feat: bulk categorize and match bank transactions

2026-02-17 21:30:31 +00:00 · 2024-07-18 19:41:23 +02:00
parent 449390143d
commit 6fb02f9869
11 changed files with 238 additions and 134 deletions
--- a/packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/hooks.tsx
+++ b/packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/hooks.tsx
@@ -0,0 +1,143 @@
+// @ts-nocheck
+import React from 'react';
+import intl from 'react-intl-universal';
+import {
+  Checkbox,
+  Intent,
+  PopoverInteractionKind,
+  Position,
+  Tag,
+  Tooltip,
+} from '@blueprintjs/core';
+import {
+  useAddTransactionsToCategorizeSelected,
+  useRemoveTransactionsToCategorizeSelected,
+} from '@/hooks/state/banking';
+import { Box, Icon } from '@/components';
+import styles from './AccountTransactionsUncategorizedTable.module.scss';
+
+function statusAccessor(transaction) {
+  return transaction.is_recognized ? (
+    <Tooltip
+      // compact
+      interactionKind={PopoverInteractionKind.HOVER}
+      position={Position.RIGHT}
+      content={
+        <Box>
+          <span>{transaction.assigned_category_formatted}</span>
+          <Icon
+            icon={'arrowRight'}
+            color={'#8F99A8'}
+            iconSize={12}
+            style={{ marginLeft: 8, marginRight: 8 }}
+          />
+          <span>{transaction.assigned_account_name}</span>
+        </Box>
+      }
+    >
+      <Box>
+        <Tag intent={Intent.SUCCESS} interactive>
+          Recognized
+        </Tag>
+      </Box>
+    </Tooltip>
+  ) : null;
+}
+
+/**
+ * Retrieve account uncategorized transctions table columns.
+ */
+export function useAccountUncategorizedTransactionsColumns() {
+  const addTransactionsToCategorizeSelected =
+    useAddTransactionsToCategorizeSelected();
+
+  const removeTransactionsToCategorizeSelected =
+    useRemoveTransactionsToCategorizeSelected();
+
+  const handleChange = (value) => (event) => {
+    if (event.currentTarget.checked) {
+      addTransactionsToCategorizeSelected(value.id);
+    } else {
+      removeTransactionsToCategorizeSelected(value.id);
+    }
+  };
+
+  return React.useMemo(
+    () => [
+      {
+        id: 'date',
+        Header: intl.get('date'),
+        accessor: 'formatted_date',
+        width: 40,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'description',
+        Header: 'Description',
+        accessor: 'description',
+        width: 160,
+        textOverview: true,
+        clickable: true,
+      },
+      {
+        id: 'payee',
+        Header: 'Payee',
+        accessor: 'payee',
+        width: 60,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'reference_number',
+        Header: 'Ref.#',
+        accessor: 'reference_no',
+        width: 50,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'status',
+        Header: 'Status',
+        accessor: statusAccessor,
+      },
+      {
+        id: 'deposit',
+        Header: intl.get('cash_flow.label.deposit'),
+        accessor: 'formatted_deposit_amount',
+        width: 40,
+        className: 'deposit',
+        textOverview: true,
+        align: 'right',
+        clickable: true,
+      },
+      {
+        id: 'withdrawal',
+        Header: intl.get('cash_flow.label.withdrawal'),
+        accessor: 'formatted_withdrawal_amount',
+        className: 'withdrawal',
+        width: 40,
+        textOverview: true,
+        align: 'right',
+        clickable: true,
+      },
+      {
+        id: 'categorize_include',
+        Header: '',
+        accessor: (value) => (
+          <Checkbox
+            large
+            onChange={handleChange(value)}
+            className={styles.categorizeCheckbox}
+          />
+        ),
+        width: 10,
+        minWidth: 10,
+        maxWidth: 10,
+        align: 'right',
+        className: 'categorize_include',
+      },
+    ],
+    [],
+  );
+}