feat: wip multi-select transactions to categorization and matching

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

@@ -64,6 +64,8 @@ export class GetMatchedTransactions {
         .whereIn('id', uncategorizedTransactionIds)
         .throwIfNotFound();
 
+    const totalPending = Math.abs(sumBy(uncategorizedTransactions, 'amount'));
+
     const filtered = filter.transactionType
       ? this.registered.filter((item) => item.type === filter.transactionType)
       : this.registered;
@@ -80,6 +82,7 @@ export class GetMatchedTransactions {
     return {
       perfectMatches,
       possibleMatches,
+      totalPending,
     };
   }
 

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

@@ -101,7 +101,7 @@ export class MatchBankTransactions {
     );
     // Validates the total given matching transcations whether is not equal
     // uncategorized transaction amount.
-    if (totalUncategorizedTransactions === totalMatchedTranasctions) {
+    if (totalUncategorizedTransactions !== totalMatchedTranasctions) {
       throw new ServiceError(ERRORS.TOTAL_MATCHING_TRANSACTIONS_INVALID);
     }
   }

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

@@ -58,6 +58,7 @@ export interface MatchedTransactionPOJO {
 export type MatchedTransactionsPOJO = {
   perfectMatches: Array<MatchedTransactionPOJO>;
   possibleMatches: Array<MatchedTransactionPOJO>;
+  totalPending: number;
 };
 
 export const ERRORS = {

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

@@ -0,0 +1,45 @@
+import { Inject, Service } from 'typedi';
+import { castArray, first, uniq } from 'lodash';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
+import { GetAutofillCategorizeTransctionTransformer } from './GetAutofillCategorizeTransactionTransformer';
+
+@Service()
+export class GetAutofillCategorizeTransaction {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private transformer: TransformerInjectable;
+
+  /**
+   * Retrieves the autofill values of categorize transactions form.
+   * @param {number} tenantId - Tenant id.
+   * @param {Array<number> | number} uncategorizeTransactionsId - Uncategorized transactions ids.
+   */
+  public async getAutofillCategorizeTransaction(
+    tenantId: number,
+    uncategorizeTransactionsId: Array<number> | number
+  ) {
+    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
+    const uncategorizeTransactionsIds = uniq(
+      castArray(uncategorizeTransactionsId)
+    );
+    const uncategorizedTransactions =
+      await UncategorizedCashflowTransaction.query()
+        .whereIn('id', uncategorizeTransactionsIds)
+        .withGraphFetched('recognizedTransaction.assignAccount')
+        .withGraphFetched('recognizedTransaction.bankRule')
+        .throwIfNotFound();
+
+    return this.transformer.transform(
+      tenantId,
+      {},
+      new GetAutofillCategorizeTransctionTransformer(),
+      {
+        uncategorizedTransactions,
+        firstUncategorizedTransaction: first(uncategorizedTransactions),
+      }
+    );
+  }
+}

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

@@ -0,0 +1,174 @@
+import { Transformer } from '@/lib/Transformer/Transformer';
+import { sumBy } from 'lodash';
+
+export class GetAutofillCategorizeTransctionTransformer extends Transformer {
+  /**
+   * Included attributes to the object.
+   * @returns {Array}
+   */
+  public includeAttributes = (): string[] => {
+    return [
+      'amount',
+      'formattedAmount',
+      'isRecognized',
+      'date',
+      'formattedDate',
+      'creditAccountId',
+      'debitAccountId',
+      'referenceNo',
+      'transactionType',
+      'recognizedByRuleId',
+      'recognizedByRuleName',
+      'isWithdrawalTransaction',
+      'isDepositTransaction',
+    ];
+  };
+
+  /**
+   * Detarmines whether the transaction is recognized.
+   * @returns {boolean}
+   */
+  public isRecognized() {
+    return !!this.options.firstUncategorizedTransaction?.recognizedTransaction;
+  }
+
+  /**
+   * Retrieves the total amount of uncategorized transactions.
+   * @returns {number}
+   */
+  public amount() {
+    return sumBy(this.options.uncategorizedTransactions, 'amount');
+  }
+
+  /**
+   * Retrieves the formatted total amount of uncategorized transactions.
+   * @returns {string}
+   */
+  public formattedAmount() {
+    return this.formatNumber(this.amount(), {
+      currencyCode: 'USD',
+      money: true,
+    });
+  }
+
+  /**
+   * Detarmines whether the transaction is deposit.
+   * @returns {boolean}
+   */
+  public isDepositTransaction() {
+    const amount = this.amount();
+
+    return amount > 0;
+  }
+
+  /**
+   * Detarmines whether the transaction is withdrawal.
+   * @returns {boolean}
+   */
+  public isWithdrawalTransaction() {
+    const amount = this.amount();
+
+    return amount < 0;
+  }
+
+  /**
+   *
+   * @param {string}
+   */
+  public date() {
+    return this.options.firstUncategorizedTransaction?.date || null;
+  }
+
+  /**
+   * Retrieves the formatted date of uncategorized transaction.
+   * @returns {string}
+   */
+  public formattedDate() {
+    return this.formatDate(this.date());
+  }
+
+  /**
+   *
+   * @param {string}
+   */
+  public referenceNo() {
+    return this.options.firstUncategorizedTransaction?.referenceNo || null;
+  }
+
+  /**
+   *
+   * @returns {number}
+   */
+  public creditAccountId() {
+    return (
+      this.options.firstUncategorizedTransaction?.recognizedTransaction
+        ?.assignedAccountId || null
+    );
+  }
+
+  /**
+   *
+   * @returns {number}
+   */
+  public debitAccountId() {
+    return this.options.firstUncategorizedTransaction?.accountId || null;
+  }
+
+  /**
+   *
+   * @returns {string}
+   */
+  public transactionType() {
+    const assignCategory =
+      this.options.firstUncategorizedTransaction?.recognizedTransaction
+        ?.assignCategory || null;
+
+    return assignCategory || this.isDepositTransaction()
+      ? 'other_income'
+      : 'other_expense';
+  }
+
+  /**
+   *
+   * @returns {string}
+   */
+  public payee() {
+    return (
+      this.options.firstUncategorizedTransaction?.recognizedTransaction
+        ?.assignedPayee || null
+    );
+  }
+
+  /**
+   *
+   * @returns {string}
+   */
+  public memo() {
+    return (
+      this.options.firstUncategorizedTransaction?.recognizedTransaction
+        ?.assignedMemo || null
+    );
+  }
+
+  /**
+   * Retrieves the rule id the transaction recongized by.
+   * @returns {string}
+   */
+  public recognizedByRuleId() {
+    return (
+      this.options.firstUncategorizedTransaction?.recognizedTransaction
+        ?.bankRuleId || null
+    );
+  }
+
+  /**
+   * Retrieves the rule name the transaction recongized by.
+   * @returns {string}
+   */
+  public recognizedByRuleName() {
+    return (
+      this.options.firstUncategorizedTransaction?.recognizedTransaction
+        ?.bankRule?.name || null
+    );
+  }
+}

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

@@ -1,8 +1,8 @@
 import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
 import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { transformToMapBy } from '@/utils';
-import { Inject, Service } from 'typedi';
 import { PromisePool } from '@supercharge/promise-pool';
 import { BankRule } from '@/models/BankRule';
 import { bankRulesMatchTransaction } from './_utils';