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feat: wip multi-select transactions to categorization and matching

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This commit is contained in:
Ahmed Bouhuolia
2024-08-03 22:01:21 +02:00
parent 5ce11f192f
commit d74337fb94
29 changed files with 476 additions and 155 deletions
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44
packages/webapp/src/hooks/query/bank-rules.ts
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@@ -22,6 +22,7 @@ const QUERY_KEY = {
RECOGNIZED_BANK_TRANSACTIONS_INFINITY:
'RECOGNIZED_BANK_TRANSACTIONS_INFINITY',
BANK_ACCOUNT_SUMMARY_META: 'BANK_ACCOUNT_SUMMARY_META',
AUTOFILL_CATEGORIZE_BANK_TRANSACTION: 'AUTOFILL_CATEGORIZE_BANK_TRANSACTION',
};
const commonInvalidateQueries = (query: QueryClient) => {
@@ -244,6 +245,7 @@ interface GetBankTransactionsMatchesValue {
interface GetBankTransactionsMatchesResponse {
perfectMatches: Array<any>;
possibleMatches: Array<any>;
totalPending: number;
}
/**
@@ -441,8 +443,8 @@ export function useUnexcludeUncategorizedTransactions(
}
interface MatchUncategorizedTransactionValues {
id: number;
value: any;
uncategorizedTransactions: Array<number>;
matchedTransactions: Array<{ reference_type: string; reference_id: number }>;
}
interface MatchUncategorizedTransactionRes {}
@@ -469,7 +471,7 @@ export function useMatchUncategorizedTransaction(
MatchUncategorizedTransactionRes,
Error,
MatchUncategorizedTransactionValues
>(({ id, value }) => apiRequest.post(`/banking/matches/${id}`, value), {
>((value) => apiRequest.post('/banking/matches/match', value), {
onSuccess: (res, id) => {
queryClient.invalidateQueries(
t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
@@ -585,6 +587,42 @@ export function useGetBankAccountSummaryMeta(
);
}
export interface GetAutofillCategorizeTransaction {
accountId: number | null;
amount: number;
category: string | null;
date: Date;
formattedAmount: string;
formattedDate: string;
isRecognized: boolean;
recognizedByRuleId: number | null;
recognizedByRuleName: string | null;
referenceNo: null | string;
isDepositTransaction: boolean;
isWithdrawalTransaction: boolean;
}
export function useGetAutofillCategorizeTransaction(
uncategorizedTransactionIds: number[],
options: any,
) {
const apiRequest = useApiRequest();
return useQuery<GetAutofillCategorizeTransaction, Error>(
[
QUERY_KEY.AUTOFILL_CATEGORIZE_BANK_TRANSACTION,
uncategorizedTransactionIds,
],
() =>
apiRequest
.get(`/banking/categorize/autofill`, {
params: { uncategorizedTransactionIds },
})
.then((res) => transformToCamelCase(res.data?.data)),
{ ...options },
);
}
/**
* @returns
*/