mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-15 12:20:31 +00:00
feat: Categorize the bank synced transactions
This commit is contained in:
@@ -6,18 +6,27 @@ import { ServiceError } from '@/exceptions';
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import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
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import CheckPolicies from '@/api/middleware/CheckPolicies';
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import { AbilitySubject, CashflowAction } from '@/interfaces';
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import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
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@Service()
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export default class NewCashflowTransactionController extends BaseController {
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@Inject()
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private newCashflowTranscationService: NewCashflowTransactionService;
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@Inject()
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private cashflowApplication: CashflowApplication;
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/**
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* Router constructor.
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*/
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public router() {
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const router = Router();
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router.get(
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'/transactions/uncategorized',
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this.asyncMiddleware(this.getUncategorizedCashflowTransactions),
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this.catchServiceErrors
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);
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router.post(
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'/transactions',
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CheckPolicies(CashflowAction.Create, AbilitySubject.Cashflow),
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@@ -26,13 +35,61 @@ export default class NewCashflowTransactionController extends BaseController {
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this.asyncMiddleware(this.newCashflowTransaction),
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this.catchServiceErrors
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);
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router.post(
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'/transactions/:id/uncategorize',
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this.revertCategorizedCashflowTransaction,
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this.catchServiceErrors
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);
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router.post(
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'/transactions/:id/categorize',
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this.categorizeCashflowTransactionValidationSchema,
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this.validationResult,
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this.categorizeCashflowTransaction,
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this.catchServiceErrors
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);
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router.post(
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'/transaction/:id/categorize/expense',
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this.categorizeAsExpenseValidationSchema,
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this.validationResult,
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this.categorizesCashflowTransactionAsExpense,
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this.catchServiceErrors
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);
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return router;
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}
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/**
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* Categorize as expense validation schema.
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*/
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public get categorizeAsExpenseValidationSchema() {
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return [
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check('expense_account_id').exists(),
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check('date').isISO8601().exists(),
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check('reference_no').optional(),
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check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
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];
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}
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/**
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* Categorize cashflow tranasction validation schema.
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*/
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public get categorizeCashflowTransactionValidationSchema() {
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return [
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check('date').exists().isISO8601().toDate(),
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check('to_account_id').exists().isInt().toInt(),
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check('from_account_id').exists().isInt().toInt(),
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check('transaction_type').exists(),
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check('reference_no').optional(),
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check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
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check('description').optional(),
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];
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}
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/**
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* New cashflow transaction validation schema.
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*/
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get newTransactionValidationSchema() {
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public get newTransactionValidationSchema() {
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return [
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check('date').exists().isISO8601().toDate(),
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check('reference_no').optional({ nullable: true }).trim().escape(),
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@@ -48,12 +105,10 @@ export default class NewCashflowTransactionController extends BaseController {
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check('credit_account_id').exists().isInt().toInt(),
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check('exchange_rate').optional().isFloat({ gt: 0 }).toFloat(),
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check('branch_id').optional({ nullable: true }).isNumeric().toInt(),
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check('publish').default(false).isBoolean().toBoolean(),
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];
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}
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}√
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/**
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* Creates a new cashflow transaction.
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@@ -76,7 +131,6 @@ export default class NewCashflowTransactionController extends BaseController {
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ownerContributionDTO,
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userId
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);
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return res.status(200).send({
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id: cashflowTransaction.id,
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message: 'New cashflow transaction has been created successfully.',
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@@ -86,11 +140,118 @@ export default class NewCashflowTransactionController extends BaseController {
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}
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};
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/**
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* Revert the categorized cashflow transaction.
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* @param {Request} req
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* @param {Response} res
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* @param {NextFunction} next
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*/
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private revertCategorizedCashflowTransaction = async (
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req: Request,
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res: Response,
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next: NextFunction
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) => {
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const { tenantId } = req;
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const { id: cashflowTransactionId } = req.params;
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try {
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const data= await this.cashflowApplication.uncategorizeTransaction(
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tenantId,
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cashflowTransactionId
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);
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return res.status(200).send({ data });
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} catch (error) {
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next(error);
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}
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};
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/**
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* Categorize the cashflow transaction.
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* @param {Request} req
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* @param {Response} res
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* @param {NextFunction} next
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*/
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private categorizeCashflowTransaction = async (
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req: Request,
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res: Response,
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next: NextFunction
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) => {
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const { tenantId } = req;
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const { id: cashflowTransactionId } = req.params;
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const cashflowTransaction = this.matchedBodyData(req);
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try {
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await this.cashflowApplication.categorizeTransaction(
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tenantId,
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cashflowTransactionId,
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cashflowTransaction
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);
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return res.status(200).send({
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message: 'The cashflow transaction has been created successfully.',
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});
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} catch (error) {
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next(error);
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}
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};
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/**
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* Categorize the transaction as expense transaction.
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* @param {Request} req
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* @param {Response} res
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* @param {NextFunction} next
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*/
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private categorizesCashflowTransactionAsExpense = async (
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req: Request,
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res: Response,
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next: NextFunction
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) => {
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const { tenantId } = req;
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const { id: cashflowTransactionId } = req.params;
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const cashflowTransaction = this.matchedBodyData(req);
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try {
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await this.cashflowApplication.categorizeAsExpense(
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tenantId,
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cashflowTransactionId,
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cashflowTransaction
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);
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return res.status(200).send({
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message: 'The cashflow transaction has been created successfully.',
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});
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} catch (error) {
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next(error);
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}
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};
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/**
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* Retrieves the uncategorized cashflow transactions.
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* @param {Request} req
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* @param {Response} res
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* @param {NextFunction} next
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*/
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public getUncategorizedCashflowTransactions = async (
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req: Request,
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res: Response,
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next: NextFunction
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) => {
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const { tenantId } = req;
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try {
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const data = await this.cashflowApplication.getUncategorizedTransactions(
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tenantId
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);
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return res.status(200).send(data);
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} catch (error) {
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next(error);
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}
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};
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/**
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* Handle the service errors.
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* @param error
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* @param req
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* @param res
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* @param {Request} req
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* @param {res
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* @param next
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* @returns
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*/
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