feat(server): sync Plaid transactions to uncategorized transactions

packages/server/src/services/Banking/Plaid/PlaidSyncDB.ts

@@ -11,6 +11,7 @@ import {
 import NewCashflowTransactionService from '@/services/Cashflow/NewCashflowTransactionService';
 import { DeleteCashflowTransaction } from '@/services/Cashflow/DeleteCashflowTransactionService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 const CONCURRENCY_ASYNC = 10;
 
@@ -22,6 +23,9 @@ export class PlaidSyncDb {
   @Inject()
   private createAccountService: CreateAccount;
 
+  @Inject()
+  private cashflowApp: CashflowApplication;
+
   @Inject()
   private createCashflowTransactionService: NewCashflowTransactionService;
 
@@ -75,15 +79,16 @@ export class PlaidSyncDb {
       cashflowAccount.id,
       openingEquityBalance.id
     );
-    const accountsCashflowDTO = R.map(transformTransaction)(plaidTranasctions);
+    const uncategorizedTransDTOs =
+      R.map(transformTransaction)(plaidTranasctions);
 
     // Creating account transaction queue.
     await bluebird.map(
-      accountsCashflowDTO,
-      (cashflowDTO) =>
-        this.createCashflowTransactionService.newCashflowTransaction(
+      uncategorizedTransDTOs,
+      (uncategoriedDTO) =>
+        this.cashflowApp.createUncategorizedTransaction(
           tenantId,
-          cashflowDTO
+          uncategoriedDTO
         ),
       { concurrency: CONCURRENCY_ASYNC }
     );

packages/server/src/services/Banking/Plaid/utils.ts

@@ -1,7 +1,9 @@
 import * as R from 'ramda';
 import {
+  CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
   ICashflowNewCommandDTO,
+  IUncategorizedCashflowTransaction,
   PlaidAccount,
   PlaidTransaction,
 } from '@/interfaces';
@@ -32,30 +34,22 @@ export const transformPlaidAccountToCreateAccount = (
  * @param {number} cashflowAccountId - Cashflow account ID.
  * @param {number} creditAccountId - Credit account ID.
  * @param {PlaidTransaction} plaidTranasction - Plaid transaction.
- * @returns {ICashflowNewCommandDTO}
+ * @returns {CreateUncategorizedTransactionDTO}
  */
 export const transformPlaidTrxsToCashflowCreate = R.curry(
   (
     cashflowAccountId: number,
     creditAccountId: number,
     plaidTranasction: PlaidTransaction
-  ): ICashflowNewCommandDTO => {
+  ): CreateUncategorizedTransactionDTO => {
     return {
       date: plaidTranasction.date,
-
-      transactionType: 'OwnerContribution',
       description: plaidTranasction.name,
-
       amount: plaidTranasction.amount,
-      exchangeRate: 1,
       currencyCode: plaidTranasction.iso_currency_code,
-      creditAccountId,
-      cashflowAccountId,
-
-      // transactionNumber: string;
-      // referenceNo: string;
+      accountId: cashflowAccountId,
+      referenceNo: plaidTranasction.payment_meta?.reference_number,
       plaidTransactionId: plaidTranasction.transaction_id,
-      publish: true,
     };
   }
 );