { Knex } from 'knex';
 import { CreateUncategorizedTransactionDTO } from '@/interfaces';
 
@@ -21,15 +21,20 @@ export class CreateUncategorizedTransaction {
     tenantId: number,
     createDTO: CreateUncategorizedTransactionDTO
   ) {
-    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+    const { UncategorizedCashflowTransaction, Account } =
+      this.tenancy.models(tenantId);
 
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      const transaction = await UncategorizedCashflowTransaction.query(
-        trx
-      ).insertAndFetch({
-        ...createDTO,
-      });
-      return transaction;
-    });
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        const transaction = await UncategorizedCashflowTransaction.query(
+          trx
+        ).insertAndFetch({
+          ...createDTO,
+        });
+        
+        return transaction;
+      },
+    );
   }
 }

packages/server/src/services/Cashflow/UncategorizedTransactionTransformer.ts

@@ -29,9 +29,12 @@ export class UncategorizedTransactionTransformer extends Transformer {
    * @returns {string}
    */
   protected formattetDepositAmount(transaction) {
-    return formatNumber(transaction.deposit, {
-      currencyCode: transaction.currencyCode,
-    });
+    if (transaction.isDepositTransaction) {
+      return formatNumber(transaction.deposit, {
+        currencyCode: transaction.currencyCode,
+      });
+    }
+    return '';
   }
 
   /**
@@ -40,8 +43,11 @@ export class UncategorizedTransactionTransformer extends Transformer {
    * @returns {string}
    */
   protected formattedWithdrawalAmount(transaction) {
-    return formatNumber(transaction.withdrawal, {
-      currencyCode: transaction.currencyCode,
-    });
+    if (transaction.isWithdrawalTransaction) {
+      return formatNumber(transaction.withdrawal, {
+        currencyCode: transaction.currencyCode,
+      });
+    }
+    return '';
   }
 }