feat: auto recognize uncategorized transactions

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

@@ -0,0 +1,104 @@
+import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
+import {
+  BankRuleApplyIfTransactionType,
+  BankRuleConditionComparator,
+  BankRuleConditionType,
+  IBankRule,
+  IBankRuleCondition,
+} from '../Rules/types';
+import { BankRule } from '@/models/BankRule';
+
+const conditionsMatch = (
+  transaction: UncategorizedCashflowTransaction,
+  conditions: IBankRuleCondition[],
+  conditionsType: BankRuleConditionType = BankRuleConditionType.And
+) => {
+  const method =
+    conditionsType === BankRuleConditionType.And ? 'every' : 'some';
+
+  return conditions[method]((condition) => {
+    switch (determineFieldType(condition.field)) {
+      case 'number':
+        return matchNumberCondition(transaction, condition);
+      case 'text':
+        return matchTextCondition(transaction, condition);
+      default:
+        return false;
+    }
+  });
+};
+
+const matchNumberCondition = (
+  transaction: UncategorizedCashflowTransaction,
+  condition: IBankRuleCondition
+) => {
+  switch (condition.comparator) {
+    case BankRuleConditionComparator.Equals:
+      return transaction[condition.field] === condition.value;
+    case BankRuleConditionComparator.Contains:
+      return transaction[condition.field]
+        ?.toString()
+        .includes(condition.value.toString());
+    case BankRuleConditionComparator.NotContain:
+      return !transaction[condition.field]
+        ?.toString()
+        .includes(condition.value.toString());
+    default:
+      return false;
+  }
+};
+
+const matchTextCondition = (
+  transaction: UncategorizedCashflowTransaction,
+  condition: IBankRuleCondition
+) => {
+  switch (condition.comparator) {
+    case BankRuleConditionComparator.Equals:
+      return transaction[condition.field] === condition.value;
+    case BankRuleConditionComparator.Contains:
+      return transaction[condition.field]?.includes(condition.value.toString());
+    case BankRuleConditionComparator.NotContain:
+      return !transaction[condition.field]?.includes(
+        condition.value.toString()
+      );
+    default:
+      return false;
+  }
+};
+
+const matchTransactionType = (
+  bankRule: BankRule,
+  transaction: UncategorizedCashflowTransaction
+): boolean => {
+  return (
+    (transaction.isDepositTransaction &&
+      bankRule.applyIfTransactionType ===
+        BankRuleApplyIfTransactionType.Deposit) ||
+    (transaction.isWithdrawalTransaction &&
+      bankRule.applyIfTransactionType ===
+        BankRuleApplyIfTransactionType.Withdrawal)
+  );
+};
+
+export const bankRulesMatchTransaction = (
+  transaction: UncategorizedCashflowTransaction,
+  bankRules: IBankRule[]
+) => {
+  return bankRules.find((rule) => {
+    return (
+      matchTransactionType(rule, transaction) &&
+      conditionsMatch(transaction, rule.conditions, rule.conditionsType)
+    );
+  });
+};
+
+const determineFieldType = (field: string): string => {
+  switch (field) {
+    case 'amount':
+      return 'number';
+    case 'description':
+      return 'text';
+    default:
+      return 'unknown';
+  }
+};