fix: Assign branch in categorize bank transaction

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

@@ -12,7 +12,6 @@ import { Knex } from 'knex';
 import { transformCategorizeTransToCashflow } from './utils';
 import { CommandCashflowValidator } from './CommandCasflowValidator';
 import NewCashflowTransactionService from './NewCashflowTransactionService';
-import { TransferAuthorizationGuaranteeDecision } from 'plaid';
 
 @Service()
 export class CategorizeCashflowTransaction {

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

@@ -1,4 +1,4 @@
-import { upperFirst, camelCase, omit } from 'lodash';
+import { upperFirst, camelCase } from 'lodash';
 import {
   CASHFLOW_TRANSACTION_TYPE,
   CASHFLOW_TRANSACTION_TYPE_META,
@@ -6,7 +6,6 @@ import {
 } from './constants';
 import {
   ICashflowNewCommandDTO,
-  ICashflowTransaction,
   ICategorizeCashflowTransactioDTO,
   IUncategorizedCashflowTransaction,
 } from '@/interfaces';
@@ -62,6 +61,7 @@ export const transformCategorizeTransToCashflow = (
     transactionNumber: categorizeDTO.transactionNumber,
     transactionType: categorizeDTO.transactionType,
     uncategorizedTransactionId: uncategorizeModel.id,
+    branchId: categorizeDTO?.branchId,
     publish: true,
   };
 };

packages/webapp/src/components/Branches/BranchSuggestField_.tsx

@@ -0,0 +1,18 @@
+// @ts-nocheck
+import { FSuggest } from '../Forms';
+
+interface BranchSuggestFieldProps {
+  items: any[];
+}
+
+export function BranchSuggestField({ ...props }: BranchSuggestFieldProps) {
+  return (
+    <FSuggest
+      valueAccessor={'id'}
+      labelAccessor={'code'}
+      textAccessor={'name'}
+      inputProps={{ placeholder: 'Select a branch' }}
+      {...props}
+    />
+  );
+}

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionBoot.tsx

@@ -1,5 +1,6 @@
 // @ts-nocheck
-import React from 'react';
+import React, { useMemo } from 'react';
+import { first } from 'lodash';
 import { DrawerHeaderContent, DrawerLoading } from '@/components';
 import { DRAWERS } from '@/constants/drawers';
 import {
@@ -34,6 +35,12 @@ function CategorizeTransactionBoot({ uncategorizedTransactionId, ...props }) {
     isLoading: isUncategorizedTransactionLoading,
   } = useUncategorizedTransaction(uncategorizedTransactionId);
 
+  // Retrieves the primary branch.
+  const primaryBranch = useMemo(
+    () => branches?.find((b) => b.primary) || first(branches),
+    [branches],
+  );
+
   const provider = {
     uncategorizedTransactionId,
     uncategorizedTransaction,
@@ -42,6 +49,7 @@ function CategorizeTransactionBoot({ uncategorizedTransactionId, ...props }) {
     accounts,
     isBranchesLoading,
     isAccountsLoading,
+    primaryBranch,
   };
   const isLoading =
     isBranchesLoading || isUncategorizedTransactionLoading || isAccountsLoading;

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionBranchField.tsx

@@ -0,0 +1,22 @@
+// @ts-nocheck
+import { FFormGroup, FeatureCan } from '@/components';
+import { useCategorizeTransactionBoot } from './CategorizeTransactionBoot';
+import { Features } from '@/constants';
+import { BranchSuggestField } from '@/components/Branches/BranchSuggestField_';
+
+export function CategorizeTransactionBranchField() {
+  const { branches } = useCategorizeTransactionBoot();
+
+  return (
+    <FFormGroup name={'branchId'} label={'Branch'} fastField inline>
+      <FeatureCan feature={Features.Branches}>
+        <BranchSuggestField
+          name={'branchId'}
+          items={branches}
+          popoverProps={{ minimal: true }}
+          fill
+        />
+      </FeatureCan>
+    </FFormGroup>
+  );
+}

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionForm.tsx

@@ -24,8 +24,11 @@ function CategorizeTransactionFormRoot({
   // #withDrawerActions
   closeDrawer,
 }) {
-  const { uncategorizedTransactionId, uncategorizedTransaction } =
+  const {
-    useCategorizeTransactionBoot();
+    uncategorizedTransactionId,
+    uncategorizedTransaction,
+    primaryBranch,
+  } = useCategorizeTransactionBoot();
   const { mutateAsync: categorizeTransaction } = useCategorizeTransaction();
 
   // Callbacks handles form submit.
@@ -43,12 +46,22 @@ function CategorizeTransactionFormRoot({
           intent: Intent.SUCCESS,
         });
       })
-      .catch(() => {
+      .catch((err) => {
         setSubmitting(false);
-        AppToaster.show({
+        if (
-          message: 'Something went wrong!',
+          err.response.data?.errors?.some(
-          intent: Intent.DANGER,
+            (e) => e.type === 'BRANCH_ID_REQUIRED',
-        });
+          )
+        ) {
+          setErrors({
+            branchId: 'The branch is required.',
+          });
+        } else {
+          AppToaster.show({
+            message: 'Something went wrong!',
+            intent: Intent.DANGER,
+          });
+        }
       });
   };
   // Form initial values in create and edit mode.
@@ -60,6 +73,9 @@ function CategorizeTransactionFormRoot({
      * as well.
      */
     ...transformToCategorizeForm(uncategorizedTransaction),
+
+    /** Assign the primary branch id as default value. */
+    branchId: primaryBranch?.id || null,
   };
 
   return (

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionOtherIncome.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOtherIncome() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOtherIncome() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionOwnerContribution.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOwnerContribution() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -63,6 +64,8 @@ export default function CategorizeTransactionOwnerContribution() {
       <FFormGroup name={'description'} label={'Description'} fastField inline>
         <FTextArea name={'description'} growVertically large fill />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyIn/CategorizeTransactionTransferFrom.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionTransferFrom() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -47,7 +48,7 @@ export default function CategorizeTransactionTransferFrom() {
         inline
       >
         <AccountsSelect
-          name={'to_account_id'}
+          name={'creditAccountId'}
           items={accounts}
           filterByRootTypes={['asset']}
           fastField
@@ -68,6 +69,8 @@ export default function CategorizeTransactionTransferFrom() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionOtherExpense.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOtherExpense() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOtherExpense() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionOwnerDrawings.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionOwnerDrawings() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -68,6 +69,8 @@ export default function CategorizeTransactionOwnerDrawings() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/MoneyOut/CategorizeTransactionToAccount.tsx

@@ -8,6 +8,7 @@ import {
   FTextArea,
 } from '@/components';
 import { useCategorizeTransactionBoot } from '../CategorizeTransactionBoot';
+import { CategorizeTransactionBranchField } from '../CategorizeTransactionBranchField';
 
 export default function CategorizeTransactionToAccount() {
   const { accounts } = useCategorizeTransactionBoot();
@@ -49,7 +50,7 @@ export default function CategorizeTransactionToAccount() {
         <AccountsSelect
           name={'creditAccountId'}
           items={accounts}
-          filterByRootTypes={['assset']}
+          filterByRootTypes={['asset']}
           fastField
           fill
           allowCreate
@@ -68,6 +69,8 @@ export default function CategorizeTransactionToAccount() {
           fill={true}
         />
       </FFormGroup>
+
+      <CategorizeTransactionBranchField />
     </>
   );
 }

packages/webapp/src/containers/CashFlow/CategorizeTransaction/drawers/CategorizeTransactionDrawer/_utils.ts

@@ -11,6 +11,7 @@ export const defaultInitialValues = {
   transactionType: '',
   referenceNo: '',
   description: '',
+  branchId: '',
 };
 
 export const transformToCategorizeForm = (uncategorizedTransaction) => {