feat: wip uncategorize bank transaction

packages/server/src/interfaces/CashflowService.ts

@@ -138,13 +138,15 @@ export interface ICashflowTransactionCategorizedPayload {
 }
 export interface ICashflowTransactionUncategorizingPayload {
   tenantId: number;
+  uncategorizedTransactionId: number;
   oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
   trx: Knex.Transaction;
 }
 export interface ICashflowTransactionUncategorizedPayload {
   tenantId: number;
-  uncategorizedTransaction: IUncategorizedCashflowTransaction;
-  oldUncategorizedTransaction: IUncategorizedCashflowTransaction;
+  uncategorizedTransactionId: number;
+  uncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
   trx: Knex.Transaction;
 }
 

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

@@ -8,6 +8,7 @@ import {
   ICashflowTransactionUncategorizedPayload,
   ICashflowTransactionUncategorizingPayload,
 } from '@/interfaces';
+import { validateTransactionShouldBeCategorized } from './utils';
 
 @Service()
 export class UncategorizeCashflowTransaction {
@@ -24,11 +25,12 @@ export class UncategorizeCashflowTransaction {
    * Uncategorizes the given cashflow transaction.
    * @param {number} tenantId
    * @param {number} cashflowTransactionId
+   * @returns {Promise<Array<number>>}
    */
   public async uncategorize(
     tenantId: number,
     uncategorizedTransactionId: number
-  ) {
+  ): Promise<Array<number>> {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
 
     const oldUncategorizedTransaction =
@@ -36,6 +38,22 @@ export class UncategorizeCashflowTransaction {
         .findById(uncategorizedTransactionId)
         .throwIfNotFound();
 
+    validateTransactionShouldBeCategorized(oldUncategorizedTransaction);
+
+    const associatedUncategorizedTransactions =
+      await UncategorizedCashflowTransaction.query()
+        .where('categorizeRefId', oldUncategorizedTransaction.categorizeRefId)
+        .where(
+          'categorizeRefType',
+          oldUncategorizedTransaction.categorizeRefType
+        );
+    const oldUncategorizedTransactions = [
+      oldUncategorizedTransaction,
+      ...associatedUncategorizedTransactions,
+    ];
+    const oldUncategoirzedTransactionsIds = oldUncategorizedTransactions.map(
+      (t) => t.id
+    );
     // Updates the transaction under UOW.
     return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
       // Triggers `onTransactionUncategorizing` event.
@@ -43,30 +61,36 @@ export class UncategorizeCashflowTransaction {
         events.cashflow.onTransactionUncategorizing,
         {
           tenantId,
+          uncategorizedTransactionId,
+          oldUncategorizedTransactions,
           trx,
         } as ICashflowTransactionUncategorizingPayload
       );
       // Removes the ref relation with the related transaction.
-      const uncategorizedTransaction =
-        await UncategorizedCashflowTransaction.query(trx).updateAndFetchById(
-          uncategorizedTransactionId,
-          {
-            categorized: false,
-            categorizeRefId: null,
-            categorizeRefType: null,
-          }
+      await UncategorizedCashflowTransaction.query(trx)
+        .whereIn('id', oldUncategoirzedTransactionsIds)
+        .patch({
+          categorized: false,
+          categorizeRefId: null,
+          categorizeRefType: null,
+        });
+      const uncategorizedTransactions =
+        await UncategorizedCashflowTransaction.query().whereIn(
+          'id',
+          oldUncategoirzedTransactionsIds
         );
       // Triggers `onTransactionUncategorized` event.
       await this.eventPublisher.emitAsync(
         events.cashflow.onTransactionUncategorized,
         {
           tenantId,
-          uncategorizedTransaction,
-          oldUncategorizedTransaction,
+          uncategorizedTransactionId,
+          uncategorizedTransactions,
+          oldUncategorizedTransactions,
           trx,
         } as ICashflowTransactionUncategorizedPayload
       );
-      return uncategorizedTransaction;
+      return oldUncategoirzedTransactionsIds;
     });
   }
 }

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

@@ -16,7 +16,9 @@ export const ERRORS = {
   CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED:
     'CANNOT_DELETE_TRANSACTION_CONVERTED_FROM_UNCATEGORIZED',
 
-  CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION: 'CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION'
+  CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION: 'CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION',
+  TRANSACTION_NOT_CATEGORIZED: 'TRANSACTION_NOT_CATEGORIZED'
+
 };
 
 export enum CASHFLOW_DIRECTION {

packages/server/src/services/Cashflow/subscribers/DecrementUncategorizedTransactionOnCategorize.ts

@@ -50,12 +50,15 @@ export class DecrementUncategorizedTransactionOnCategorize {
    */
   public async incrementUnCategorizedTransactionsOnUncategorized({
     tenantId,
-    uncategorizedTransaction,
+    uncategorizedTransactions,
   }: ICashflowTransactionUncategorizedPayload) {
     const { Account } = this.tenancy.models(tenantId);
 
+    const uncategorizedTransactionIds = uncategorizedTransactions?.map(
+      (t) => t.id
+    );
     await Account.query()
-      .findById(uncategorizedTransaction.accountId)
+      .whereIn('id', uncategorizedTransactionIds)
       .increment('uncategorizedTransactions', 1);
   }
 

packages/server/src/services/Cashflow/subscribers/DeleteCashflowTransactionOnUncategorize.ts

@@ -1,8 +1,10 @@
 import { Inject, Service } from 'typedi';
+import { PromisePool } from '@supercharge/promise-pool';
 import events from '@/subscribers/events';
 import { ICashflowTransactionUncategorizedPayload } from '@/interfaces';
 import { DeleteCashflowTransaction } from '../DeleteCashflowTransactionService';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { ServiceError } from '@/exceptions';
 
 @Service()
 export class DeleteCashflowTransactionOnUncategorize {
@@ -25,18 +27,27 @@ export class DeleteCashflowTransactionOnUncategorize {
    */
   public async deleteCashflowTransactionOnUncategorize({
     tenantId,
-    oldUncategorizedTransaction,
+    oldUncategorizedTransactions,
     trx,
   }: ICashflowTransactionUncategorizedPayload) {
-    // Deletes the cashflow transaction.
-    if (
-      oldUncategorizedTransaction.categorizeRefType === 'CashflowTransaction'
-    ) {
-      await this.deleteCashflowTransactionService.deleteCashflowTransaction(
-        tenantId,
+    const _oldUncategorizedTransactions = oldUncategorizedTransactions.filter(
+      (transaction) => transaction.categorizeRefType === 'CashflowTransaction'
+    );
 
-        oldUncategorizedTransaction.categorizeRefId
-      );
+    // Deletes the cashflow transaction.
+    if (_oldUncategorizedTransactions.length > 0) {
+      const result = await PromisePool.withConcurrency(1)
+        .for(_oldUncategorizedTransactions)
+        .process(async (oldUncategorizedTransaction) => {
+          await this.deleteCashflowTransactionService.deleteCashflowTransaction(
+            tenantId,
+            oldUncategorizedTransaction.categorizeRefId,
+            trx
+          );
+        });
+      if (result.errors) {
+        throw new ServiceError('SOMETHING_WRONG');
+      }
     }
   }
 }

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

@@ -85,3 +85,12 @@ export const validateUncategorizedTransactionsNotExcluded = (
     });
   }
 };
+
+
+export const validateTransactionShouldBeCategorized = (
+  uncategorizedTransaction: any
+) => {
+  if (!uncategorizedTransaction.categorized) {
+    throw new ServiceError(ERRORS.TRANSACTION_NOT_CATEGORIZED);
+  }
+};

packages/webapp/src/hooks/query/cashflowAccounts.tsx

@@ -243,8 +243,7 @@ export function useCategorizeTransaction(props) {
   const apiRequest = useApiRequest();
 
   return useMutation(
-    ([id, values]) =>
-      apiRequest.post(`cashflow/transactions/${id}/categorize`, values),
+    (values) => apiRequest.post(`cashflow/transactions/categorize`, values),
     {
       onSuccess: (res, id) => {
         // Invalidate queries.
@@ -279,7 +278,6 @@ export function useUncategorizeTransaction(props) {
         queryClient.invalidateQueries(
           t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
         );
-
         // Invalidate bank account summary.
         queryClient.invalidateQueries('BANK_ACCOUNT_SUMMARY_META');
       },

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

@@ -1,4 +1,4 @@
-import { uniq } from 'lodash';
+import { castArray, uniq } from 'lodash';
 import { PayloadAction, createSlice } from '@reduxjs/toolkit';
 
 interface StorePlaidState {
@@ -113,7 +113,10 @@ export const PlaidSlice = createSlice({
       state: StorePlaidState,
       action: PayloadAction<{ ids: Array<string | number> }>,
     ) => {
-      state.transactionsToCategorizeSelected = action.payload.ids;
+      const ids = castArray(action.payload.ids);
+
+      state.transactionsToCategorizeSelected = ids;
+      state.openMatchingTransactionAside = true;
     },
 
     /**
@@ -129,6 +132,7 @@ export const PlaidSlice = createSlice({
         ...state.transactionsToCategorizeSelected,
         action.payload.id,
       ]);
+      state.openMatchingTransactionAside = true;
     },
 
     /**
@@ -144,6 +148,12 @@ export const PlaidSlice = createSlice({
         state.transactionsToCategorizeSelected.filter(
           (t) => t !== action.payload.id,
         );
+
+      if (state.transactionsToCategorizeSelected.length === 0) {
+        state.openMatchingTransactionAside = false;
+      } else {
+        state.openMatchingTransactionAside = true;
+      }
     },
 
     /**
@@ -152,6 +162,7 @@ export const PlaidSlice = createSlice({
      */
     resetTransactionsToCategorizeSelected: (state: StorePlaidState) => {
       state.transactionsToCategorizeSelected = [];
+      state.openMatchingTransactionAside = false;
     },
 
     /**