feat: auto fill categorize form from recognized transaction

packages/server/src/api/controllers/Banking/RecognizedTransactionsController.ts

@@ -15,6 +15,10 @@ export class RecognizedTransactionsController extends BaseController {
     const router = Router();
 
     router.get('/', this.getRecognizedTransactions.bind(this));
+    router.get(
+      '/transactions/:uncategorizedTransactionId',
+      this.getRecognizedTransaction.bind(this)
+    );
 
     return router;
   }
@@ -44,4 +48,30 @@ export class RecognizedTransactionsController extends BaseController {
       next(error);
     }
   }
+
+  /**
+   * Retrieves the recognized transaction of the ginen uncategorized transaction.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async getRecognizedTransaction(
+    req: Request<{ uncategorizedTransactionId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { uncategorizedTransactionId } = req.params;
+
+    try {
+      const data = await this.cashflowApplication.getRecognizedTransaction(
+        tenantId,
+        uncategorizedTransactionId
+      );
+      return res.status(200).send({ data });
+    } catch (error) {
+      next(error);
+    }
+  }
 }

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

@@ -0,0 +1,22 @@
+import moment from 'moment';
+import * as R from 'ramda';
+import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
+import { MatchedTransactionPOJO } from './types';
+
+export const sortClosestMatchTransactions = (
+  uncategorizedTransaction: UncategorizedCashflowTransaction,
+  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)
+    ),
+    // Sort by date difference (closest to uncategorized transaction date first)
+    R.ascend((match: MatchedTransactionPOJO) =>
+      Math.abs(
+        moment(match.date).diff(moment(uncategorizedTransaction.date), 'days')
+      )
+    ),
+  ])(matches);
+};

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

@@ -20,6 +20,7 @@ import NewCashflowTransactionService from './NewCashflowTransactionService';
 import GetCashflowAccountsService from './GetCashflowAccountsService';
 import { GetCashflowTransactionService } from './GetCashflowTransactionsService';
 import { GetRecognizedTransactionsService } from './GetRecongizedTransactions';
+import { GetRecognizedTransactionService } from './GetRecognizedTransaction';
 
 @Service()
 export class CashflowApplication {
@@ -56,6 +57,9 @@ export class CashflowApplication {
   @Inject()
   private getRecognizedTranasctionsService: GetRecognizedTransactionsService;
 
+  @Inject()
+  private getRecognizedTransactionService: GetRecognizedTransactionService;
+
   /**
    * Creates a new cashflow transaction.
    * @param {number} tenantId
@@ -234,4 +238,20 @@ export class CashflowApplication {
       filter
     );
   }
+
+  /**
+   * Retrieves the recognized transaction of the given uncategorized transaction.
+   * @param {number} tenantId 
+   * @param {number} uncategorizedTransactionId 
+   * @returns 
+   */
+  public getRecognizedTransaction(
+    tenantId: number,
+    uncategorizedTransactionId: number
+  ) {
+    return this.getRecognizedTransactionService.getRecognizedTransaction(
+      tenantId,
+      uncategorizedTransactionId
+    );
+  }
 }

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

@@ -0,0 +1,40 @@
+import { Inject, Service } from 'typedi';
+import HasTenancyService from '../Tenancy/TenancyService';
+import { GetRecognizedTransactionTransformer } from './GetRecognizedTransactionTransformer';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+
+@Service()
+export class GetRecognizedTransactionService {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the recognized transaction of the given uncategorized transaction.
+   * @param {number} tenantId
+   * @param {number} uncategorizedTransactionId
+   */
+  public async getRecognizedTransaction(
+    tenantId: number,
+    uncategorizedTransactionId: number
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+
+    const uncategorizedTransaction =
+      await UncategorizedCashflowTransaction.query()
+        .findById(uncategorizedTransactionId)
+        .withGraphFetched('matchedBankTransactions')
+        .withGraphFetched('recognizedTransaction.assignAccount')
+        .withGraphFetched('recognizedTransaction.bankRule')
+        .withGraphFetched('account')
+        .throwIfNotFound();
+
+    return this.transformer.transform(
+      tenantId,
+      uncategorizedTransaction,
+      new GetRecognizedTransactionTransformer()
+    );
+  }
+}