Merge pull request #587 from bigcapitalhq/big-244-uncategorize-bank-transactions-in-bulk

feat: Uncategorize bank transactions in bulk

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsActionsBar.tsx

@@ -64,6 +64,7 @@ function AccountTransactionsActionsBar({
   uncategorizedTransationsIdsSelected,
   excludedTransactionsIdsSelected,
   openMatchingTransactionAside,
+  categorizedTransactionsSelected,
 
   // #withBankingActions
   enableMultipleCategorization,
@@ -194,7 +195,7 @@ function AccountTransactionsActionsBar({
   // Handle multi select transactions for categorization or matching.
   const handleMultipleCategorizingSwitch = (event) => {
     enableMultipleCategorization(event.currentTarget.checked);
-  }
+  };
   // Handle resume bank feeds syncing.
   const handleResumeFeedsSyncing = () => {
     openAlert('resume-feeds-syncing-bank-accounnt', {
@@ -208,6 +209,13 @@ function AccountTransactionsActionsBar({
     });
   };
 
+  // Handles uncategorize the categorized transactions in bulk.
+  const handleUncategorizeCategorizedBulkBtnClick = () => {
+    openAlert('uncategorize-transactions-bulk', {
+      uncategorizeTransactionsIds: categorizedTransactionsSelected,
+    });
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -297,6 +305,14 @@ function AccountTransactionsActionsBar({
             disabled={isUnexcludingLoading}
           />
         )}
+        {!isEmpty(categorizedTransactionsSelected) && (
+          <Button
+            text={'Uncategorize'}
+            onClick={handleUncategorizeCategorizedBulkBtnClick}
+            intent={Intent.DANGER}
+            minimal
+          />
+        )}
       </NavbarGroup>
 
       <NavbarGroup align={Alignment.RIGHT}>
@@ -379,10 +395,12 @@ export default compose(
       uncategorizedTransationsIdsSelected,
       excludedTransactionsIdsSelected,
       openMatchingTransactionAside,
+      categorizedTransactionsSelected,
     }) => ({
       uncategorizedTransationsIdsSelected,
       excludedTransactionsIdsSelected,
       openMatchingTransactionAside,
+      categorizedTransactionsSelected,
     }),
   ),
   withBankingActions,

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsDataTable.tsx

@@ -22,10 +22,11 @@ import { useMemorizedColumnsWidths } from '@/hooks';
 import { useAccountTransactionsColumns, ActionsMenu } from './components';
 import { useAccountTransactionsAllContext } from './AccountTransactionsAllBoot';
 import { useUnmatchMatchedUncategorizedTransaction } from '@/hooks/query/bank-rules';
+import { useUncategorizeTransaction } from '@/hooks/query';
 import { handleCashFlowTransactionType } from './utils';
 
 import { compose } from '@/utils';
-import { useUncategorizeTransaction } from '@/hooks/query';
+import { withBankingActions } from '../withBankingActions';
 
 /**
  * Account transactions data table.
@@ -39,6 +40,9 @@ function AccountTransactionsDataTable({
 
   // #withDrawerActions
   openDrawer,
+
+  // #withBankingActions
+  setCategorizedTransactionsSelected,
 }) {
   // Retrieve table columns.
   const columns = useAccountTransactionsColumns();
@@ -97,6 +101,15 @@ function AccountTransactionsDataTable({
       });
   };
 
+  // Handle selected rows change.
+  const handleSelectedRowsChange = (selected) => {
+    const selectedIds = selected
+      ?.filter((row) => row.original.uncategorized_transaction_id)
+      ?.map((row) => row.original.uncategorized_transaction_id);
+
+    setCategorizedTransactionsSelected(selectedIds);
+  };
+
   return (
     <CashflowTransactionsTable
       noInitialFetch={true}
@@ -119,6 +132,8 @@ function AccountTransactionsDataTable({
       vListOverscanRowCount={0}
       initialColumnsWidths={initialColumnsWidths}
       onColumnResizing={handleColumnResizing}
+      selectionColumn={true}
+      onSelectedRowsChange={handleSelectedRowsChange}
       noResults={<T id={'cash_flow.account_transactions.no_results'} />}
       className="table-constrant"
       payload={{
@@ -136,6 +151,7 @@ export default compose(
   })),
   withAlertsActions,
   withDrawerActions,
+  withBankingActions,
 )(AccountTransactionsDataTable);
 
 const DashboardConstrantTable = styled(DataTable)`

packages/webapp/src/containers/CashFlow/AccountTransactions/alerts/UncategorizeBankTransactionsBulkAlert.tsx

@@ -0,0 +1,69 @@
+// @ts-nocheck
+import React from 'react';
+import { Intent, Alert } from '@blueprintjs/core';
+
+import { AppToaster, FormattedMessage as T } from '@/components';
+import withAlertStoreConnect from '@/containers/Alert/withAlertStoreConnect';
+import withAlertActions from '@/containers/Alert/withAlertActions';
+
+import { useUncategorizeTransactionsBulkAction } from '@/hooks/query/bank-transactions';
+import { compose } from '@/utils';
+
+/**
+ * Uncategorize bank account transactions in build alert.
+ */
+function UncategorizeBankTransactionsBulkAlert({
+  name,
+
+  // #withAlertStoreConnect
+  isOpen,
+  payload: { uncategorizeTransactionsIds },
+
+  // #withAlertActions
+  closeAlert,
+}) {
+  const { mutateAsync: uncategorizeTransactions, isLoading } =
+    useUncategorizeTransactionsBulkAction();
+
+  // Handle activate item alert cancel.
+  const handleCancelActivateItem = () => {
+    closeAlert(name);
+  };
+
+  // Handle confirm item activated.
+  const handleConfirmItemActivate = () => {
+    uncategorizeTransactions({ ids: uncategorizeTransactionsIds })
+      .then(() => {
+        AppToaster.show({
+          message: 'The bank feeds of the bank account has been resumed.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch((error) => {})
+      .finally(() => {
+        closeAlert(name);
+      });
+  };
+
+  return (
+    <Alert
+      cancelButtonText={<T id={'cancel'} />}
+      confirmButtonText={'Uncategorize Transactions'}
+      intent={Intent.DANGER}
+      isOpen={isOpen}
+      onCancel={handleCancelActivateItem}
+      loading={isLoading}
+      onConfirm={handleConfirmItemActivate}
+    >
+      <p>
+        Are you sure want to uncategorize the selected bank transactions, this
+        action is not reversible but you can always categorize them again?
+      </p>
+    </Alert>
+  );
+}
+
+export default compose(
+  withAlertStoreConnect(),
+  withAlertActions,
+)(UncategorizeBankTransactionsBulkAlert);

packages/webapp/src/containers/CashFlow/AccountTransactions/alerts/index.ts

@@ -9,6 +9,10 @@ const PauseFeedsBankAccountAlert = React.lazy(
   () => import('./PauseFeedsBankAccount'),
 );
 
+const UncategorizeTransactionsBulkAlert = React.lazy(
+  () => import('./UncategorizeBankTransactionsBulkAlert'),
+);
+
 /**
  * Bank account alerts.
  */
@@ -21,4 +25,8 @@ export const BankAccountAlerts = [
     name: 'pause-feeds-syncing-bank-accounnt',
     component: PauseFeedsBankAccountAlert,
   },
+  {
+    name: 'uncategorize-transactions-bulk',
+    component: UncategorizeTransactionsBulkAlert,
+  },
 ];

packages/webapp/src/containers/CashFlow/withBanking.ts

@@ -22,6 +22,9 @@ export const withBanking = (mapState) => {
 
       transactionsToCategorizeIdsSelected:
         state.plaid.transactionsToCategorizeSelected,
+
+      categorizedTransactionsSelected:
+        state.plaid.categorizedTransactionsSelected,
     };
     return mapState ? mapState(mapped, state, props) : mapped;
   };

packages/webapp/src/containers/CashFlow/withBankingActions.ts

@@ -13,6 +13,8 @@ import {
   enableMultipleCategorization,
   addTransactionsToCategorizeSelected,
   removeTransactionsToCategorizeSelected,
+  setCategorizedTransactionsSelected,
+  resetCategorizedTransactionsSelected,
 } from '@/store/banking/banking.reducer';
 
 export interface WithBankingActionsProps {
@@ -35,6 +37,9 @@ export interface WithBankingActionsProps {
   resetTransactionsToCategorizeSelected: () => void;
 
   enableMultipleCategorization: (enable: boolean) => void;
+
+  setCategorizedTransactionsSelected: (ids: Array<string | number>) => void;
+  resetCategorizedTransactionsSelected: () => void;
 }
 
 const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
@@ -120,6 +125,19 @@ const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
    */
   enableMultipleCategorization: (enable: boolean) =>
     dispatch(enableMultipleCategorization({ enable })),
+
+  /**
+   * Sets the selected ids of the categorized transactions.
+   * @param {Array<string | number>} ids
+   */
+  setCategorizedTransactionsSelected: (ids: Array<string | number>) =>
+    dispatch(setCategorizedTransactionsSelected({ ids })),
+
+  /**
+   * Resets the selected categorized transcations.
+   */
+  resetCategorizedTransactionsSelected: () =>
+    dispatch(resetCategorizedTransactionsSelected()),
 });
 
 export const withBankingActions = connect<

packages/webapp/src/hooks/query/bank-transactions.ts

@@ -0,0 +1,65 @@
+// @ts-nocheck
+import {
+  useMutation,
+  UseMutationOptions,
+  UseMutationResult,
+  useQueryClient,
+} from 'react-query';
+import useApiRequest from '../useRequest';
+import { BANK_QUERY_KEY } from '@/constants/query-keys/banking';
+import t from './types';
+
+type UncategorizeTransactionsBulkValues = { ids: Array<number> };
+interface UncategorizeBankTransactionsBulkResponse {}
+
+/**
+ * Uncategorize the given categorized transactions in bulk.
+ * @param {UseMutationResult<PuaseFeedsBankAccountResponse, Error, ExcludeBankTransactionValue>} options
+ * @returns {UseMutationResult<PuaseFeedsBankAccountResponse, Error, ExcludeBankTransactionValue>}
+ */
+export function useUncategorizeTransactionsBulkAction(
+  options?: UseMutationOptions<
+    UncategorizeBankTransactionsBulkResponse,
+    Error,
+    UncategorizeTransactionsBulkValues
+  >,
+): UseMutationResult<
+  UncategorizeBankTransactionsBulkResponse,
+  Error,
+  UncategorizeTransactionsBulkValues
+> {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<
+    UncategorizeBankTransactionsBulkResponse,
+    Error,
+    UncategorizeTransactionsBulkValues
+  >(
+    (value) =>
+      apiRequest.post(`/cashflow/transactions/uncategorize/bulk`, {
+        ids: value.ids,
+      }),
+    {
+      onSuccess: (res, values) => {
+        // Invalidate the account uncategorized transactions.
+        queryClient.invalidateQueries(
+          t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
+        );
+        // Invalidate the account transactions.
+        queryClient.invalidateQueries(t.CASHFLOW_ACCOUNT_TRANSACTIONS_INFINITY);
+
+        // Invalidate bank account summary.
+        queryClient.invalidateQueries(BANK_QUERY_KEY.BANK_ACCOUNT_SUMMARY_META);
+
+        // Invalidate the recognized transactions.
+        queryClient.invalidateQueries([
+          BANK_QUERY_KEY.RECOGNIZED_BANK_TRANSACTIONS_INFINITY,
+        ]);
+        // Invalidate the account.
+        queryClient.invalidateQueries(t.ACCOUNT);
+      },
+      ...options,
+    },
+  );
+}

packages/webapp/src/store/banking/banking.reducer.ts

@@ -12,6 +12,8 @@ interface StorePlaidState {
   transactionsToCategorizeSelected: Array<number | string>;
 
   enableMultipleCategorization: boolean;
+
+  categorizedTransactionsSelected: Array<number | string>;
 }
 
 export const PlaidSlice = createSlice({
@@ -28,6 +30,7 @@ export const PlaidSlice = createSlice({
     excludedTransactionsSelected: [],
     transactionsToCategorizeSelected: [],
     enableMultipleCategorization: false,
+    categorizedTransactionsSelected: [],
   } as StorePlaidState,
   reducers: {
     setPlaidId: (state: StorePlaidState, action: PayloadAction<string>) => {
@@ -176,6 +179,26 @@ export const PlaidSlice = createSlice({
     ) => {
       state.enableMultipleCategorization = action.payload.enable;
     },
+
+    /**
+     * Sets the selected ids of the categorized transactions.
+     * @param {StorePlaidState}
+     * @param {PayloadAction<{ ids: Array<string | number> }>}
+     */
+    setCategorizedTransactionsSelected: (
+      state: StorePlaidState,
+      action: PayloadAction<{ ids: Array<string | number> }>,
+    ) => {
+      state.categorizedTransactionsSelected = action.payload.ids;
+    },
+
+    /**
+     * Resets the selected categorized transcations.
+     * @param {StorePlaidState}
+     */
+    resetCategorizedTransactionsSelected: (state: StorePlaidState) => {
+      state.categorizedTransactionsSelected = [];
+    },
   },
 });
 
@@ -195,6 +218,8 @@ export const {
   removeTransactionsToCategorizeSelected,
   resetTransactionsToCategorizeSelected,
   enableMultipleCategorization,
+  setCategorizedTransactionsSelected,
+  resetCategorizedTransactionsSelected,
 } = PlaidSlice.actions;
 
 export const getPlaidToken = (state: any) => state.plaid.plaidToken;