mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-17 13:20:31 +00:00
refactor(nestjs): banking module
This commit is contained in:
@@ -2,6 +2,8 @@ import { Inject, Injectable } from '@nestjs/common';
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import { GetPendingBankAccountTransactionTransformer } from './GetPendingBankAccountTransactionTransformer';
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import { UncategorizedBankTransaction } from '../models/UncategorizedBankTransaction';
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import { TransformerInjectable } from '@/modules/Transformer/TransformerInjectable.service';
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import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
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import { GetPendingTransactionsQueryDto } from '../dtos/GetPendingTransactionsQuery.dto';
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@Injectable()
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export class GetPendingBankAccountTransactions {
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@@ -9,40 +11,37 @@ export class GetPendingBankAccountTransactions {
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private readonly transformerService: TransformerInjectable,
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@Inject(UncategorizedBankTransaction.name)
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private readonly uncategorizedBankTransactionModel: typeof UncategorizedBankTransaction
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private readonly uncategorizedBankTransactionModel: TenantModelProxy<
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typeof UncategorizedBankTransaction
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>,
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) {}
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/**
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* Retrieves the given bank accounts pending transaction.
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* @param {GetPendingTransactionsQuery} filter - Pending transactions query.
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* @param {GetPendingTransactionsQueryDto} filter - Pending transactions query.
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*/
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async getPendingTransactions(filter?: GetPendingTransactionsQuery) {
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async getPendingTransactions(filter?: GetPendingTransactionsQueryDto) {
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const _filter = {
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page: 1,
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page: 1,
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pageSize: 20,
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...filter,
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};
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const { results, pagination } =
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await this.uncategorizedBankTransactionModel.query()
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await this.uncategorizedBankTransactionModel()
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.query()
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.onBuild((q) => {
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q.modify('pending');
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if (_filter?.accountId) {
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q.where('accountId', _filter.accountId);
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}
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})
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.pagination(_filter.page - 1, _filter.pageSize);
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if (_filter?.accountId) {
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q.where('accountId', _filter.accountId);
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}
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})
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.pagination(_filter.page - 1, _filter.pageSize);
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const data = await this.transformerService.transform(
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results,
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new GetPendingBankAccountTransactionTransformer()
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new GetPendingBankAccountTransactionTransformer(),
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);
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return { data, pagination };
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}
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}
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interface GetPendingTransactionsQuery {
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page?: number;
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pageSize?: number;
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accountId?: number;
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}
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@@ -1,39 +0,0 @@
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import { Inject, Injectable } from '@nestjs/common';
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import { GetRecognizedTransactionTransformer } from './GetRecognizedTransactionTransformer';
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import { TransformerInjectable } from '@/modules/Transformer/TransformerInjectable.service';
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import { UncategorizedBankTransaction } from '../models/UncategorizedBankTransaction';
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import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
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@Injectable()
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export class GetRecognizedTransactionService {
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constructor(
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private readonly transformer: TransformerInjectable,
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@Inject(UncategorizedBankTransaction.name)
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private readonly uncategorizedBankTransactionModel: TenantModelProxy<
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typeof UncategorizedBankTransaction
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>,
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) {}
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/**
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* Retrieves the recognized transaction of the given uncategorized transaction.
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* @param {number} tenantId
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* @param {number} uncategorizedTransactionId
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*/
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public async getRecognizedTransaction(uncategorizedTransactionId: number) {
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const uncategorizedTransaction =
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await this.uncategorizedBankTransactionModel()
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.query()
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.findById(uncategorizedTransactionId)
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.withGraphFetched('matchedBankTransactions')
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.withGraphFetched('recognizedTransaction.assignAccount')
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.withGraphFetched('recognizedTransaction.bankRule')
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.withGraphFetched('account')
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.throwIfNotFound();
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return this.transformer.transform(
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uncategorizedTransaction,
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new GetRecognizedTransactionTransformer(),
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);
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}
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}
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@@ -1,261 +0,0 @@
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import { Transformer } from "@/modules/Transformer/Transformer";
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export class GetRecognizedTransactionTransformer extends Transformer {
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/**
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* Include these attributes to sale credit note object.
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* @returns {Array}
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*/
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public includeAttributes = (): string[] => {
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return [
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'uncategorizedTransactionId',
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'referenceNo',
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'description',
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'payee',
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'amount',
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'formattedAmount',
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'date',
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'formattedDate',
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'assignedAccountId',
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'assignedAccountName',
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'assignedAccountCode',
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'assignedPayee',
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'assignedMemo',
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'assignedCategory',
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'assignedCategoryFormatted',
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'withdrawal',
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'deposit',
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'isDepositTransaction',
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'isWithdrawalTransaction',
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'formattedDepositAmount',
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'formattedWithdrawalAmount',
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'bankRuleId',
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'bankRuleName',
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];
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};
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/**
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* Exclude all attributes.
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* @returns {Array<string>}
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*/
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public excludeAttributes = (): string[] => {
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return ['*'];
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};
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/**
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* Get the uncategorized transaction id.
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* @param transaction
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* @returns {number}
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*/
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public uncategorizedTransactionId = (transaction): number => {
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return transaction.id;
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}
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/**
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* Get the reference number of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public referenceNo(transaction: any): string {
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return transaction.referenceNo;
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}
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/**
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* Get the description of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public description(transaction: any): string {
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return transaction.description;
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}
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/**
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* Get the payee of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public payee(transaction: any): string {
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return transaction.payee;
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}
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/**
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* Get the amount of the transaction.
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* @param {object} transaction
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* @returns {number}
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*/
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public amount(transaction: any): number {
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return transaction.amount;
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}
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/**
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* Get the formatted amount of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public formattedAmount(transaction: any): string {
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return this.formatNumber(transaction.formattedAmount, {
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money: true,
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});
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}
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/**
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* Get the date of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public date(transaction: any): string {
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return transaction.date;
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}
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/**
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* Get the formatted date of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public formattedDate(transaction: any): string {
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return this.formatDate(transaction.date);
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}
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/**
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* Get the assigned account ID of the transaction.
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* @param {object} transaction
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* @returns {number}
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*/
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public assignedAccountId(transaction: any): number {
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return transaction.recognizedTransaction.assignedAccountId;
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}
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/**
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* Get the assigned account name of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public assignedAccountName(transaction: any): string {
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return transaction.recognizedTransaction.assignAccount.name;
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}
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/**
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* Get the assigned account code of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public assignedAccountCode(transaction: any): string {
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return transaction.recognizedTransaction.assignAccount.code;
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}
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/**
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* Get the assigned payee of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public getAssignedPayee(transaction: any): string {
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return transaction.recognizedTransaction.assignedPayee;
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}
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/**
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* Get the assigned memo of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public assignedMemo(transaction: any): string {
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return transaction.recognizedTransaction.assignedMemo;
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}
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/**
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* Get the assigned category of the transaction.
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* @param {object} transaction
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* @returns {string}
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*/
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public assignedCategory(transaction: any): string {
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return transaction.recognizedTransaction.assignedCategory;
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}
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/**
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*
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* @returns {string}
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*/
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public assignedCategoryFormatted() {
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return 'Other Income'
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}
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/**
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* Check if the transaction is a withdrawal.
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* @param {object} transaction
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* @returns {boolean}
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*/
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public isWithdrawal(transaction: any): boolean {
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return transaction.withdrawal;
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}
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/**
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* Check if the transaction is a deposit.
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* @param {object} transaction
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* @returns {boolean}
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*/
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public isDeposit(transaction: any): boolean {
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return transaction.deposit;
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}
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/**
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* Check if the transaction is a deposit transaction.
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* @param {object} transaction
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* @returns {boolean}
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*/
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public isDepositTransaction(transaction: any): boolean {
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return transaction.isDepositTransaction;
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}
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/**
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* Check if the transaction is a withdrawal transaction.
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* @param {object} transaction
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* @returns {boolean}
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*/
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public isWithdrawalTransaction(transaction: any): boolean {
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return transaction.isWithdrawalTransaction;
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}
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/**
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* Get formatted deposit amount.
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* @param {any} transaction
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* @returns {string}
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*/
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protected formattedDepositAmount(transaction) {
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if (transaction.isDepositTransaction) {
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return this.formatNumber(transaction.deposit, {
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currencyCode: transaction.currencyCode,
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});
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}
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return '';
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}
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/**
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* Get formatted withdrawal amount.
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* @param transaction
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* @returns {string}
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*/
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protected formattedWithdrawalAmount(transaction) {
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if (transaction.isWithdrawalTransaction) {
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return this.formatNumber(transaction.withdrawal, {
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currencyCode: transaction.currencyCode,
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});
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}
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return '';
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}
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/**
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* Get the transaction bank rule id.
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* @param transaction
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* @returns {string}
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*/
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protected bankRuleId(transaction) {
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return transaction.recognizedTransaction.bankRuleId;
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}
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/**
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* Get the transaction bank rule name.
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* @param transaction
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* @returns {string}
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*/
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protected bankRuleName(transaction) {
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return transaction.recognizedTransaction.bankRule.name;
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}
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}
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@@ -1,67 +0,0 @@
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import { Inject, Injectable } from '@nestjs/common';
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import { GetRecognizedTransactionTransformer } from './GetRecognizedTransactionTransformer';
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import { UncategorizedBankTransaction } from '../models/UncategorizedBankTransaction';
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import { TransformerInjectable } from '@/modules/Transformer/TransformerInjectable.service';
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import { IGetRecognizedTransactionsQuery } from '../types/BankingTransactions.types';
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@Injectable()
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export class GetRecognizedTransactionsService {
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constructor(
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private readonly transformer: TransformerInjectable,
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@Inject(UncategorizedBankTransaction.name)
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private readonly uncategorizedBankTransactionModel: typeof UncategorizedBankTransaction,
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) {}
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/**
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* Retrieves the recognized transactions of the given account.
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* @param {number} tenantId
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* @param {IGetRecognizedTransactionsQuery} filter -
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*/
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async getRecognizedTranactions(filter?: IGetRecognizedTransactionsQuery) {
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const _query = {
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page: 1,
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pageSize: 20,
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...filter,
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};
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const { results, pagination } =
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await this.uncategorizedBankTransactionModel.query()
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.onBuild((q) => {
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q.withGraphFetched('recognizedTransaction.assignAccount');
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q.withGraphFetched('recognizedTransaction.bankRule');
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q.whereNotNull('recognizedTransactionId');
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// Exclude the excluded transactions.
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q.modify('notExcluded');
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// Exclude the pending transactions.
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q.modify('notPending');
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if (_query.accountId) {
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q.where('accountId', _query.accountId);
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}
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if (_query.minDate) {
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q.modify('fromDate', _query.minDate);
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}
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if (_query.maxDate) {
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q.modify('toDate', _query.maxDate);
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}
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if (_query.minAmount) {
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q.modify('minAmount', _query.minAmount);
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}
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if (_query.maxAmount) {
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q.modify('maxAmount', _query.maxAmount);
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}
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if (_query.accountId) {
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q.where('accountId', _query.accountId);
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}
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})
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.pagination(_query.page - 1, _query.pageSize);
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const data = await this.transformer.transform(
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results,
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new GetRecognizedTransactionTransformer(),
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);
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return { data, pagination };
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}
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}
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@@ -1,26 +1,45 @@
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import { Inject, Injectable } from '@nestjs/common';
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import { initialize } from 'objection';
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import { Knex } from 'knex';
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import { TransformerInjectable } from '@/modules/Transformer/TransformerInjectable.service';
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import { UncategorizedBankTransaction } from '../models/UncategorizedBankTransaction';
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import { Inject, Injectable } from '@nestjs/common';
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import { UncategorizedTransactionTransformer } from '../../BankingCategorize/commands/UncategorizedTransaction.transformer';
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import { IGetUncategorizedTransactionsQuery } from '../types/BankingTransactions.types';
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import { GetUncategorizedTransactionsQueryDto } from '../dtos/GetUncategorizedTransactionsQuery.dto';
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import { TenantModelProxy } from '@/modules/System/models/TenantBaseModel';
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import { TENANCY_DB_CONNECTION } from '@/modules/Tenancy/TenancyDB/TenancyDB.constants';
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import { Account } from '@/modules/Accounts/models/Account.model';
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import { RecognizedBankTransaction } from '@/modules/BankingTranasctionsRegonize/models/RecognizedBankTransaction';
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import { MatchedBankTransaction } from '@/modules/BankingMatching/models/MatchedBankTransaction';
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@Injectable()
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export class GetUncategorizedTransactions {
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constructor(
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private readonly transformer: TransformerInjectable,
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@Inject(TENANCY_DB_CONNECTION)
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private readonly tenantDb: () => Knex,
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@Inject(UncategorizedBankTransaction.name)
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private readonly uncategorizedBankTransactionModel: typeof UncategorizedBankTransaction,
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private readonly uncategorizedBankTransactionModel: TenantModelProxy<typeof UncategorizedBankTransaction>,
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@Inject(Account.name)
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private readonly accountModel: TenantModelProxy<typeof Account>,
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@Inject(RecognizedBankTransaction.name)
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private readonly recognizedTransactionModel: TenantModelProxy<typeof RecognizedBankTransaction>,
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@Inject(MatchedBankTransaction.name)
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private readonly matchedTransactionModel: TenantModelProxy<typeof MatchedBankTransaction>,
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) {}
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/**
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* Retrieves the uncategorized cashflow transactions.
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* @param {number} tenantId - Tenant id.
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* @param {number} accountId - Account Id.
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* @param {IGetUncategorizedTransactionsQuery} query - Query.
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*/
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public async getTransactions(
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accountId: number,
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query: IGetUncategorizedTransactionsQuery
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query: GetUncategorizedTransactionsQueryDto
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) {
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// Parsed query with default values.
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const _query = {
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@@ -29,8 +48,15 @@ export class GetUncategorizedTransactions {
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...query,
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};
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await initialize(this.tenantDb(), [
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this.accountModel(),
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this.uncategorizedBankTransactionModel(),
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this.recognizedTransactionModel(),
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this.matchedTransactionModel(),
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]);
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const { results, pagination } =
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await this.uncategorizedBankTransactionModel.query()
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await this.uncategorizedBankTransactionModel().query()
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.onBuild((q) => {
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q.where('accountId', accountId);
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q.where('categorized', false);
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