fix: Edit bank rule

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

@@ -115,17 +115,19 @@ export class GetAutofillCategorizeTransctionTransformer extends Transformer {
   }
 
   /**
-   *
+   * Retrieves the assigned category of recognized transaction, if is not recognized
+   * returns the default transaction type depends on the transaction normal.
    * @returns {string}
    */
   public transactionType() {
-    const assignCategory =
+    const assignedCategory =
       this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.assignCategory || null;
+        ?.assignedCategory;
 
-    return assignCategory || this.isDepositTransaction()
-      ? 'other_income'
-      : 'other_expense';
+    return (
+      assignedCategory ||
+      (this.isDepositTransaction() ? 'other_income' : 'other_expense')
+    );
   }
 
   /**

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

@@ -1,3 +1,4 @@
+import { lowerCase } from 'lodash';
 import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
 import {
   BankRuleApplyIfTransactionType,
@@ -51,12 +52,15 @@ const matchNumberCondition = (
 const matchTextCondition = (
   transaction: UncategorizedCashflowTransaction,
   condition: IBankRuleCondition
-) => {
+): boolean => {
   switch (condition.comparator) {
     case BankRuleConditionComparator.Equals:
       return transaction[condition.field] === condition.value;
     case BankRuleConditionComparator.Contains:
-      return transaction[condition.field]?.includes(condition.value.toString());
+      const fieldValue = lowerCase(transaction[condition.field]);
+      const conditionValue = lowerCase(condition.value);
+
+      return fieldValue.includes(conditionValue);
     case BankRuleConditionComparator.NotContain:
       return !transaction[condition.field]?.includes(
         condition.value.toString()
@@ -101,4 +105,4 @@ const determineFieldType = (field: string): string => {
     default:
       return 'unknown';
   }
-};
+};

packages/server/src/services/Banking/Rules/EditBankRule.ts

@@ -64,9 +64,10 @@ export class EditBankRuleService {
         } as IBankRuleEventEditingPayload);
 
         // Updates the given bank rule.
-        await BankRule.query(trx)
-          .findById(ruleId)
-          .patch({ ...tranformDTO });
+        await BankRule.query(trx).upsertGraphAndFetch({
+          ...tranformDTO,
+          id: ruleId,
+        });
 
         // Triggers `onBankRuleEdited` event.
         await this.eventPublisher.emitAsync(events.bankRules.onEdited, {

packages/server/src/services/Banking/Rules/types.ts

@@ -16,7 +16,7 @@ export interface IBankRuleCondition {
   id?: number;
   field: BankRuleConditionField;
   comparator: BankRuleConditionComparator;
-  value: number;
+  value: string;
 }
 
 export enum BankRuleConditionType {