fizx: remove debug console.log

.all-contributorsrc

@@ -132,24 +132,6 @@
       "contributions": [
         "bug"
       ]
-    },
-    {
-      "login": "oleynikd",
-      "name": "Denis",
-      "avatar_url": "https://avatars.githubusercontent.com/u/3976868?v=4",
-      "profile": "https://github.com/oleynikd",
-      "contributions": [
-        "bug"
-      ]
-    },
-    {
-      "login": "mittalsam98",
-      "name": "Sachin Mittal",
-      "avatar_url": "https://avatars.githubusercontent.com/u/42431274?v=4",
-      "profile": "https://myself.vercel.app/",
-      "contributions": [
-        "bug"
-      ]
     }
   ],
   "contributorsPerLine": 7,

README.md

@@ -126,10 +126,6 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="http://vederis.id"><img src="https://avatars.githubusercontent.com/u/13505006?v=4?s=100" width="100px;" alt="Vederis Leunardus"/><br /><sub><b>Vederis Leunardus</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=cloudsbird" title="Code">💻</a></td>
       <td align="center" valign="top" width="14.28%"><a href="http://www.pivoten.com"><img src="https://avatars.githubusercontent.com/u/104120598?v=4?s=100" width="100px;" alt="Chris Cantrell"/><br /><sub><b>Chris Cantrell</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Accantrell72" title="Bug reports">🐛</a></td>
     </tr>
-    <tr>
-      <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
-      <td align="center" valign="top" width="14.28%"><a href="https://myself.vercel.app/"><img src="https://avatars.githubusercontent.com/u/42431274?v=4?s=100" width="100px;" alt="Sachin Mittal"/><br /><sub><b>Sachin Mittal</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Amittalsam98" title="Bug reports">🐛</a></td>
-    </tr>
   </tbody>
 </table>
 

packages/server/src/api/controllers/Attachments/AttachmentsController.ts

@@ -250,12 +250,10 @@ export class AttachmentsController extends BaseController {
     res: Response,
     next: NextFunction
   ): Promise<Response | void> {
-    const { tenantId } = req;
     const { id: documentKey } = req.params;
 
     try {
       const presignedUrl = await this.attachmentsApplication.getPresignedUrl(
-        tenantId,
         documentKey
       );
       return res.status(200).send({ presignedUrl });

packages/server/src/api/controllers/Banking/BankAccountsController.ts

@@ -1,9 +1,9 @@
 import { Inject, Service } from 'typedi';
 import { NextFunction, Request, Response, Router } from 'express';
 import BaseController from '@/api/controllers/BaseController';
+import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 import { GetBankAccountSummary } from '@/services/Banking/BankAccounts/GetBankAccountSummary';
 import { BankAccountsApplication } from '@/services/Banking/BankAccounts/BankAccountsApplication';
-import { param } from 'express-validator';
 
 @Service()
 export class BankAccountsController extends BaseController {
@@ -25,22 +25,6 @@ export class BankAccountsController extends BaseController {
       this.disconnectBankAccount.bind(this)
     );
     router.post('/:bankAccountId/update', this.refreshBankAccount.bind(this));
-    router.post(
-      '/:bankAccountId/pause_feeds',
-      [
-        param('bankAccountId').exists().isNumeric().toInt(),
-      ],
-      this.validationResult,
-      this.pauseBankAccountFeeds.bind(this)
-    );
-    router.post(
-      '/:bankAccountId/resume_feeds',
-      [
-        param('bankAccountId').exists().isNumeric().toInt(),
-      ],
-      this.validationResult,
-      this.resumeBankAccountFeeds.bind(this)
-    );
 
     return router;
   }
@@ -125,58 +109,4 @@ export class BankAccountsController extends BaseController {
       next(error);
     }
   }
-
-  /**
-   * Resumes the bank account feeds sync.
-   * @param {Request} req 
-   * @param {Response} res 
-   * @param {NextFunction} next 
-   * @returns {Promise<Response | void>}
-   */
-  async resumeBankAccountFeeds(
-    req: Request<{ bankAccountId: number }>,
-    res: Response,
-    next: NextFunction
-  ) {
-    const { bankAccountId } = req.params;
-    const { tenantId } = req;
-
-    try {
-      await this.bankAccountsApp.resumeBankAccount(tenantId, bankAccountId);
-
-      return res.status(200).send({
-        message: 'The bank account feeds syncing has been resumed.',
-        id: bankAccountId,
-      });
-    } catch (error) {
-      next(error);
-    }
-  }
-
-  /**
-   * Pauses the bank account feeds sync.
-   * @param {Request} req 
-   * @param {Response} res 
-   * @param {NextFunction} next 
-   * @returns {Promise<Response | void>}
-   */
-  async pauseBankAccountFeeds(
-    req: Request<{ bankAccountId: number }>,
-    res: Response,
-    next: NextFunction
-  ) {
-    const { bankAccountId } = req.params;
-    const { tenantId } = req;
-
-    try {
-      await this.bankAccountsApp.pauseBankAccount(tenantId, bankAccountId);
-
-      return res.status(200).send({
-        message: 'The bank account feeds syncing has been paused.',
-        id: bankAccountId,
-      });
-    } catch (error) {
-      next(error);
-    }
-  }
 }

packages/server/src/api/controllers/Banking/BankTransactionsMatchingController.ts

@@ -1,8 +1,12 @@
 import { Inject, Service } from 'typedi';
-import { body, param } from 'express-validator';
 import { NextFunction, Request, Response, Router } from 'express';
 import BaseController from '@/api/controllers/BaseController';
 import { MatchBankTransactionsApplication } from '@/services/Banking/Matching/MatchBankTransactionsApplication';
+import { body, param } from 'express-validator';
+import {
+  GetMatchedTransactionsFilter,
+  IMatchTransactionsDTO,
+} from '@/services/Banking/Matching/types';
 
 @Service()
 export class BankTransactionsMatchingController extends BaseController {
@@ -16,17 +20,9 @@ export class BankTransactionsMatchingController extends BaseController {
     const router = Router();
 
     router.post(
-      '/unmatch/:transactionId',
-      [param('transactionId').exists()],
-      this.validationResult,
-      this.unmatchMatchedBankTransaction.bind(this)
-    );
-    router.post(
-      '/match',
+      '/:transactionId',
       [
-        body('uncategorizedTransactions').exists().isArray({ min: 1 }),
-        body('uncategorizedTransactions.*').isNumeric().toInt(),
-
+        param('transactionId').exists(),
         body('matchedTransactions').isArray({ min: 1 }),
         body('matchedTransactions.*.reference_type').exists(),
         body('matchedTransactions.*.reference_id').isNumeric().toInt(),
@@ -34,6 +30,12 @@ export class BankTransactionsMatchingController extends BaseController {
       this.validationResult,
       this.matchBankTransaction.bind(this)
     );
+    router.post(
+      '/unmatch/:transactionId',
+      [param('transactionId').exists()],
+      this.validationResult,
+      this.unmatchMatchedBankTransaction.bind(this)
+    );
     return router;
   }
 
@@ -48,21 +50,21 @@ export class BankTransactionsMatchingController extends BaseController {
     req: Request<{ transactionId: number }>,
     res: Response,
     next: NextFunction
-  ): Promise<Response | null> {
+  ) {
     const { tenantId } = req;
-    const bodyData = this.matchedBodyData(req);
-
-    const uncategorizedTransactions = bodyData?.uncategorizedTransactions;
-    const matchedTransactions = bodyData?.matchedTransactions;
+    const { transactionId } = req.params;
+    const matchTransactionDTO = this.matchedBodyData(
+      req
+    ) as IMatchTransactionsDTO;
 
     try {
       await this.bankTransactionsMatchingApp.matchTransaction(
         tenantId,
-        uncategorizedTransactions,
-        matchedTransactions
+        transactionId,
+        matchTransactionDTO
       );
       return res.status(200).send({
-        ids: uncategorizedTransactions,
+        id: transactionId,
         message: 'The bank transaction has been matched.',
       });
     } catch (error) {

packages/server/src/api/controllers/Banking/BankingController.ts

@@ -6,7 +6,6 @@ import { BankingRulesController } from './BankingRulesController';
 import { BankTransactionsMatchingController } from './BankTransactionsMatchingController';
 import { RecognizedTransactionsController } from './RecognizedTransactionsController';
 import { BankAccountsController } from './BankAccountsController';
-import { BankingUncategorizedController } from './BankingUncategorizedController';
 
 @Service()
 export class BankingController extends BaseController {
@@ -30,10 +29,6 @@ export class BankingController extends BaseController {
       '/bank_accounts',
       Container.get(BankAccountsController).router()
     );
-    router.use(
-      '/categorize',
-      Container.get(BankingUncategorizedController).router()
-    );
     return router;
   }
 }

packages/server/src/api/controllers/Banking/BankingRulesController.ts

@@ -34,15 +34,16 @@ export class BankingRulesController extends BaseController {
       body('conditions.*.comparator')
         .exists()
         .isIn(['equals', 'contains', 'not_contain'])
-        .default('contain')
-        .trim(),
-      body('conditions.*.value').exists().trim(),
+        .default('contain'),
+      body('conditions.*.value').exists(),
 
       // Assign
       body('assign_category').isString(),
       body('assign_account_id').isInt({ min: 0 }),
       body('assign_payee').isString().optional({ nullable: true }),
       body('assign_memo').isString().optional({ nullable: true }),
+
+      body('recognition').isBoolean().toBoolean().optional({ nullable: true }),
     ];
   }
 

packages/server/src/api/controllers/Banking/BankingUncategorizedController.ts

@@ -1,57 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { NextFunction, Request, Response, Router } from 'express';
-import { query } from 'express-validator';
-import BaseController from '../BaseController';
-import { GetAutofillCategorizeTransaction } from '@/services/Banking/RegonizeTranasctions/GetAutofillCategorizeTransaction';
-
-@Service()
-export class BankingUncategorizedController extends BaseController {
-  @Inject()
-  private getAutofillCategorizeTransactionService: GetAutofillCategorizeTransaction;
-
-  /**
-   * Router constructor.
-   */
-  router() {
-    const router = Router();
-
-    router.get(
-      '/autofill',
-      [
-        query('uncategorizedTransactionIds').isArray({ min: 1 }),
-        query('uncategorizedTransactionIds.*').isNumeric().toInt(),
-      ],
-      this.validationResult,
-      this.getAutofillCategorizeTransaction.bind(this)
-    );
-    return router;
-  }
-
-  /**
-   * Retrieves the autofill values of the categorize form of the given
-   * uncategorized transactions.
-   * @param {Request} req
-   * @param {Response} res
-   * @param {NextFunction} next
-   * @returns {Promise<Response | null>}
-   */
-  public async getAutofillCategorizeTransaction(
-    req: Request,
-    res: Response,
-    next: NextFunction
-  ) {
-    const { tenantId } = req;
-    const uncategorizedTransactionIds = req.query.uncategorizedTransactionIds;
-
-    try {
-      const data =
-        await this.getAutofillCategorizeTransactionService.getAutofillCategorizeTransaction(
-          tenantId,
-          uncategorizedTransactionIds
-        );
-      return res.status(200).send({ data });
-    } catch (error) {
-      next(error);
-    }
-  }
-}

packages/server/src/api/controllers/Banking/ExcludeBankTransactionsController.ts

@@ -42,11 +42,7 @@ export class ExcludeBankTransactionsController extends BaseController {
     );
     router.get(
       '/excluded',
-      [
-        query('account_id').optional().isNumeric().toInt(),
-        query('page').optional().isNumeric().toInt(),
-        query('page_size').optional().isNumeric().toInt(),
-      ],
+      [],
       this.validationResult,
       this.getExcludedBankTransactions.bind(this)
     );
@@ -181,7 +177,7 @@ export class ExcludeBankTransactionsController extends BaseController {
     next: NextFunction
   ): Promise<Response | void> {
     const { tenantId } = req;
-    const filter = this.matchedQueryData(req);
+    const filter = this.matchedBodyData(req);
 
     try {
       const data =

packages/server/src/api/controllers/Banking/RecognizedTransactionsController.ts

@@ -1,6 +1,5 @@
 import { Inject, Service } from 'typedi';
 import { NextFunction, Request, Response, Router } from 'express';
-import { query } from 'express-validator';
 import BaseController from '@/api/controllers/BaseController';
 import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
@@ -15,16 +14,7 @@ export class RecognizedTransactionsController extends BaseController {
   router() {
     const router = Router();
 
-    router.get(
-      '/',
-      [
-        query('page').optional().isNumeric().toInt(),
-        query('page_size').optional().isNumeric().toInt(),
-        query('account_id').optional().isNumeric().toInt(),
-      ],
-      this.validationResult,
-      this.getRecognizedTransactions.bind(this)
-    );
+    router.get('/', this.getRecognizedTransactions.bind(this));
     router.get(
       '/transactions/:uncategorizedTransactionId',
       this.getRecognizedTransaction.bind(this)

packages/server/src/api/controllers/Cashflow/GetCashflowTransaction.ts

@@ -1,6 +1,6 @@
 import { Service, Inject } from 'typedi';
 import { Router, Request, Response, NextFunction } from 'express';
-import { param, query } from 'express-validator';
+import { param } from 'express-validator';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
@@ -24,12 +24,7 @@ export default class GetCashflowAccounts extends BaseController {
     const router = Router();
 
     router.get(
-      '/transactions/matches',
-      [
-        query('uncategorizeTransactionsIds').exists().isArray({ min: 1 }),
-        query('uncategorizeTransactionsIds.*').exists().isNumeric().toInt(),
-      ],
-      this.validationResult,
+      '/transactions/:transactionId/matches',
       this.getMatchedTransactions.bind(this)
     );
     router.get(
@@ -49,7 +44,7 @@ export default class GetCashflowAccounts extends BaseController {
    * @param {NextFunction} next
    */
   private getCashflowTransaction = async (
-    req: Request<{ transactionId: number }>,
+    req: Request,
     res: Response,
     next: NextFunction
   ) => {
@@ -76,24 +71,19 @@ export default class GetCashflowAccounts extends BaseController {
    * @param {NextFunction} next
    */
   private async getMatchedTransactions(
-    req: Request<
-      { transactionId: number },
-      null,
-      null,
-      { uncategorizeTransactionsIds: Array<number> }
-    >,
+    req: Request<{ transactionId: number }>,
     res: Response,
     next: NextFunction
   ) {
     const { tenantId } = req;
-    const uncategorizeTransactionsIds = req.query.uncategorizeTransactionsIds;
+    const { transactionId } = req.params;
     const filter = this.matchedQueryData(req) as GetMatchedTransactionsFilter;
 
     try {
       const data =
         await this.bankTransactionsMatchingApp.getMatchedTransactions(
           tenantId,
-          uncategorizeTransactionsIds,
+          transactionId,
           filter
         );
       return res.status(200).send(data);

packages/server/src/api/controllers/Cashflow/NewCashflowTransaction.ts

@@ -1,15 +1,10 @@
 import { Service, Inject } from 'typedi';
 import { ValidationChain, check, param, query } from 'express-validator';
 import { Router, Request, Response, NextFunction } from 'express';
-import { omit } from 'lodash';
 import BaseController from '../BaseController';
 import { ServiceError } from '@/exceptions';
 import CheckPolicies from '@/api/middleware/CheckPolicies';
-import {
-  AbilitySubject,
-  CashflowAction,
-  ICategorizeCashflowTransactioDTO,
-} from '@/interfaces';
+import { AbilitySubject, CashflowAction } from '@/interfaces';
 import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 
 @Service()
@@ -49,7 +44,7 @@ export default class NewCashflowTransactionController extends BaseController {
       this.catchServiceErrors
     );
     router.post(
-      '/transactions/categorize',
+      '/transactions/:id/categorize',
       this.categorizeCashflowTransactionValidationSchema,
       this.validationResult,
       this.categorizeCashflowTransaction,
@@ -94,7 +89,6 @@ export default class NewCashflowTransactionController extends BaseController {
    */
   public get categorizeCashflowTransactionValidationSchema() {
     return [
-      check('uncategorized_transaction_ids').exists().isArray({ min: 1 }),
       check('date').exists().isISO8601().toDate(),
       check('credit_account_id').exists().isInt().toInt(),
       check('transaction_number').optional(),
@@ -167,7 +161,7 @@ export default class NewCashflowTransactionController extends BaseController {
    * @param {NextFunction} next
    */
   private revertCategorizedCashflowTransaction = async (
-    req: Request<{ id: number }>,
+    req: Request,
     res: Response,
     next: NextFunction
   ) => {
@@ -197,19 +191,14 @@ export default class NewCashflowTransactionController extends BaseController {
     next: NextFunction
   ) => {
     const { tenantId } = req;
-    const matchedObject = this.matchedBodyData(req);
-    const categorizeDTO = omit(matchedObject, [
-      'uncategorizedTransactionIds',
-    ]) as ICategorizeCashflowTransactioDTO;
-
-    const uncategorizedTransactionIds =
-      matchedObject.uncategorizedTransactionIds;
+    const { id: cashflowTransactionId } = req.params;
+    const cashflowTransaction = this.matchedBodyData(req);
 
     try {
       await this.cashflowApplication.categorizeTransaction(
         tenantId,
-        uncategorizedTransactionIds,
-        categorizeDTO
+        cashflowTransactionId,
+        cashflowTransaction
       );
       return res.status(200).send({
         message: 'The cashflow transaction has been created successfully.',
@@ -280,7 +269,7 @@ export default class NewCashflowTransactionController extends BaseController {
    * @param {NextFunction} next
    */
   public getUncategorizedCashflowTransactions = async (
-    req: Request<{ id: number }>,
+    req: Request,
     res: Response,
     next: NextFunction
   ) => {

packages/server/src/database/migrations/20240804084709_create_paused_at_column_to_plaid_items_table.js

@@ -1,11 +0,0 @@
-exports.up = function (knex) {
-  return knex.schema.table('plaid_items', (table) => {
-    table.datetime('paused_at');
-  });
-};
-
-exports.down = function (knex) {
-  return knex.schema.table('plaid_items', (table) => {
-    table.dropColumn('paused_at');
-  });
-};

packages/server/src/interfaces/CashFlow.ts

@@ -236,7 +236,6 @@ export interface ICashflowTransactionSchema {
 export interface ICashflowTransactionInput extends ICashflowTransactionSchema {}
 
 export interface ICategorizeCashflowTransactioDTO {
-  date: Date;
   creditAccountId: number;
   referenceNo: string;
   transactionNumber: string;

packages/server/src/interfaces/CashflowService.ts

@@ -130,23 +130,20 @@ export interface ICommandCashflowDeletedPayload {
 
 export interface ICashflowTransactionCategorizedPayload {
   tenantId: number;
-  uncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  uncategorizedTransaction: any;
   cashflowTransaction: ICashflowTransaction;
-  oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
   categorizeDTO: any;
   trx: Knex.Transaction;
 }
 export interface ICashflowTransactionUncategorizingPayload {
   tenantId: number;
-  uncategorizedTransactionId: number;
-  oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  uncategorizedTransaction: IUncategorizedCashflowTransaction;
   trx: Knex.Transaction;
 }
 export interface ICashflowTransactionUncategorizedPayload {
   tenantId: number;
-  uncategorizedTransactionId: number;
-  uncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
-  oldUncategorizedTransactions: Array<IUncategorizedCashflowTransaction>;
+  uncategorizedTransaction: IUncategorizedCashflowTransaction;
+  oldUncategorizedTransaction: IUncategorizedCashflowTransaction;
   trx: Knex.Transaction;
 }
 

packages/server/src/loaders/jobs.ts

@@ -13,9 +13,7 @@ import { PaymentReceiveMailNotificationJob } from '@/services/Sales/PaymentRecei
 import { PlaidFetchTransactionsJob } from '@/services/Banking/Plaid/PlaidFetchTransactionsJob';
 import { ImportDeleteExpiredFilesJobs } from '@/services/Import/jobs/ImportDeleteExpiredFilesJob';
 import { SendVerifyMailJob } from '@/services/Authentication/jobs/SendVerifyMailJob';
-import { ReregonizeTransactionsJob } from '@/services/Banking/RegonizeTranasctions/jobs/RerecognizeTransactionsJob';
-import { RegonizeTransactionsJob } from '@/services/Banking/RegonizeTranasctions/jobs/RecognizeTransactionsJob';
-import { RevertRegonizeTransactionsJob } from '@/services/Banking/RegonizeTranasctions/jobs/RevertRecognizedTransactionsJob';
+import { RegonizeTransactionsJob } from '@/services/Banking/RegonizeTranasctions/RecognizeTransactionsJob';
 
 export default ({ agenda }: { agenda: Agenda }) => {
   new ResetPasswordMailJob(agenda);
@@ -33,8 +31,6 @@ export default ({ agenda }: { agenda: Agenda }) => {
   new ImportDeleteExpiredFilesJobs(agenda);
   new SendVerifyMailJob(agenda);
   new RegonizeTransactionsJob(agenda);
-  new ReregonizeTransactionsJob(agenda);
-  new RevertRegonizeTransactionsJob(agenda);
 
   agenda.start().then(() => {
     agenda.every('1 hours', 'delete-expired-imported-files', {});

packages/server/src/models/PlaidItem.ts

@@ -1,8 +1,6 @@
 import TenantModel from 'models/TenantModel';
 
 export default class PlaidItem extends TenantModel {
-  pausedAt: Date;
-
   /**
    * Table name.
    */
@@ -23,19 +21,4 @@ export default class PlaidItem extends TenantModel {
   static get relationMappings() {
     return {};
   }
-
-  /**
-   * Virtual attributes.
-   */
-  static get virtualAttributes() {
-    return ['isPaused'];
-  }
-
-  /**
-   * Detarmines whether the Plaid item feeds syncing is paused.
-   * @return {boolean}
-   */
-  get isPaused() {
-    return !!this.pausedAt;
-  }
 }

packages/server/src/models/UncategorizedCashflowTransaction.ts

@@ -20,7 +20,6 @@ export default class UncategorizedCashflowTransaction extends mixin(
   description!: string;
   plaidTransactionId!: string;
   recognizedTransactionId!: number;
-  excludedAt: Date;
 
   /**
    * Table name.
@@ -32,7 +31,7 @@ export default class UncategorizedCashflowTransaction extends mixin(
   /**
    * Timestamps columns.
    */
-  get timestamps() {
+  static get timestamps() {
     return ['createdAt', 'updatedAt'];
   }
 
@@ -46,7 +45,6 @@ export default class UncategorizedCashflowTransaction extends mixin(
       'isDepositTransaction',
       'isWithdrawalTransaction',
       'isRecognized',
-      'isExcluded'
     ];
   }
 
@@ -91,14 +89,6 @@ export default class UncategorizedCashflowTransaction extends mixin(
     return !!this.recognizedTransactionId;
   }
 
-  /**
-   * Detarmines whether the transaction is excluded.
-   * @returns {boolean}
-   */
-  public get isExcluded(): boolean {
-    return !!this.excludedAt;
-  }
-
   /**
    * Model modifiers.
    */

packages/server/src/services/Accounts/AccountTransform.ts

@@ -18,18 +18,9 @@ export class AccountTransformer extends Transformer {
       'flattenName',
       'bankBalanceFormatted',
       'lastFeedsUpdatedAtFormatted',
-      'isFeedsPaused',
     ];
   };
 
-  /**
-   * Exclude attributes.
-   * @returns {string[]}
-   */
-  public excludeAttributes = (): string[] => {
-    return ['plaidItem'];
-  };
-
   /**
    * Retrieves the flatten name with all dependants accounts names.
    * @param {IAccount} account -
@@ -75,15 +66,6 @@ export class AccountTransformer extends Transformer {
     return this.formatDate(account.lastFeedsUpdatedAt);
   };
 
-  /**
-   * Detarmines whether the bank account connection is paused.
-   * @param account
-   * @returns {boolean}
-   */
-  protected isFeedsPaused = (account: any): boolean => {
-    return account.plaidItem?.isPaused || false;
-  };
-
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

packages/server/src/services/Accounts/GetAccount.ts

@@ -25,10 +25,7 @@ export class GetAccount {
     const { accountRepository } = this.tenancy.repositories(tenantId);
 
     // Find the given account or throw not found error.
-    const account = await Account.query()
-      .findById(accountId)
-      .withGraphFetched('plaidItem')
-      .throwIfNotFound();
+    const account = await Account.query().findById(accountId).throwIfNotFound();
 
     const accountsGraph = await accountRepository.getDependencyGraph();
 

packages/server/src/services/Attachments/AttachmentsApplication.ts

@@ -96,11 +96,10 @@ export class AttachmentsApplication {
 
   /**
    * Retrieves the presigned url of the given attachment key.
-   * @param {number} tenantId
    * @param {string} key
    * @returns {Promise<string>}
    */
-  public getPresignedUrl(tenantId: number, key: string): Promise<string> {
-    return this.getPresignedUrlService.getPresignedUrl(tenantId, key);
+  public getPresignedUrl(key: string): Promise<string> {
+    return this.getPresignedUrlService.getPresignedUrl(key);
   }
 }

packages/server/src/services/Attachments/GetAttachmentPresignedUrl.ts

@@ -1,34 +1,20 @@
-import { Inject, Service } from 'typedi';
+import { Service } from 'typedi';
 import { GetObjectCommand } from '@aws-sdk/client-s3';
 import { getSignedUrl } from '@aws-sdk/s3-request-presigner';
 import { s3 } from '@/lib/S3/S3';
 import config from '@/config';
-import HasTenancyService from '../Tenancy/TenancyService';
 
 @Service()
 export class getAttachmentPresignedUrl {
-  @Inject()
-  private tenancy: HasTenancyService;
-
   /**
-   * Retrieves the presigned url of the given attachment key with the original filename.
-   * @param {number} tenantId
+   * Retrieves the presigned url of the given attachment key.
    * @param {string} key
-   * @returns {string}
+   * @returns {Promise<string?>}
    */
-  async getPresignedUrl(tenantId: number, key: string) {
-    const { Document } = this.tenancy.models(tenantId);
-    const foundDocument = await Document.query().findOne({ key });
-
-    let ResponseContentDisposition = 'attachment';
-    if (foundDocument && foundDocument.originName) {
-      ResponseContentDisposition += `; filename="${foundDocument.originName}"`;
-    }
-
+  async getPresignedUrl(key: string) {
     const command = new GetObjectCommand({
       Bucket: config.s3.bucket,
       Key: key,
-      ResponseContentDisposition,
     });
     const signedUrl = await getSignedUrl(s3, command, { expiresIn: 300 });
 

packages/server/src/services/Banking/BankAccounts/BankAccountsApplication.tsx

@@ -1,8 +1,6 @@
 import { Inject, Service } from 'typedi';
 import { DisconnectBankAccount } from './DisconnectBankAccount';
 import { RefreshBankAccountService } from './RefreshBankAccount';
-import { PauseBankAccountFeeds } from './PauseBankAccountFeeds';
-import { ResumeBankAccountFeeds } from './ResumeBankAccountFeeds';
 
 @Service()
 export class BankAccountsApplication {
@@ -12,12 +10,6 @@ export class BankAccountsApplication {
   @Inject()
   private refreshBankAccountService: RefreshBankAccountService;
 
-  @Inject()
-  private resumeBankAccountFeedsService: ResumeBankAccountFeeds;
-
-  @Inject()
-  private pauseBankAccountFeedsService: PauseBankAccountFeeds;
-
   /**
    * Disconnects the given bank account.
    * @param {number} tenantId
@@ -35,7 +27,7 @@ export class BankAccountsApplication {
    * Refresh the bank transactions of the given bank account.
    * @param {number} tenantId
    * @param {number} bankAccountId
-   * @returns {Promise<void>}
+   * @returns {Promise<void>} 
    */
   async refreshBankAccount(tenantId: number, bankAccountId: number) {
     return this.refreshBankAccountService.refreshBankAccount(
@@ -43,30 +35,4 @@ export class BankAccountsApplication {
       bankAccountId
     );
   }
-
-  /**
-   * Pauses the feeds sync of the given bank account.
-   * @param {number} tenantId
-   * @param {number} bankAccountId
-   * @returns {Promise<void>}
-   */
-  async pauseBankAccount(tenantId: number, bankAccountId: number) {
-    return this.pauseBankAccountFeedsService.pauseBankAccountFeeds(
-      tenantId,
-      bankAccountId
-    );
-  }
-
-  /**
-   * Resumes the feeds sync of the given bank account.
-   * @param {number} tenantId
-   * @param {number} bankAccountId
-   * @returns {Promise<void>}
-   */
-  async resumeBankAccount(tenantId: number, bankAccountId: number) {
-    return this.resumeBankAccountFeedsService.resumeBankAccountFeeds(
-      tenantId,
-      bankAccountId
-    );
-  }
 }

packages/server/src/services/Banking/BankAccounts/GetBankAccountSummary.ts

@@ -1,7 +1,6 @@
 import { Inject, Service } from 'typedi';
 import { initialize } from 'objection';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
-import { UncategorizedTransactionTransformer } from '@/services/Cashflow/UncategorizedTransactionTransformer';
 
 @Service()
 export class GetBankAccountSummary {
@@ -32,21 +31,17 @@ export class GetBankAccountSummary {
       .findById(bankAccountId)
       .throwIfNotFound();
 
-    const commonQuery = (q) => {
-      // Include just the given account.
-      q.where('accountId', bankAccountId);
-
-      // Only the not excluded.
-      q.modify('notExcluded');
-
-      // Only the not categorized.
-      q.modify('notCategorized');
-    };
-
     // Retrieves the uncategorized transactions count of the given bank account.
     const uncategorizedTranasctionsCount =
       await UncategorizedCashflowTransaction.query().onBuild((q) => {
-        commonQuery(q);
+        // Include just the given account.
+        q.where('accountId', bankAccountId);
+
+        // Only the not excluded.
+        q.modify('notExcluded');
+
+        // Only the not categorized.
+        q.modify('notCategorized');
 
         // Only the not matched bank transactions.
         q.withGraphJoined('matchedBankTransactions');
@@ -57,40 +52,25 @@ export class GetBankAccountSummary {
         q.first();
       });
 
-    // Retrives the recognized transactions count.
-    const recognizedTransactionsCount =
-      await UncategorizedCashflowTransaction.query().onBuild((q) => {
-        commonQuery(q);
-
-        q.withGraphJoined('recognizedTransaction');
-        q.whereNotNull('recognizedTransaction.id');
-
-        // Count the results.
-        q.count('uncategorized_cashflow_transactions.id as total');
-        q.first();
-      });
-
-    const excludedTransactionsCount =
-      await UncategorizedCashflowTransaction.query().onBuild((q) => {
-        q.where('accountId', bankAccountId);
-        q.modify('excluded');
-
-        // Count the results.
-        q.count('uncategorized_cashflow_transactions.id as total');
-        q.first();
-      });
+    // Retrieves the recognized transactions count of the given bank account.
+    const recognizedTransactionsCount = await RecognizedBankTransaction.query()
+      .whereExists(
+        UncategorizedCashflowTransaction.query().where(
+          'accountId',
+          bankAccountId
+        )
+      )
+      .count('id as total')
+      .first();
 
     const totalUncategorizedTransactions =
       uncategorizedTranasctionsCount?.total || 0;
     const totalRecognizedTransactions = recognizedTransactionsCount?.total || 0;
 
-    const totalExcludedTransactions = excludedTransactionsCount?.total || 0;
-
     return {
       name: bankAccount.name,
       totalUncategorizedTransactions,
       totalRecognizedTransactions,
-      totalExcludedTransactions,
     };
   }
 }

packages/server/src/services/Banking/BankAccounts/PauseBankAccountFeeds.tsx

@@ -1,44 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { Knex } from 'knex';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import UnitOfWork from '@/services/UnitOfWork';
-import { ServiceError } from '@/exceptions';
-import { ERRORS } from './types';
-
-@Service()
-export class PauseBankAccountFeeds {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private uow: UnitOfWork;
-
-  /**
-   * Pauses the bankfeed syncing of the given bank account.
-   * @param {number} tenantId
-   * @param {number} bankAccountId
-   * @returns {Promise<void>}
-   */
-  public async pauseBankAccountFeeds(tenantId: number, bankAccountId: number) {
-    const { Account, PlaidItem } = this.tenancy.models(tenantId);
-
-    const oldAccount = await Account.query()
-      .findById(bankAccountId)
-      .withGraphFetched('plaidItem')
-      .throwIfNotFound();
-
-    // Can't continue if the bank account is not connected.
-    if (!oldAccount.plaidItem) {
-      throw new ServiceError(ERRORS.BANK_ACCOUNT_NOT_CONNECTED);
-    }
-    // Cannot continue if the bank account feeds is already paused.
-    if (oldAccount.plaidItem.isPaused) {
-      throw new ServiceError(ERRORS.BANK_ACCOUNT_FEEDS_ALREADY_PAUSED);
-    }
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      await PlaidItem.query(trx).findById(oldAccount.plaidItem.id).patch({
-        pausedAt: new Date(),
-      });
-    });
-  }
-}

packages/server/src/services/Banking/BankAccounts/ResumeBankAccountFeeds.tsx

@@ -1,43 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { Knex } from 'knex';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import UnitOfWork from '@/services/UnitOfWork';
-import { ServiceError } from '@/exceptions';
-import { ERRORS } from './types';
-
-@Service()
-export class ResumeBankAccountFeeds {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private uow: UnitOfWork;
-
-  /**
-   * Resumes the bank feeds syncing of the bank account.
-   * @param {number} tenantId
-   * @param {number} bankAccountId
-   * @returns {Promise<void>}
-   */
-  public async resumeBankAccountFeeds(tenantId: number, bankAccountId: number) {
-    const { Account, PlaidItem } = this.tenancy.models(tenantId);
-
-    const oldAccount = await Account.query()
-      .findById(bankAccountId)
-      .withGraphFetched('plaidItem');
-
-    // Can't continue if the bank account is not connected.
-    if (!oldAccount.plaidItem) {
-      throw new ServiceError(ERRORS.BANK_ACCOUNT_NOT_CONNECTED);
-    }
-    // Cannot continue if the bank account feeds is already paused.
-    if (!oldAccount.plaidItem.isPaused) {
-      throw new ServiceError(ERRORS.BANK_ACCOUNT_FEEDS_ALREADY_RESUMED);
-    }
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
-      await PlaidItem.query(trx).findById(oldAccount.plaidItem.id).patch({
-        pausedAt: null,
-      });
-    });
-  }
-}

packages/server/src/services/Banking/BankAccounts/types.ts

@@ -14,6 +14,4 @@ export interface IBankAccountDisconnectedEventPayload {
 
 export const ERRORS = {
   BANK_ACCOUNT_NOT_CONNECTED: 'BANK_ACCOUNT_NOT_CONNECTED',
-  BANK_ACCOUNT_FEEDS_ALREADY_PAUSED: 'BANK_ACCOUNT_FEEDS_ALREADY_PAUSED',
-  BANK_ACCOUNT_FEEDS_ALREADY_RESUMED: 'BANK_ACCOUNT_FEEDS_ALREADY_RESUMED',
 };

packages/server/src/services/Banking/Exclude/ExcludeBankTransaction.ts

@@ -1,11 +1,7 @@
-import { Knex } from 'knex';
-import { Inject, Service } from 'typedi';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import UnitOfWork from '@/services/UnitOfWork';
-import {
-  validateTransactionNotCategorized,
-  validateTransactionNotExcluded,
-} from './utils';
+import { Inject, Service } from 'typedi';
+import { validateTransactionNotCategorized } from './utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
 import {
@@ -41,13 +37,9 @@ export class ExcludeBankTransaction {
         .findById(uncategorizedTransactionId)
         .throwIfNotFound();
 
-    // Validate the transaction shouldn't be excluded.
-    validateTransactionNotExcluded(oldUncategorizedTransaction);
-
-    // Validate the transaction shouldn't be categorized.
     validateTransactionNotCategorized(oldUncategorizedTransaction);
 
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(tenantId, async (trx) => {
       await this.eventPublisher.emitAsync(events.bankTransactions.onExcluding, {
         tenantId,
         uncategorizedTransactionId,

packages/server/src/services/Banking/Exclude/ExcludeBankTransactions.ts

@@ -1,6 +1,6 @@
 import { Inject, Service } from 'typedi';
 import PromisePool from '@supercharge/promise-pool';
-import { castArray, uniq } from 'lodash';
+import { castArray } from 'lodash';
 import { ExcludeBankTransaction } from './ExcludeBankTransaction';
 
 @Service()
@@ -18,7 +18,7 @@ export class ExcludeBankTransactions {
     tenantId: number,
     bankTransactionIds: Array<number> | number
   ) {
-    const _bankTransactionIds = uniq(castArray(bankTransactionIds));
+    const _bankTransactionIds = castArray(bankTransactionIds);
 
     await PromisePool.withConcurrency(1)
       .for(_bankTransactionIds)

packages/server/src/services/Banking/Exclude/UnexcludeBankTransaction.ts

@@ -1,11 +1,7 @@
-import { Knex } from 'knex';
-import { Inject, Service } from 'typedi';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import UnitOfWork from '@/services/UnitOfWork';
-import {
-  validateTransactionNotCategorized,
-  validateTransactionShouldBeExcluded,
-} from './utils';
+import { Inject, Service } from 'typedi';
+import { validateTransactionNotCategorized } from './utils';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
 import events from '@/subscribers/events';
 import {
@@ -41,13 +37,9 @@ export class UnexcludeBankTransaction {
         .findById(uncategorizedTransactionId)
         .throwIfNotFound();
 
-    // Validate the transaction should be excludded.
-    validateTransactionShouldBeExcluded(oldUncategorizedTransaction);
-
-    // Validate the transaction shouldn't be categorized.
     validateTransactionNotCategorized(oldUncategorizedTransaction);
 
-    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+    return this.uow.withTransaction(tenantId, async (trx) => {
       await this.eventPublisher.emitAsync(
         events.bankTransactions.onUnexcluding,
         {

packages/server/src/services/Banking/Exclude/UnexcludeBankTransactions.ts

@@ -1,7 +1,7 @@
 import { Inject, Service } from 'typedi';
 import PromisePool from '@supercharge/promise-pool';
 import { UnexcludeBankTransaction } from './UnexcludeBankTransaction';
-import { castArray, uniq } from 'lodash';
+import { castArray } from 'lodash';
 
 @Service()
 export class UnexcludeBankTransactions {
@@ -17,7 +17,7 @@ export class UnexcludeBankTransactions {
     tenantId: number,
     bankTransactionIds: Array<number> | number
   ) {
-    const _bankTransactionIds = uniq(castArray(bankTransactionIds));
+    const _bankTransactionIds = castArray(bankTransactionIds);
 
     await PromisePool.withConcurrency(1)
       .for(_bankTransactionIds)

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

@@ -3,8 +3,6 @@ import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTran
 
 const ERRORS = {
   TRANSACTION_ALREADY_CATEGORIZED: 'TRANSACTION_ALREADY_CATEGORIZED',
-  TRANSACTION_ALREADY_EXCLUDED: 'TRANSACTION_ALREADY_EXCLUDED',
-  TRANSACTION_NOT_EXCLUDED: 'TRANSACTION_NOT_EXCLUDED',
 };
 
 export const validateTransactionNotCategorized = (
@@ -14,19 +12,3 @@ export const validateTransactionNotCategorized = (
     throw new ServiceError(ERRORS.TRANSACTION_ALREADY_CATEGORIZED);
   }
 };
-
-export const validateTransactionNotExcluded = (
-  transaction: UncategorizedCashflowTransaction
-) => {
-  if (transaction.isExcluded) {
-    throw new ServiceError(ERRORS.TRANSACTION_ALREADY_EXCLUDED);
-  }
-};
-
-export const validateTransactionShouldBeExcluded = (
-  transaction: UncategorizedCashflowTransaction
-) => {
-  if (!transaction.isExcluded) {
-    throw new ServiceError(ERRORS.TRANSACTION_NOT_EXCLUDED);
-  }
-};

packages/server/src/services/Banking/Matching/GetMatchedTransactions.ts

@@ -1,7 +1,6 @@
 import { Inject, Service } from 'typedi';
 import * as R from 'ramda';
 import moment from 'moment';
-import { first, sumBy } from 'lodash';
 import { PromisePool } from '@supercharge/promise-pool';
 import { GetMatchedTransactionsFilter, MatchedTransactionsPOJO } from './types';
 import { GetMatchedTransactionsByExpenses } from './GetMatchedTransactionsByExpenses';
@@ -48,24 +47,21 @@ export class GetMatchedTransactions {
   /**
    * Retrieves the matched transactions.
    * @param {number} tenantId -
-   * @param {Array<number>} uncategorizedTransactionIds - Uncategorized transactions ids.
    * @param {GetMatchedTransactionsFilter} filter -
    * @returns {Promise<MatchedTransactionsPOJO>}
    */
   public async getMatchedTransactions(
     tenantId: number,
-    uncategorizedTransactionIds: Array<number>,
+    uncategorizedTransactionId: number,
     filter: GetMatchedTransactionsFilter
   ): Promise<MatchedTransactionsPOJO> {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
 
-    const uncategorizedTransactions =
+    const uncategorizedTransaction =
       await UncategorizedCashflowTransaction.query()
-        .whereIn('id', uncategorizedTransactionIds)
+        .findById(uncategorizedTransactionId)
         .throwIfNotFound();
 
-    const totalPending = Math.abs(sumBy(uncategorizedTransactions, 'amount'));
-
     const filtered = filter.transactionType
       ? this.registered.filter((item) => item.type === filter.transactionType)
       : this.registered;
@@ -75,14 +71,14 @@ export class GetMatchedTransactions {
       .process(async ({ type, service }) => {
         return service.getMatchedTransactions(tenantId, filter);
       });
+
     const { perfectMatches, possibleMatches } = this.groupMatchedResults(
-      uncategorizedTransactions,
+      uncategorizedTransaction,
       matchedTransactions
     );
     return {
       perfectMatches,
       possibleMatches,
-      totalPending,
     };
   }
 
@@ -94,20 +90,20 @@ export class GetMatchedTransactions {
    * @returns {MatchedTransactionsPOJO}
    */
   private groupMatchedResults(
-    uncategorizedTransactions: Array<any>,
+    uncategorizedTransaction,
     matchedTransactions
   ): MatchedTransactionsPOJO {
     const results = R.compose(R.flatten)(matchedTransactions?.results);
 
-    const firstUncategorized = first(uncategorizedTransactions);
-    const amount = sumBy(uncategorizedTransactions, 'amount');
-    const date = firstUncategorized.date;
-
     // Sort the results based on amount, date, and transaction type
-    const closestResullts = sortClosestMatchTransactions(amount, date, results);
+    const closestResullts = sortClosestMatchTransactions(
+      uncategorizedTransaction,
+      results
+    );
     const perfectMatches = R.filter(
       (match) =>
-        match.amount === amount && moment(match.date).isSame(date, 'day'),
+        match.amount === uncategorizedTransaction.amount &&
+        moment(match.date).isSame(uncategorizedTransaction.date, 'day'),
       closestResullts
     );
     const possibleMatches = R.difference(closestResullts, perfectMatches);

packages/server/src/services/Banking/Matching/GetMatchedTransactionsByType.ts

@@ -7,7 +7,6 @@ import {
   MatchedTransactionsPOJO,
 } from './types';
 import { Inject, Service } from 'typedi';
-import PromisePool from '@supercharge/promise-pool';
 
 export abstract class GetMatchedTransactionsByType {
   @Inject()
@@ -44,28 +43,24 @@ export abstract class GetMatchedTransactionsByType {
   }
 
   /**
-   * Creates the common matched transaction.
+   *
    * @param {number} tenantId
-   * @param {Array<number>} uncategorizedTransactionIds
+   * @param {number} uncategorizedTransactionId
    * @param {IMatchTransactionDTO} matchTransactionDTO
    * @param {Knex.Transaction} trx
    */
   public async createMatchedTransaction(
     tenantId: number,
-    uncategorizedTransactionIds: Array<number>,
+    uncategorizedTransactionId: number,
     matchTransactionDTO: IMatchTransactionDTO,
     trx?: Knex.Transaction
   ) {
     const { MatchedBankTransaction } = this.tenancy.models(tenantId);
 
-    await PromisePool.withConcurrency(2)
-      .for(uncategorizedTransactionIds)
-      .process(async (uncategorizedTransactionId) => {
-        await MatchedBankTransaction.query(trx).insert({
-          uncategorizedTransactionId,
-          referenceType: matchTransactionDTO.referenceType,
-          referenceId: matchTransactionDTO.referenceId,
-        });
-      });
+    await MatchedBankTransaction.query(trx).insert({
+      uncategorizedTransactionId,
+      referenceType: matchTransactionDTO.referenceType,
+      referenceId: matchTransactionDTO.referenceId,
+    });
   }
 }

packages/server/src/services/Banking/Matching/MatchBankTransactionsApplication.ts

@@ -2,7 +2,7 @@ import { Inject, Service } from 'typedi';
 import { GetMatchedTransactions } from './GetMatchedTransactions';
 import { MatchBankTransactions } from './MatchTransactions';
 import { UnmatchMatchedBankTransaction } from './UnmatchMatchedTransaction';
-import { GetMatchedTransactionsFilter, IMatchTransactionDTO } from './types';
+import { GetMatchedTransactionsFilter, IMatchTransactionsDTO } from './types';
 
 @Service()
 export class MatchBankTransactionsApplication {
@@ -23,12 +23,12 @@ export class MatchBankTransactionsApplication {
    */
   public getMatchedTransactions(
     tenantId: number,
-    uncategorizedTransactionsIds: Array<number>,
+    uncategorizedTransactionId: number,
     filter: GetMatchedTransactionsFilter
   ) {
     return this.getMatchedTransactionsService.getMatchedTransactions(
       tenantId,
-      uncategorizedTransactionsIds,
+      uncategorizedTransactionId,
       filter
     );
   }
@@ -42,13 +42,13 @@ export class MatchBankTransactionsApplication {
    */
   public matchTransaction(
     tenantId: number,
-    uncategorizedTransactionId: number | Array<number>,
-    matchedTransactions: Array<IMatchTransactionDTO>
+    uncategorizedTransactionId: number,
+    matchTransactionsDTO: IMatchTransactionsDTO
   ): Promise<void> {
     return this.matchTransactionService.matchTransaction(
       tenantId,
       uncategorizedTransactionId,
-      matchedTransactions
+      matchTransactionsDTO
     );
   }
 

packages/server/src/services/Banking/Matching/MatchTransactions.ts

@@ -1,4 +1,4 @@
-import { castArray } from 'lodash';
+import { isEmpty } from 'lodash';
 import { Knex } from 'knex';
 import { Inject, Service } from 'typedi';
 import { PromisePool } from '@supercharge/promise-pool';
@@ -10,16 +10,11 @@ import {
   ERRORS,
   IBankTransactionMatchedEventPayload,
   IBankTransactionMatchingEventPayload,
-  IMatchTransactionDTO,
+  IMatchTransactionsDTO,
 } from './types';
 import { MatchTransactionsTypes } from './MatchTransactionsTypes';
 import { ServiceError } from '@/exceptions';
-import {
-  sumMatchTranasctions,
-  sumUncategorizedTransactions,
-  validateUncategorizedTransactionsExcluded,
-  validateUncategorizedTransactionsNotMatched,
-} from './_utils';
+import { sumMatchTranasctions } from './_utils';
 
 @Service()
 export class MatchBankTransactions {
@@ -44,25 +39,27 @@ export class MatchBankTransactions {
    */
   async validate(
     tenantId: number,
-    uncategorizedTransactionId: number | Array<number>,
-    matchedTransactions: Array<IMatchTransactionDTO>
+    uncategorizedTransactionId: number,
+    matchTransactionsDTO: IMatchTransactionsDTO
   ) {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
-    const uncategorizedTransactionIds = castArray(uncategorizedTransactionId);
+    const { matchedTransactions } = matchTransactionsDTO;
 
     // Validates the uncategorized transaction existance.
-    const uncategorizedTransactions =
+    const uncategorizedTransaction =
       await UncategorizedCashflowTransaction.query()
-        .whereIn('id', uncategorizedTransactionIds)
+        .findById(uncategorizedTransactionId)
         .withGraphFetched('matchedBankTransactions')
         .throwIfNotFound();
 
     // Validates the uncategorized transaction is not already matched.
-    validateUncategorizedTransactionsNotMatched(uncategorizedTransactions);
-
+    if (!isEmpty(uncategorizedTransaction.matchedBankTransactions)) {
+      throw new ServiceError(ERRORS.TRANSACTION_ALREADY_MATCHED);
+    }
     // Validate the uncategorized transaction is not excluded.
-    validateUncategorizedTransactionsExcluded(uncategorizedTransactions);
-
+    if (uncategorizedTransaction.excluded) {
+      throw new ServiceError(ERRORS.CANNOT_MATCH_EXCLUDED_TRANSACTION);
+    }
     // Validates the given matched transaction.
     const validateMatchedTransaction = async (matchedTransaction) => {
       const getMatchedTransactionsService =
@@ -97,12 +94,9 @@ export class MatchBankTransactions {
     const totalMatchedTranasctions = sumMatchTranasctions(
       validatationResult.results
     );
-    const totalUncategorizedTransactions = sumUncategorizedTransactions(
-      uncategorizedTransactions
-    );
     // Validates the total given matching transcations whether is not equal
     // uncategorized transaction amount.
-    if (totalUncategorizedTransactions !== totalMatchedTranasctions) {
+    if (totalMatchedTranasctions !== uncategorizedTransaction.amount) {
       throw new ServiceError(ERRORS.TOTAL_MATCHING_TRANSACTIONS_INVALID);
     }
   }
@@ -115,23 +109,23 @@ export class MatchBankTransactions {
    */
   public async matchTransaction(
     tenantId: number,
-    uncategorizedTransactionId: number | Array<number>,
-    matchedTransactions: Array<IMatchTransactionDTO>
+    uncategorizedTransactionId: number,
+    matchTransactionsDTO: IMatchTransactionsDTO
   ): Promise<void> {
-    const uncategorizedTransactionIds = castArray(uncategorizedTransactionId);
+    const { matchedTransactions } = matchTransactionsDTO;
 
     // Validates the given matching transactions DTO.
     await this.validate(
       tenantId,
-      uncategorizedTransactionIds,
-      matchedTransactions
+      uncategorizedTransactionId,
+      matchTransactionsDTO
     );
     return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
       // Triggers the event `onBankTransactionMatching`.
       await this.eventPublisher.emitAsync(events.bankMatch.onMatching, {
         tenantId,
-        uncategorizedTransactionIds,
-        matchedTransactions,
+        uncategorizedTransactionId,
+        matchTransactionsDTO,
         trx,
       } as IBankTransactionMatchingEventPayload);
 
@@ -145,16 +139,17 @@ export class MatchBankTransactions {
             );
           await getMatchedTransactionsService.createMatchedTransaction(
             tenantId,
-            uncategorizedTransactionIds,
+            uncategorizedTransactionId,
             matchedTransaction,
             trx
           );
         });
+
       // Triggers the event `onBankTransactionMatched`.
       await this.eventPublisher.emitAsync(events.bankMatch.onMatched, {
         tenantId,
-        uncategorizedTransactionIds,
-        matchedTransactions,
+        uncategorizedTransactionId,
+        matchTransactionsDTO,
         trx,
       } as IBankTransactionMatchedEventPayload);
     });

packages/server/src/services/Banking/Matching/_utils.ts

@@ -1,23 +1,22 @@
 import moment from 'moment';
 import * as R from 'ramda';
 import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
-import { ERRORS, MatchedTransactionPOJO } from './types';
-import { isEmpty, sumBy } from 'lodash';
-import { ServiceError } from '@/exceptions';
+import { MatchedTransactionPOJO } from './types';
 
 export const sortClosestMatchTransactions = (
-  amount: number,
-  date: Date,
+  uncategorizedTransaction: UncategorizedCashflowTransaction,
   matches: MatchedTransactionPOJO[]
 ) => {
   return R.sortWith([
     // Sort by amount difference (closest to uncategorized transaction amount first)
     R.ascend((match: MatchedTransactionPOJO) =>
-      Math.abs(match.amount - amount)
+      Math.abs(match.amount - uncategorizedTransaction.amount)
     ),
     // Sort by date difference (closest to uncategorized transaction date first)
     R.ascend((match: MatchedTransactionPOJO) =>
-      Math.abs(moment(match.date).diff(moment(date), 'days'))
+      Math.abs(
+        moment(match.date).diff(moment(uncategorizedTransaction.date), 'days')
+      )
     ),
   ])(matches);
 };
@@ -30,36 +29,3 @@ export const sumMatchTranasctions = (transactions: Array<any>) => {
     0
   );
 };
-
-export const sumUncategorizedTransactions = (
-  uncategorizedTransactions: Array<any>
-) => {
-  return sumBy(uncategorizedTransactions, 'amount');
-};
-
-export const validateUncategorizedTransactionsNotMatched = (
-  uncategorizedTransactions: any
-) => {
-  const matchedTransactions = uncategorizedTransactions.filter(
-    (trans) => !isEmpty(trans.matchedBankTransactions)
-  );
-  //
-  if (matchedTransactions.length > 0) {
-    throw new ServiceError(ERRORS.TRANSACTION_ALREADY_MATCHED, '', {
-      matchedTransactionsIds: matchedTransactions?.map((m) => m.id),
-    });
-  }
-};
-
-export const validateUncategorizedTransactionsExcluded = (
-  uncategorizedTransactions: any
-) => {
-  const excludedTransactions = uncategorizedTransactions.filter(
-    (trans) => trans.excluded
-  );
-  if (excludedTransactions.length > 0) {
-    throw new ServiceError(ERRORS.CANNOT_MATCH_EXCLUDED_TRANSACTION, '', {
-      excludedTransactionsIds: excludedTransactions.map((e) => e.id),
-    });
-  }
-};

packages/server/src/services/Banking/Matching/events/DecrementUncategorizedTransactionsOnMatch.ts

@@ -5,7 +5,6 @@ import {
   IBankTransactionUnmatchedEventPayload,
 } from '../types';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
-import PromisePool from '@supercharge/promise-pool';
 
 @Service()
 export class DecrementUncategorizedTransactionOnMatching {
@@ -31,24 +30,18 @@ export class DecrementUncategorizedTransactionOnMatching {
    */
   public async decrementUnCategorizedTransactionsOnMatching({
     tenantId,
-    uncategorizedTransactionIds,
+    uncategorizedTransactionId,
     trx,
   }: IBankTransactionMatchedEventPayload) {
     const { UncategorizedCashflowTransaction, Account } =
       this.tenancy.models(tenantId);
 
-    const uncategorizedTransactions =
-      await UncategorizedCashflowTransaction.query().whereIn(
-        'id',
-        uncategorizedTransactionIds
-      );
-    await PromisePool.withConcurrency(1)
-      .for(uncategorizedTransactions)
-      .process(async (transaction) => {
-        await Account.query(trx)
-          .findById(transaction.accountId)
-          .decrement('uncategorizedTransactions', 1);
-      });
+    const transaction = await UncategorizedCashflowTransaction.query().findById(
+      uncategorizedTransactionId
+    );
+    await Account.query(trx)
+      .findById(transaction.accountId)
+      .decrement('uncategorizedTransactions', 1);
   }
 
   /**

packages/server/src/services/Banking/Matching/types.ts

@@ -2,15 +2,15 @@ import { Knex } from 'knex';
 
 export interface IBankTransactionMatchingEventPayload {
   tenantId: number;
-  uncategorizedTransactionIds: Array<number>;
-  matchedTransactions: Array<IMatchTransactionDTO>;
+  uncategorizedTransactionId: number;
+  matchTransactionsDTO: IMatchTransactionsDTO;
   trx?: Knex.Transaction;
 }
 
 export interface IBankTransactionMatchedEventPayload {
   tenantId: number;
-  uncategorizedTransactionIds: Array<number>;
-  matchedTransactions: Array<IMatchTransactionDTO>;
+  uncategorizedTransactionId: number;
+  matchTransactionsDTO: IMatchTransactionsDTO;
   trx?: Knex.Transaction;
 }
 
@@ -32,7 +32,6 @@ export interface IMatchTransactionDTO {
 }
 
 export interface IMatchTransactionsDTO {
-  uncategorizedTransactionIds: Array<number>;
   matchedTransactions: Array<IMatchTransactionDTO>;
 }
 
@@ -58,7 +57,6 @@ export interface MatchedTransactionPOJO {
 export type MatchedTransactionsPOJO = {
   perfectMatches: Array<MatchedTransactionPOJO>;
   possibleMatches: Array<MatchedTransactionPOJO>;
-  totalPending: number;
 };
 
 export const ERRORS = {

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

@@ -1,15 +1,11 @@
 import { Inject, Service } from 'typedi';
 import { PlaidUpdateTransactions } from './PlaidUpdateTransactions';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export class PlaidWebooks {
   @Inject()
   private updateTransactionsService: PlaidUpdateTransactions;
 
-  @Inject()
-  private tenancy: HasTenancyService;
-
   /**
    * Listens to Plaid webhooks
    * @param {number} tenantId - Tenant Id.
@@ -65,7 +61,7 @@ export class PlaidWebooks {
     plaidItemId: string
   ): void {
     console.log(
-      `PLAID WEBHOOK: TRANSACTIONS: ${webhookCode}: Plaid_item_id ${plaidItemId}: ${additionalInfo}`
+      `WEBHOOK: TRANSACTIONS: ${webhookCode}: Plaid_item_id ${plaidItemId}: ${additionalInfo}`
     );
   }
 
@@ -82,21 +78,8 @@ export class PlaidWebooks {
     plaidItemId: string,
     webhookCode: string
   ): Promise<void> {
-    const { PlaidItem } = this.tenancy.models(tenantId);
-    const plaidItem = await PlaidItem.query()
-      .findById(plaidItemId)
-      .throwIfNotFound();
-
     switch (webhookCode) {
       case 'SYNC_UPDATES_AVAILABLE': {
-        if (plaidItem.isPaused) {
-          this.serverLogAndEmitSocket(
-            'Plaid item syncing is paused.',
-            webhookCode,
-            plaidItemId
-          );
-          return;
-        }
         // Fired when new transactions data becomes available.
         const { addedCount, modifiedCount, removedCount } =
           await this.updateTransactionsService.updateTransactions(

packages/server/src/services/Banking/Plaid/subscribers/RecognizeSyncedBankTransactions.ts

@@ -35,8 +35,7 @@ export class RecognizeSyncedBankTranasctions extends EventSubscriber {
     runAfterTransaction(trx, async () => {
       await this.recognizeTranasctionsService.recognizeTransactions(
         tenantId,
-        null,
-        { batch }
+        batch
       );
     });
   };

packages/server/src/services/Banking/RegonizeTranasctions/GetAutofillCategorizeTransaction.ts

@@ -1,45 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { castArray, first, uniq } from 'lodash';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import { TransformerInjectable } from '@/lib/Transformer/TransformerInjectable';
-import { GetAutofillCategorizeTransctionTransformer } from './GetAutofillCategorizeTransactionTransformer';
-
-@Service()
-export class GetAutofillCategorizeTransaction {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private transformer: TransformerInjectable;
-
-  /**
-   * Retrieves the autofill values of categorize transactions form.
-   * @param {number} tenantId - Tenant id.
-   * @param {Array<number> | number} uncategorizeTransactionsId - Uncategorized transactions ids.
-   */
-  public async getAutofillCategorizeTransaction(
-    tenantId: number,
-    uncategorizeTransactionsId: Array<number> | number
-  ) {
-    const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
-    const uncategorizeTransactionsIds = uniq(
-      castArray(uncategorizeTransactionsId)
-    );
-    const uncategorizedTransactions =
-      await UncategorizedCashflowTransaction.query()
-        .whereIn('id', uncategorizeTransactionsIds)
-        .withGraphFetched('recognizedTransaction.assignAccount')
-        .withGraphFetched('recognizedTransaction.bankRule')
-        .throwIfNotFound();
-
-    return this.transformer.transform(
-      tenantId,
-      {},
-      new GetAutofillCategorizeTransctionTransformer(),
-      {
-        uncategorizedTransactions,
-        firstUncategorizedTransaction: first(uncategorizedTransactions),
-      }
-    );
-  }
-}

packages/server/src/services/Banking/RegonizeTranasctions/GetAutofillCategorizeTransactionTransformer.ts

@@ -1,176 +0,0 @@
-import { Transformer } from '@/lib/Transformer/Transformer';
-import { sumBy } from 'lodash';
-
-export class GetAutofillCategorizeTransctionTransformer extends Transformer {
-  /**
-   * Included attributes to the object.
-   * @returns {Array}
-   */
-  public includeAttributes = (): string[] => {
-    return [
-      'amount',
-      'formattedAmount',
-      'isRecognized',
-      'date',
-      'formattedDate',
-      'creditAccountId',
-      'debitAccountId',
-      'referenceNo',
-      'transactionType',
-      'recognizedByRuleId',
-      'recognizedByRuleName',
-      'isWithdrawalTransaction',
-      'isDepositTransaction',
-    ];
-  };
-
-  /**
-   * Detarmines whether the transaction is recognized.
-   * @returns {boolean}
-   */
-  public isRecognized() {
-    return !!this.options.firstUncategorizedTransaction?.recognizedTransaction;
-  }
-
-  /**
-   * Retrieves the total amount of uncategorized transactions.
-   * @returns {number}
-   */
-  public amount() {
-    return sumBy(this.options.uncategorizedTransactions, 'amount');
-  }
-
-  /**
-   * Retrieves the formatted total amount of uncategorized transactions.
-   * @returns {string}
-   */
-  public formattedAmount() {
-    return this.formatNumber(this.amount(), {
-      currencyCode: 'USD',
-      money: true,
-    });
-  }
-
-  /**
-   * Detarmines whether the transaction is deposit.
-   * @returns {boolean}
-   */
-  public isDepositTransaction() {
-    const amount = this.amount();
-
-    return amount > 0;
-  }
-
-  /**
-   * Detarmines whether the transaction is withdrawal.
-   * @returns {boolean}
-   */
-  public isWithdrawalTransaction() {
-    const amount = this.amount();
-
-    return amount < 0;
-  }
-
-  /**
-   *
-   * @param {string}
-   */
-  public date() {
-    return this.options.firstUncategorizedTransaction?.date || null;
-  }
-
-  /**
-   * Retrieves the formatted date of uncategorized transaction.
-   * @returns {string}
-   */
-  public formattedDate() {
-    return this.formatDate(this.date());
-  }
-
-  /**
-   *
-   * @param {string}
-   */
-  public referenceNo() {
-    return this.options.firstUncategorizedTransaction?.referenceNo || null;
-  }
-
-  /**
-   *
-   * @returns {number}
-   */
-  public creditAccountId() {
-    return (
-      this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.assignedAccountId || null
-    );
-  }
-
-  /**
-   *
-   * @returns {number}
-   */
-  public debitAccountId() {
-    return this.options.firstUncategorizedTransaction?.accountId || null;
-  }
-
-  /**
-   * Retrieves the assigned category of recognized transaction, if is not recognized
-   * returns the default transaction type depends on the transaction normal.
-   * @returns {string}
-   */
-  public transactionType() {
-    const assignedCategory =
-      this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.assignedCategory;
-
-    return (
-      assignedCategory ||
-      (this.isDepositTransaction() ? 'other_income' : 'other_expense')
-    );
-  }
-
-  /**
-   *
-   * @returns {string}
-   */
-  public payee() {
-    return (
-      this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.assignedPayee || null
-    );
-  }
-
-  /**
-   *
-   * @returns {string}
-   */
-  public memo() {
-    return (
-      this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.assignedMemo || null
-    );
-  }
-
-  /**
-   * Retrieves the rule id the transaction recongized by.
-   * @returns {string}
-   */
-  public recognizedByRuleId() {
-    return (
-      this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.bankRuleId || null
-    );
-  }
-
-  /**
-   * Retrieves the rule name the transaction recongized by.
-   * @returns {string}
-   */
-  public recognizedByRuleName() {
-    return (
-      this.options.firstUncategorizedTransaction?.recognizedTransaction
-        ?.bankRule?.name || null
-    );
-  }
-}

packages/server/src/services/Banking/RegonizeTranasctions/RecognizeTranasctionsService.ts

@@ -1,13 +1,11 @@
 import { Knex } from 'knex';
-import { Inject, Service } from 'typedi';
-import { castArray, isEmpty } from 'lodash';
 import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
 import HasTenancyService from '@/services/Tenancy/TenancyService';
 import { transformToMapBy } from '@/utils';
+import { Inject, Service } from 'typedi';
 import { PromisePool } from '@supercharge/promise-pool';
 import { BankRule } from '@/models/BankRule';
 import { bankRulesMatchTransaction } from './_utils';
-import { RecognizeTransactionsCriteria } from './_types';
 
 @Service()
 export class RecognizeTranasctionsService {
@@ -50,42 +48,24 @@ export class RecognizeTranasctionsService {
   /**
    * Regonized the uncategorized transactions.
    * @param {number} tenantId -
-   * @param {number|Array<number>} ruleId - The target rule id/ids.
-   * @param {RecognizeTransactionsCriteria}
    * @param {Knex.Transaction} trx -
    */
   public async recognizeTransactions(
     tenantId: number,
-    ruleId?: number | Array<number>,
-    transactionsCriteria?: RecognizeTransactionsCriteria,
+    batch: string = '',
     trx?: Knex.Transaction
   ) {
     const { UncategorizedCashflowTransaction, BankRule } =
       this.tenancy.models(tenantId);
 
     const uncategorizedTranasctions =
-      await UncategorizedCashflowTransaction.query(trx).onBuild((query) => {
-        query.modify('notRecognized');
-        query.modify('notCategorized');
+      await UncategorizedCashflowTransaction.query().onBuild((query) => {
+        query.where('recognized_transaction_id', null);
+        query.where('categorized', false);
 
-        // Filter the transactions based on the given criteria.
-        if (transactionsCriteria?.batch) {
-          query.where('batch', transactionsCriteria.batch);
-        }
-        if (transactionsCriteria?.accountId) {
-          query.where('accountId', transactionsCriteria.accountId);
-        }
+        if (batch) query.where('batch', batch);
       });
-
-    const bankRules = await BankRule.query(trx).onBuild((q) => {
-      const rulesIds = castArray(ruleId);
-
-      if (!isEmpty(rulesIds)) {
-        q.whereIn('id', rulesIds);
-      }
-      q.withGraphFetched('conditions');
-    });
-
+    const bankRules = await BankRule.query().withGraphFetched('conditions');
     const bankRulesByAccountId = transformToMapBy(
       bankRules,
       'applyIfAccountId'

packages/server/src/services/Banking/RegonizeTranasctions/RecognizeTransactionsJob.ts

@@ -1,5 +1,5 @@
 import Container, { Service } from 'typedi';
-import { RecognizeTranasctionsService } from '../RecognizeTranasctionsService';
+import { RecognizeTranasctionsService } from './RecognizeTranasctionsService';
 
 @Service()
 export class RegonizeTransactionsJob {
@@ -18,15 +18,11 @@ export class RegonizeTransactionsJob {
    * Triggers sending invoice mail.
    */
   private handler = async (job, done: Function) => {
-    const { tenantId, ruleId, transactionsCriteria } = job.attrs.data;
+    const { tenantId, batch } = job.attrs.data;
     const regonizeTransactions = Container.get(RecognizeTranasctionsService);
 
     try {
-      await regonizeTransactions.recognizeTransactions(
-        tenantId,
-        ruleId,
-        transactionsCriteria
-      );
+      await regonizeTransactions.recognizeTransactions(tenantId, batch);
       done();
     } catch (error) {
       console.log(error);

packages/server/src/services/Banking/RegonizeTranasctions/RevertRecognizedTransactions.ts

@@ -1,72 +0,0 @@
-import { Inject, Service } from 'typedi';
-import { castArray } from 'lodash';
-import { Knex } from 'knex';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-import UnitOfWork from '@/services/UnitOfWork';
-import { RevertRecognizedTransactionsCriteria } from './_types';
-
-@Service()
-export class RevertRecognizedTransactions {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-  @Inject()
-  private uow: UnitOfWork;
-
-  /**
-   * Revert and unlinks the recognized transactions based on the given bank rule
-   * and transactions criteria..
-   * @param {number} tenantId - Tenant id.
-   * @param {number|Array<number>} bankRuleId - Bank rule id.
-   * @param {RevertRecognizedTransactionsCriteria} transactionsCriteria -
-   * @param {Knex.Transaction} trx - Knex transaction.
-   * @returns {Promise<void>}
-   */
-  public async revertRecognizedTransactions(
-    tenantId: number,
-    ruleId?: number | Array<number>,
-    transactionsCriteria?: RevertRecognizedTransactionsCriteria,
-    trx?: Knex.Transaction
-  ): Promise<void> {
-    const { UncategorizedCashflowTransaction, RecognizedBankTransaction } =
-      this.tenancy.models(tenantId);
-
-    const rulesIds = castArray(ruleId);
-
-    return this.uow.withTransaction(
-      tenantId,
-      async (trx: Knex.Transaction) => {
-        // Retrieves all the recognized transactions of the banbk rule.
-        const uncategorizedTransactions =
-          await UncategorizedCashflowTransaction.query(trx).onBuild((q) => {
-            q.withGraphJoined('recognizedTransaction');
-            q.whereNotNull('recognizedTransaction.id');
-
-            if (rulesIds.length > 0) {
-              q.whereIn('recognizedTransaction.bankRuleId', rulesIds);
-            }
-            if (transactionsCriteria?.accountId) {
-              q.where('accountId', transactionsCriteria.accountId);
-            }
-            if (transactionsCriteria?.batch) {
-              q.where('batch', transactionsCriteria.batch);
-            }
-          });
-        const uncategorizedTransactionIds = uncategorizedTransactions.map(
-          (r) => r.id
-        );
-        // Unlink the recongized transactions out of uncategorized transactions.
-        await UncategorizedCashflowTransaction.query(trx)
-          .whereIn('id', uncategorizedTransactionIds)
-          .patch({
-            recognizedTransactionId: null,
-          });
-        // Delete the recognized bank transactions that assocaited to bank rule.
-        await RecognizedBankTransaction.query(trx)
-          .whereIn('uncategorizedTransactionId', uncategorizedTransactionIds)
-          .delete();
-      },
-      trx
-    );
-  }
-}

packages/server/src/services/Banking/RegonizeTranasctions/_types.ts

@@ -1,11 +0,0 @@
-export interface RevertRecognizedTransactionsCriteria {
-  batch?: string;
-  accountId?: number;
-}
-
-
-export interface RecognizeTransactionsCriteria {
-  batch?: string;
-  accountId?: number;
-}
-

packages/server/src/services/Banking/RegonizeTranasctions/_utils.ts

@@ -1,4 +1,3 @@
-import { lowerCase } from 'lodash';
 import UncategorizedCashflowTransaction from '@/models/UncategorizedCashflowTransaction';
 import {
   BankRuleApplyIfTransactionType,
@@ -52,15 +51,12 @@ const matchNumberCondition = (
 const matchTextCondition = (
   transaction: UncategorizedCashflowTransaction,
   condition: IBankRuleCondition
-): boolean => {
+) => {
   switch (condition.comparator) {
     case BankRuleConditionComparator.Equals:
       return transaction[condition.field] === condition.value;
     case BankRuleConditionComparator.Contains:
-      const fieldValue = lowerCase(transaction[condition.field]);
-      const conditionValue = lowerCase(condition.value);
-
-      return fieldValue.includes(conditionValue);
+      return transaction[condition.field]?.includes(condition.value.toString());
     case BankRuleConditionComparator.NotContain:
       return !transaction[condition.field]?.includes(
         condition.value.toString()
@@ -105,4 +101,4 @@ const determineFieldType = (field: string): string => {
     default:
       return 'unknown';
   }
-};
+};

packages/server/src/services/Banking/RegonizeTranasctions/events/TriggerRecognizedTransactions.ts

@@ -41,10 +41,14 @@ export class TriggerRecognizedTransactions {
    */
   private async recognizedTransactionsOnRuleCreated({
     tenantId,
-    bankRule,
+    createRuleDTO,
   }: IBankRuleEventCreatedPayload) {
-    const payload = { tenantId, ruleId: bankRule.id };
+    const payload = { tenantId };
 
+    // Cannot run recognition if the option is not enabled.
+    if (createRuleDTO.recognition) {
+      return;
+    }
     await this.agenda.now('recognize-uncategorized-transactions-job', payload);
   }
 
@@ -55,14 +59,14 @@ export class TriggerRecognizedTransactions {
   private async recognizedTransactionsOnRuleEdited({
     tenantId,
     editRuleDTO,
-    ruleId,
   }: IBankRuleEventEditedPayload) {
-    const payload = { tenantId, ruleId };
+    const payload = { tenantId };
 
-    await this.agenda.now(
-      'rerecognize-uncategorized-transactions-job',
-      payload
-    );
+    // Cannot run recognition if the option is not enabled.
+    if (!editRuleDTO.recognition) {
+      return;
+    }
+    await this.agenda.now('recognize-uncategorized-transactions-job', payload);
   }
 
   /**
@@ -71,13 +75,9 @@ export class TriggerRecognizedTransactions {
    */
   private async recognizedTransactionsOnRuleDeleted({
     tenantId,
-    ruleId,
   }: IBankRuleEventDeletedPayload) {
-    const payload = { tenantId, ruleId };
-    await this.agenda.now(
-      'revert-recognized-uncategorized-transactions-job',
-      payload
-    );
+    const payload = { tenantId };
+    await this.agenda.now('recognize-uncategorized-transactions-job', payload);
   }
 
   /**
@@ -91,7 +91,7 @@ export class TriggerRecognizedTransactions {
   }: IImportFileCommitedEventPayload) {
     const importFile = await Import.query().findOne({ importId });
     const batch = importFile.paramsParsed.batch;
-    const payload = { tenantId, transactionsCriteria: { batch } };
+    const payload = { tenantId, batch };
 
     await this.agenda.now('recognize-uncategorized-transactions-job', payload);
   }

packages/server/src/services/Banking/RegonizeTranasctions/jobs/RerecognizeTransactionsJob.ts

@@ -1,45 +0,0 @@
-import Container, { Service } from 'typedi';
-import { RecognizeTranasctionsService } from '../RecognizeTranasctionsService';
-import { RevertRecognizedTransactions } from '../RevertRecognizedTransactions';
-
-@Service()
-export class ReregonizeTransactionsJob {
-  /**
-   * Constructor method.
-   */
-  constructor(agenda) {
-    agenda.define(
-      'rerecognize-uncategorized-transactions-job',
-      { priority: 'high', concurrency: 2 },
-      this.handler
-    );
-  }
-
-  /**
-   * Triggers sending invoice mail.
-   */
-  private handler = async (job, done: Function) => {
-    const { tenantId, ruleId, transactionsCriteria } = job.attrs.data;
-    const regonizeTransactions = Container.get(RecognizeTranasctionsService);
-    const revertRegonizedTransactions = Container.get(
-      RevertRecognizedTransactions
-    );
-
-    try {
-      await revertRegonizedTransactions.revertRecognizedTransactions(
-        tenantId,
-        ruleId,
-        transactionsCriteria
-      );
-      await regonizeTransactions.recognizeTransactions(
-        tenantId,
-        ruleId,
-        transactionsCriteria
-      );
-      done();
-    } catch (error) {
-      console.log(error);
-      done(error);
-    }
-  };
-}

packages/server/src/services/Banking/RegonizeTranasctions/jobs/RevertRecognizedTransactionsJob.ts

@@ -1,38 +0,0 @@
-import Container, { Service } from 'typedi';
-import { RevertRecognizedTransactions } from '../RevertRecognizedTransactions';
-
-@Service()
-export class RevertRegonizeTransactionsJob {
-  /**
-   * Constructor method.
-   */
-  constructor(agenda) {
-    agenda.define(
-      'revert-recognized-uncategorized-transactions-job',
-      { priority: 'high', concurrency: 2 },
-      this.handler
-    );
-  }
-
-  /**
-   * Triggers sending invoice mail.
-   */
-  private handler = async (job, done: Function) => {
-    const { tenantId, ruleId, transactionsCriteria } = job.attrs.data;
-    const revertRegonizedTransactions = Container.get(
-      RevertRecognizedTransactions
-    );
-
-    try {
-      await revertRegonizedTransactions.revertRecognizedTransactions(
-        tenantId,
-        ruleId,
-        transactionsCriteria
-      );
-      done();
-    } catch (error) {
-      console.log(error);
-      done(error);
-    }
-  };
-}

packages/server/src/services/Banking/Rules/CreateBankRule.ts

@@ -62,7 +62,6 @@ export class CreateBankRuleService {
       await this.eventPublisher.emitAsync(events.bankRules.onCreated, {
         tenantId,
         createRuleDTO,
-        bankRule,
         trx,
       } as IBankRuleEventCreatedPayload);
 

packages/server/src/services/Banking/Rules/EditBankRule.ts

@@ -64,10 +64,9 @@ export class EditBankRuleService {
         } as IBankRuleEventEditingPayload);
 
         // Updates the given bank rule.
-        await BankRule.query(trx).upsertGraphAndFetch({
-          ...tranformDTO,
-          id: ruleId,
-        });
+        await BankRule.query(trx)
+          .findById(ruleId)
+          .patch({ ...tranformDTO });
 
         // Triggers `onBankRuleEdited` event.
         await this.eventPublisher.emitAsync(events.bankRules.onEdited, {

packages/server/src/services/Banking/Rules/UnlinkBankRuleRecognizedTransactions.ts

@@ -0,0 +1,54 @@
+import { Inject, Service } from 'typedi';
+import { Knex } from 'knex';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import UnitOfWork from '@/services/UnitOfWork';
+
+@Service()
+export class UnlinkBankRuleRecognizedTransactions {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  /**
+   * Unlinks the given bank rule out of recognized transactions.
+   * @param {number} tenantId - Tenant id.
+   * @param {number} bankRuleId - Bank rule id.
+   * @param {Knex.Transaction} trx - Knex transaction.
+   * @returns {Promise<void>}
+   */
+  public async unlinkBankRuleOutRecognizedTransactions(
+    tenantId: number,
+    bankRuleId: number,
+    trx?: Knex.Transaction
+  ): Promise<void> {
+    const { UncategorizedCashflowTransaction, RecognizedBankTransaction } =
+      this.tenancy.models(tenantId);
+
+    return this.uow.withTransaction(
+      tenantId,
+      async (trx: Knex.Transaction) => {
+        // Retrieves all the recognized transactions of the banbk rule.
+        const recognizedTransactions = await RecognizedBankTransaction.query(
+          trx
+        ).where('bankRuleId', bankRuleId);
+
+        const uncategorizedTransactionIds = recognizedTransactions.map(
+          (r) => r.uncategorizedTransactionId
+        );
+        // Unlink the recongized transactions out of uncategorized transactions.
+        await UncategorizedCashflowTransaction.query(trx)
+          .whereIn('id', uncategorizedTransactionIds)
+          .patch({
+            recognizedTransactionId: null,
+          });
+        // Delete the recognized bank transactions that assocaited to bank rule.
+        await RecognizedBankTransaction.query(trx)
+          .where({ bankRuleId })
+          .delete();
+      },
+      trx
+    );
+  }
+}

packages/server/src/services/Banking/Rules/events/UnlinkBankRuleOnDeleteBankRule.ts

@@ -1,12 +1,12 @@
 import { Inject, Service } from 'typedi';
 import events from '@/subscribers/events';
+import { UnlinkBankRuleRecognizedTransactions } from '../UnlinkBankRuleRecognizedTransactions';
 import { IBankRuleEventDeletingPayload } from '../types';
-import { RevertRecognizedTransactions } from '../../RegonizeTranasctions/RevertRecognizedTransactions';
 
 @Service()
 export class UnlinkBankRuleOnDeleteBankRule {
   @Inject()
-  private revertRecognizedTransactionsService: RevertRecognizedTransactions;
+  private unlinkBankRule: UnlinkBankRuleRecognizedTransactions;
 
   /**
    * Constructor method.
@@ -26,7 +26,7 @@ export class UnlinkBankRuleOnDeleteBankRule {
     tenantId,
     ruleId,
   }: IBankRuleEventDeletingPayload) {
-    await this.revertRecognizedTransactionsService.revertRecognizedTransactions(
+    await this.unlinkBankRule.unlinkBankRuleOutRecognizedTransactions(
       tenantId,
       ruleId
     );

packages/server/src/services/Banking/Rules/types.ts

@@ -16,7 +16,7 @@ export interface IBankRuleCondition {
   id?: number;
   field: BankRuleConditionField;
   comparator: BankRuleConditionComparator;
-  value: string;
+  value: number;
 }
 
 export enum BankRuleConditionType {
@@ -30,7 +30,6 @@ export enum BankRuleApplyIfTransactionType {
 }
 
 export interface IBankRule {
-  id?: number;
   name: string;
   order?: number;
   applyIfAccountId: number;
@@ -72,6 +71,8 @@ export interface IBankRuleCommonDTO {
   assignAccountId: number;
   assignPayee?: string;
   assignMemo?: string;
+
+  recognition?: boolean;
 }
 
 export interface ICreateBankRuleDTO extends IBankRuleCommonDTO {}
@@ -85,7 +86,6 @@ export interface IBankRuleEventCreatingPayload {
 export interface IBankRuleEventCreatedPayload {
   tenantId: number;
   createRuleDTO: ICreateBankRuleDTO;
-  bankRule: IBankRule;
   trx?: Knex.Transaction;
 }
 

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

@@ -164,12 +164,12 @@ export class CashflowApplication {
    */
   public categorizeTransaction(
     tenantId: number,
-    uncategorizeTransactionIds: Array<number>,
+    cashflowTransactionId: number,
     categorizeDTO: ICategorizeCashflowTransactioDTO
   ) {
     return this.categorizeTransactionService.categorize(
       tenantId,
-      uncategorizeTransactionIds,
+      cashflowTransactionId,
       categorizeDTO
     );
   }

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

@@ -1,6 +1,4 @@
 import { Inject, Service } from 'typedi';
-import { castArray } from 'lodash';
-import { Knex } from 'knex';
 import HasTenancyService from '../Tenancy/TenancyService';
 import events from '@/subscribers/events';
 import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
@@ -10,12 +8,12 @@ import {
   ICashflowTransactionUncategorizingPayload,
   ICategorizeCashflowTransactioDTO,
 } from '@/interfaces';
-import {
-  transformCategorizeTransToCashflow,
-  validateUncategorizedTransactionsNotExcluded,
-} from './utils';
+import { Knex } from 'knex';
+import { transformCategorizeTransToCashflow } from './utils';
 import { CommandCashflowValidator } from './CommandCasflowValidator';
 import NewCashflowTransactionService from './NewCashflowTransactionService';
+import { ServiceError } from '@/exceptions';
+import { ERRORS } from './constants';
 
 @Service()
 export class CategorizeCashflowTransaction {
@@ -41,29 +39,27 @@ export class CategorizeCashflowTransaction {
    */
   public async categorize(
     tenantId: number,
-    uncategorizedTransactionId: number | Array<number>,
+    uncategorizedTransactionId: number,
     categorizeDTO: ICategorizeCashflowTransactioDTO
   ) {
     const { UncategorizedCashflowTransaction } = this.tenancy.models(tenantId);
-    const uncategorizedTransactionIds = castArray(uncategorizedTransactionId);
 
     // Retrieves the uncategorized transaction or throw an error.
-    const oldUncategorizedTransactions =
-      await UncategorizedCashflowTransaction.query()
-        .whereIn('id', uncategorizedTransactionIds)
-        .throwIfNotFound();
+    const transaction = await UncategorizedCashflowTransaction.query()
+      .findById(uncategorizedTransactionId)
+      .throwIfNotFound();
 
     // Validate cannot categorize excluded transaction.
-    validateUncategorizedTransactionsNotExcluded(oldUncategorizedTransactions);
-
+    if (transaction.excluded) {
+      throw new ServiceError(ERRORS.CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION);
+    }
     // Validates the transaction shouldn't be categorized before.
-    this.commandValidators.validateTransactionsShouldNotCategorized(
-      oldUncategorizedTransactions
-    );
+    this.commandValidators.validateTransactionShouldNotCategorized(transaction);
+
     // Validate the uncateogirzed transaction if it's deposit the transaction direction
     // should `IN` and the same thing if it's withdrawal the direction should be OUT.
     this.commandValidators.validateUncategorizeTransactionType(
-      oldUncategorizedTransactions,
+      transaction,
       categorizeDTO.transactionType
     );
     // Edits the cashflow transaction under UOW env.
@@ -73,13 +69,12 @@ export class CategorizeCashflowTransaction {
         events.cashflow.onTransactionCategorizing,
         {
           tenantId,
-          oldUncategorizedTransactions,
           trx,
         } as ICashflowTransactionUncategorizingPayload
       );
       // Transformes the categorize DTO to the cashflow transaction.
       const cashflowTransactionDTO = transformCategorizeTransToCashflow(
-        oldUncategorizedTransactions,
+        transaction,
         categorizeDTO
       );
       // Creates a new cashflow transaction.
@@ -88,20 +83,15 @@ export class CategorizeCashflowTransaction {
           tenantId,
           cashflowTransactionDTO
         );
-
       // Updates the uncategorized transaction as categorized.
-      await UncategorizedCashflowTransaction.query(trx)
-        .whereIn('id', uncategorizedTransactionIds)
-        .patch({
-          categorized: true,
-          categorizeRefType: 'CashflowTransaction',
-          categorizeRefId: cashflowTransaction.id,
-        });
-      // Fetch the new updated uncategorized transactions.
-      const uncategorizedTransactions =
-        await UncategorizedCashflowTransaction.query(trx).whereIn(
-          'id',
-          uncategorizedTransactionIds
+      const uncategorizedTransaction =
+        await UncategorizedCashflowTransaction.query(trx).patchAndFetchById(
+          uncategorizedTransactionId,
+          {
+            categorized: true,
+            categorizeRefType: 'CashflowTransaction',
+            categorizeRefId: cashflowTransaction.id,
+          }
         );
       // Triggers `onCashflowTransactionCategorized` event.
       await this.eventPublisher.emitAsync(
@@ -109,8 +99,7 @@ export class CategorizeCashflowTransaction {
         {
           tenantId,
           cashflowTransaction,
-          uncategorizedTransactions,
-          oldUncategorizedTransactions,
+          uncategorizedTransaction,
           categorizeDTO,
           trx,
         } as ICashflowTransactionCategorizedPayload

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

@@ -1,5 +1,5 @@
 import { Service } from 'typedi';
-import { includes, camelCase, upperFirst, sumBy } from 'lodash';
+import { includes, camelCase, upperFirst } from 'lodash';
 import { IAccount, IUncategorizedCashflowTransaction } from '@/interfaces';
 import { getCashflowTransactionType } from './utils';
 import { ServiceError } from '@/exceptions';
@@ -68,15 +68,11 @@ export class CommandCashflowValidator {
    * Validate the given transcation shouldn't be categorized.
    * @param {CashflowTransaction} cashflowTransaction
    */
-  public validateTransactionsShouldNotCategorized(
-    cashflowTransactions: Array<IUncategorizedCashflowTransaction>
+  public validateTransactionShouldNotCategorized(
+    cashflowTransaction: CashflowTransaction
   ) {
-    const categorized = cashflowTransactions.filter((t) => t.categorized);
-
-    if (categorized?.length > 0) {
-      throw new ServiceError(ERRORS.TRANSACTION_ALREADY_CATEGORIZED, '', {
-        ids: categorized.map((t) => t.id),
-      });
+    if (cashflowTransaction.uncategorize) {
+      throw new ServiceError(ERRORS.TRANSACTION_ALREADY_CATEGORIZED);
     }
   }
 
@@ -87,19 +83,17 @@ export class CommandCashflowValidator {
    * @throws {ServiceError(ERRORS.UNCATEGORIZED_TRANSACTION_TYPE_INVALID)}
    */
   public validateUncategorizeTransactionType(
-    uncategorizeTransactions: Array<IUncategorizedCashflowTransaction>,
+    uncategorizeTransaction: IUncategorizedCashflowTransaction,
     transactionType: string
   ) {
-    const amount = sumBy(uncategorizeTransactions, 'amount');
-    const isDepositTransaction = amount > 0;
-    const isWithdrawalTransaction = amount <= 0;
-
     const type = getCashflowTransactionType(
-      transactionType as CASHFLOW_TRANSACTION_TYPE
+      upperFirst(camelCase(transactionType)) as CASHFLOW_TRANSACTION_TYPE
     );
     if (
-      (type.direction === CASHFLOW_DIRECTION.IN && isDepositTransaction) ||
-      (type.direction === CASHFLOW_DIRECTION.OUT && isWithdrawalTransaction)
+      (type.direction === CASHFLOW_DIRECTION.IN &&
+        uncategorizeTransaction.isDepositTransaction) ||
+      (type.direction === CASHFLOW_DIRECTION.OUT &&
+        uncategorizeTransaction.isWithdrawalTransaction)
     ) {
       return;
     }

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

@@ -34,7 +34,6 @@ export class GetRecognizedTransactionsService {
           q.withGraphFetched('recognizedTransaction.assignAccount');
           q.withGraphFetched('recognizedTransaction.bankRule');
           q.whereNotNull('recognizedTransactionId');
-          q.modify('notExcluded');
 
           if (_filter.accountId) {
             q.where('accountId', _filter.accountId);

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

@@ -8,7 +8,6 @@ import {
   ICashflowTransactionUncategorizedPayload,
   ICashflowTransactionUncategorizingPayload,
 } from '@/interfaces';
-import { validateTransactionShouldBeCategorized } from './utils';
 
 @Service()
 export class UncategorizeCashflowTransaction {
@@ -25,12 +24,11 @@ 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 =
@@ -38,22 +36,6 @@ 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.
@@ -61,36 +43,30 @@ export class UncategorizeCashflowTransaction {
         events.cashflow.onTransactionUncategorizing,
         {
           tenantId,
-          uncategorizedTransactionId,
-          oldUncategorizedTransactions,
           trx,
         } as ICashflowTransactionUncategorizingPayload
       );
       // Removes the ref relation with the related transaction.
-      await UncategorizedCashflowTransaction.query(trx)
-        .whereIn('id', oldUncategoirzedTransactionsIds)
-        .patch({
-          categorized: false,
-          categorizeRefId: null,
-          categorizeRefType: null,
-        });
-      const uncategorizedTransactions =
-        await UncategorizedCashflowTransaction.query(trx).whereIn(
-          'id',
-          oldUncategoirzedTransactionsIds
+      const uncategorizedTransaction =
+        await UncategorizedCashflowTransaction.query(trx).updateAndFetchById(
+          uncategorizedTransactionId,
+          {
+            categorized: false,
+            categorizeRefId: null,
+            categorizeRefType: null,
+          }
         );
       // Triggers `onTransactionUncategorized` event.
       await this.eventPublisher.emitAsync(
         events.cashflow.onTransactionUncategorized,
         {
           tenantId,
-          uncategorizedTransactionId,
-          uncategorizedTransactions,
-          oldUncategorizedTransactions,
+          uncategorizedTransaction,
+          oldUncategorizedTransaction,
           trx,
         } as ICashflowTransactionUncategorizedPayload
       );
-      return oldUncategoirzedTransactionsIds;
+      return uncategorizedTransaction;
     });
   }
 }

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

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

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

@@ -5,7 +5,6 @@ import {
   ICashflowTransactionCategorizedPayload,
   ICashflowTransactionUncategorizedPayload,
 } from '@/interfaces';
-import PromisePool from '@supercharge/promise-pool';
 
 @Service()
 export class DecrementUncategorizedTransactionOnCategorize {
@@ -35,18 +34,13 @@ export class DecrementUncategorizedTransactionOnCategorize {
    */
   public async decrementUnCategorizedTransactionsOnCategorized({
     tenantId,
-    uncategorizedTransactions,
-    trx
+    uncategorizedTransaction,
   }: ICashflowTransactionCategorizedPayload) {
     const { Account } = this.tenancy.models(tenantId);
 
-    await PromisePool.withConcurrency(1)
-      .for(uncategorizedTransactions)
-      .process(async (uncategorizedTransaction) => {
-        await Account.query(trx)
-          .findById(uncategorizedTransaction.accountId)
-          .decrement('uncategorizedTransactions', 1);
-      });
+    await Account.query()
+      .findById(uncategorizedTransaction.accountId)
+      .decrement('uncategorizedTransactions', 1);
   }
 
   /**
@@ -55,18 +49,13 @@ export class DecrementUncategorizedTransactionOnCategorize {
    */
   public async incrementUnCategorizedTransactionsOnUncategorized({
     tenantId,
-    uncategorizedTransactions,
-    trx
+    uncategorizedTransaction,
   }: ICashflowTransactionUncategorizedPayload) {
     const { Account } = this.tenancy.models(tenantId);
 
-    await PromisePool.withConcurrency(1)
-      .for(uncategorizedTransactions)
-      .process(async (uncategorizedTransaction) => {
-        await Account.query(trx)
-          .findById(uncategorizedTransaction.accountId)
-          .increment('uncategorizedTransactions', 1);
-      });
+    await Account.query()
+      .findById(uncategorizedTransaction.accountId)
+      .increment('uncategorizedTransactions', 1);
   }
 
   /**

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

@@ -1,10 +1,8 @@
 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 {
@@ -27,27 +25,18 @@ export class DeleteCashflowTransactionOnUncategorize {
    */
   public async deleteCashflowTransactionOnUncategorize({
     tenantId,
-    oldUncategorizedTransactions,
+    oldUncategorizedTransaction,
     trx,
   }: ICashflowTransactionUncategorizedPayload) {
-    const _oldUncategorizedTransactions = oldUncategorizedTransactions.filter(
-      (transaction) => transaction.categorizeRefType === 'CashflowTransaction'
-    );
-
     // 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.length > 0) {
-        throw new ServiceError('SOMETHING_WRONG');
-      }
+    if (
+      oldUncategorizedTransaction.categorizeRefType === 'CashflowTransaction'
+    ) {
+      await this.deleteCashflowTransactionService.deleteCashflowTransaction(
+        tenantId,
+
+        oldUncategorizedTransaction.categorizeRefId
+      );
     }
   }
 }

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

@@ -1,8 +1,7 @@
-import { upperFirst, camelCase, first, sum, sumBy } from 'lodash';
+import { upperFirst, camelCase } from 'lodash';
 import {
   CASHFLOW_TRANSACTION_TYPE,
   CASHFLOW_TRANSACTION_TYPE_META,
-  ERRORS,
   ICashflowTransactionTypeMeta,
 } from './constants';
 import {
@@ -10,8 +9,6 @@ import {
   ICategorizeCashflowTransactioDTO,
   IUncategorizedCashflowTransaction,
 } from '@/interfaces';
-import { UncategorizeCashflowTransaction } from './UncategorizeCashflowTransaction';
-import { ServiceError } from '@/exceptions';
 
 /**
  * Ensures the given transaction type to transformed to appropriate format.
@@ -30,9 +27,7 @@ export const transformCashflowTransactionType = (type) => {
 export function getCashflowTransactionType(
   transactionType: CASHFLOW_TRANSACTION_TYPE
 ): ICashflowTransactionTypeMeta {
-  const _transactionType = transformCashflowTransactionType(transactionType);
-
-  return CASHFLOW_TRANSACTION_TYPE_META[_transactionType];
+  return CASHFLOW_TRANSACTION_TYPE_META[transactionType];
 }
 
 /**
@@ -51,46 +46,22 @@ export const getCashflowAccountTransactionsTypes = () => {
  * @returns {ICashflowNewCommandDTO}
  */
 export const transformCategorizeTransToCashflow = (
-  uncategorizeTransactions: Array<IUncategorizedCashflowTransaction>,
+  uncategorizeModel: IUncategorizedCashflowTransaction,
   categorizeDTO: ICategorizeCashflowTransactioDTO
 ): ICashflowNewCommandDTO => {
-  const uncategorizeTransaction = first(uncategorizeTransactions);
-  const amount = sumBy(uncategorizeTransactions, 'amount');
-  const amountAbs = Math.abs(amount);
-
   return {
-    date: categorizeDTO.date,
-    referenceNo: categorizeDTO.referenceNo,
-    description: categorizeDTO.description,
-    cashflowAccountId: uncategorizeTransaction.accountId,
+    date: uncategorizeModel.date,
+    referenceNo: categorizeDTO.referenceNo || uncategorizeModel.referenceNo,
+    description: categorizeDTO.description || uncategorizeModel.description,
+    cashflowAccountId: uncategorizeModel.accountId,
     creditAccountId: categorizeDTO.creditAccountId,
     exchangeRate: categorizeDTO.exchangeRate || 1,
-    currencyCode: categorizeDTO.currencyCode,
-    amount: amountAbs,
+    currencyCode: uncategorizeModel.currencyCode,
+    amount: uncategorizeModel.amount,
     transactionNumber: categorizeDTO.transactionNumber,
     transactionType: categorizeDTO.transactionType,
+    uncategorizedTransactionId: uncategorizeModel.id,
     branchId: categorizeDTO?.branchId,
     publish: true,
   };
 };
-
-export const validateUncategorizedTransactionsNotExcluded = (
-  transactions: Array<UncategorizeCashflowTransaction>
-) => {
-  const excluded = transactions.filter((tran) => tran.excluded);
-
-  if (excluded?.length > 0) {
-    throw new ServiceError(ERRORS.CANNOT_CATEGORIZE_EXCLUDED_TRANSACTION, '', {
-      ids: excluded.map((t) => t.id),
-    });
-  }
-};
-
-
-export const validateTransactionShouldBeCategorized = (
-  uncategorizedTransaction: any
-) => {
-  if (!uncategorizedTransaction.categorized) {
-    throw new ServiceError(ERRORS.TRANSACTION_NOT_CATEGORIZED);
-  }
-};

packages/webapp/src/components/AppShell/AppContentShell/AppContentShell.tsx

@@ -1,9 +1,5 @@
-// @ts-nocheck
-import React, { forwardRef, Ref } from 'react';
-import {
-  AppShellProvider,
-  useAppShellContext,
-} from './AppContentShellProvider';
+import React from 'react';
+import { AppShellProvider, useAppShellContext } from './AppContentShellProvider';
 import { Box, BoxProps } from '../../Layout';
 import styles from './AppContentShell.module.scss';
 
@@ -16,73 +12,50 @@ interface AppContentShellProps {
   hideMain?: boolean;
 }
 
-export const AppContentShell = forwardRef(
-  (
-    {
-      asideProps,
-      mainProps,
-      topbarOffset = 0,
-      hideAside = false,
-      hideMain = false,
-      ...restProps
-    }: AppContentShellProps,
-    ref: Ref<HTMLDivElement>,
-  ) => {
-    return (
-      <AppShellProvider
-        mainProps={mainProps}
-        asideProps={asideProps}
-        topbarOffset={topbarOffset}
-        hideAside={hideAside}
-        hideMain={hideMain}
-      >
-        <Box {...restProps} className={styles.root} ref={ref} />
-      </AppShellProvider>
-    );
-  },
-);
-AppContentShell.displayName = 'AppContentShell';
+export function AppContentShell({
+  asideProps,
+  mainProps,
+  topbarOffset = 0,
+  hideAside = false,
+  hideMain = false,
+  ...restProps
+}: AppContentShellProps) {
+  return (
+    <AppShellProvider
+      mainProps={mainProps}
+      asideProps={asideProps}
+      topbarOffset={topbarOffset}
+      hideAside={hideAside}
+      hideMain={hideMain}
+    >
+      <Box {...restProps} className={styles.root} />
+    </AppShellProvider>
+  );
+}
 
 interface AppContentShellMainProps extends BoxProps {}
 
-/**
- * Main content of the app shell.
- * @param {AppContentShellMainProps} props -
- * @returns {React.ReactNode}
- */
-const AppContentShellMain = forwardRef(
-  ({ ...props }: AppContentShellMainProps, ref: Ref<HTMLDivElement>) => {
-    const { hideMain } = useAppShellContext();
+function AppContentShellMain({ ...props }: AppContentShellMainProps) {
+  const { hideMain } = useAppShellContext();
 
-    if (hideMain === true) {
-      return null;
-    }
-    return <Box {...props} className={styles.main} ref={ref} />;
-  },
-);
-
-AppContentShellMain.displayName = 'AppContentShellMain';
+  if (hideMain === true) {
+    return null;
+  }
+  return <Box {...props} className={styles.main} />;
+}
 
 interface AppContentShellAsideProps extends BoxProps {
   children: React.ReactNode;
 }
 
-/**
- * Aside content of the app shell.
- * @param {AppContentShellAsideProps} props
- * @returns {React.ReactNode}
- */
-const AppContentShellAside = forwardRef(
-  ({ ...props }: AppContentShellAsideProps, ref: Ref<HTMLDivElement>) => {
-    const { hideAside } = useAppShellContext();
+function AppContentShellAside({ ...props }: AppContentShellAsideProps) {
+  const { hideAside } = useAppShellContext();
 
-    if (hideAside === true) {
-      return null;
-    }
-    return <Box {...props} className={styles.aside} ref={ref} />;
-  },
-);
-AppContentShellAside.displayName = 'AppContentShellAside';
+  if (hideAside === true) {
+    return null;
+  }
+  return <Box {...props} className={styles.aside} />;
+}
 
 AppContentShell.Main = AppContentShellMain;
 AppContentShell.Aside = AppContentShellAside;

packages/webapp/src/components/Dashboard/TopbarUser.tsx

@@ -15,7 +15,7 @@ import { useAuthActions } from '@/hooks/state';
 
 import withDialogActions from '@/containers/Dialog/withDialogActions';
 
-import { useAuthenticatedAccount } from '@/hooks/query';
+import { useAuthenticatedAccount, useDashboardMeta } from '@/hooks/query';
 import { firstLettersArgs, compose } from '@/utils';
 
 /**
@@ -31,6 +31,9 @@ function DashboardTopbarUser({
   // Retrieve authenticated user information.
   const { data: user } = useAuthenticatedAccount();
 
+  const { data: dashboardMeta } = useDashboardMeta({
+    keepPreviousData: true,
+  });
   const onClickLogout = () => {
     setLogout();
   };
@@ -58,6 +61,12 @@ function DashboardTopbarUser({
             }
           />
           <MenuDivider />
+          {dashboardMeta.is_bigcapital_cloud && (
+            <MenuItem
+              text={'Billing'}
+              onClick={() => history.push('/billing')}
+            />
+          )}
           <MenuItem
             text={<T id={'keyboard_shortcuts'} />}
             onClick={onKeyboardShortcut}

packages/webapp/src/components/Datatable/TableVirtualizedRows.tsx

@@ -25,13 +25,14 @@ function TableVirtualizedListRow({ index, isScrolling, isVisible, style }) {
 export function TableVirtualizedListRows() {
   const {
     table: { page },
-    props: { vListrowHeight, vListOverscanRowCount, windowScrollerProps },
+    props: { vListrowHeight, vListOverscanRowCount },
   } = useContext(TableContext);
 
   // Dashboard content pane.
-  const scrollElement =
-    windowScrollerProps?.scrollElement ||
-    document.querySelector(`.${CLASSES.DASHBOARD_CONTENT_PANE}`);
+  const dashboardContentPane = React.useMemo(
+    () => document.querySelector(`.${CLASSES.DASHBOARD_CONTENT_PANE}`),
+    [],
+  );
 
   const rowRenderer = React.useCallback(
     ({ key, ...args }) => <TableVirtualizedListRow {...args} key={key} />,
@@ -39,7 +40,7 @@ export function TableVirtualizedListRows() {
   );
 
   return (
-    <WindowScroller scrollElement={scrollElement}>
+    <WindowScroller scrollElement={dashboardContentPane}>
       {({ height, isScrolling, onChildScroll, scrollTop }) => (
         <AutoSizer disableHeight>
           {({ width }) => (

packages/webapp/src/components/DialogsContainer.tsx

@@ -52,7 +52,6 @@ import ReceiptMailDialog from '@/containers/Sales/Receipts/ReceiptMailDialog/Rec
 import PaymentMailDialog from '@/containers/Sales/PaymentReceives/PaymentMailDialog/PaymentMailDialog';
 import { ExportDialog } from '@/containers/Dialogs/ExportDialog';
 import { RuleFormDialog } from '@/containers/Banking/Rules/RuleFormDialog/RuleFormDialog';
-import { DisconnectBankAccountDialog } from '@/containers/CashFlow/AccountTransactions/dialogs/DisconnectBankAccountDialog/DisconnectBankAccountDialog';
 
 /**
  * Dialogs container.
@@ -149,10 +148,7 @@ export default function DialogsContainer() {
       <ReceiptMailDialog dialogName={DialogsName.ReceiptMail} />
       <PaymentMailDialog dialogName={DialogsName.PaymentMail} />
       <ExportDialog dialogName={DialogsName.Export} />
-      <RuleFormDialog dialogName={DialogsName.BankRuleForm} />
-      <DisconnectBankAccountDialog
-        dialogName={DialogsName.DisconnectBankAccountConfirmation}
-      />
+      <RuleFormDialog dialogName={DialogsName.BankRuleForm} />      
     </div>
   );
 }

packages/webapp/src/components/Layout/Box/Box.tsx

@@ -1,15 +1,12 @@
-import React, { forwardRef, Ref } from 'react';
+import React from 'react';
 import { HTMLDivProps, Props } from '@blueprintjs/core';
 
 export interface BoxProps extends Props, HTMLDivProps {
   className?: string;
 }
 
-export const Box = forwardRef(
-  ({ className, ...rest }: BoxProps, ref: Ref<HTMLDivElement>) => {
-    const Element = 'div';
+export function Box({ className, ...rest }: BoxProps) {
+  const Element = 'div';
 
-    return <Element className={className} ref={ref} {...rest} />;
-  },
-);
-Box.displayName = '@bigcapital/Box';
+  return <Element className={className} {...rest} />;
+}

packages/webapp/src/constants/dialogs.ts

@@ -75,6 +75,5 @@ export enum DialogsName {
   GeneralLedgerPdfPreview = 'GeneralLedgerPdfPreview',
   SalesTaxLiabilitySummaryPdfPreview = 'SalesTaxLiabilitySummaryPdfPreview',
   Export = 'Export',
-  BankRuleForm = 'BankRuleForm',
-  DisconnectBankAccountConfirmation = 'DisconnectBankAccountConfirmation',
+  BankRuleForm = 'BankRuleForm'
 }

packages/webapp/src/constants/preferencesMenu.tsx

@@ -8,10 +8,6 @@ export default [
     disabled: false,
     href: '/preferences/general',
   },
-  {
-    text: 'Billing',
-    href: '/preferences/billing',
-  },
   {
     text: <T id={'users'} />,
     href: '/preferences/users',

packages/webapp/src/constants/query-keys/banking.ts

@@ -1,10 +0,0 @@
-export const BANK_QUERY_KEY = {
-  BANK_RULES: 'BANK_RULE',
-  BANK_TRANSACTION_MATCHES: 'BANK_TRANSACTION_MATCHES',
-  RECOGNIZED_BANK_TRANSACTION: 'RECOGNIZED_BANK_TRANSACTION',
-  EXCLUDED_BANK_TRANSACTIONS_INFINITY: 'EXCLUDED_BANK_TRANSACTIONS_INFINITY',
-  RECOGNIZED_BANK_TRANSACTIONS_INFINITY:
-    'RECOGNIZED_BANK_TRANSACTIONS_INFINITY',
-  BANK_ACCOUNT_SUMMARY_META: 'BANK_ACCOUNT_SUMMARY_META',
-  AUTOFILL_CATEGORIZE_BANK_TRANSACTION: 'AUTOFILL_CATEGORIZE_BANK_TRANSACTION',
-};

packages/webapp/src/containers/AlertsContainer/registered.tsx

@@ -28,7 +28,6 @@ import TaxRatesAlerts from '@/containers/TaxRates/alerts';
 import { CashflowAlerts } from '../CashFlow/CashflowAlerts';
 import { BankRulesAlerts } from '../Banking/Rules/RulesList/BankRulesAlerts';
 import { SubscriptionAlerts } from '../Subscriptions/alerts/alerts';
-import { BankAccountAlerts } from '@/containers/CashFlow/AccountTransactions/alerts';
 
 export default [
   ...AccountsAlerts,
@@ -59,6 +58,5 @@ export default [
   ...TaxRatesAlerts,
   ...CashflowAlerts,
   ...BankRulesAlerts,
-  ...SubscriptionAlerts,
-  ...BankAccountAlerts,
+  ...SubscriptionAlerts
 ];

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

@@ -12,7 +12,6 @@ import {
   PopoverInteractionKind,
   Position,
   Intent,
-  Switch,
   Tooltip,
   MenuDivider,
 } from '@blueprintjs/core';
@@ -41,14 +40,12 @@ import withSettingsActions from '@/containers/Settings/withSettingsActions';
 
 import { compose } from '@/utils';
 import {
+  useDisconnectBankAccount,
   useUpdateBankAccount,
   useExcludeUncategorizedTransactions,
   useUnexcludeUncategorizedTransactions,
 } from '@/hooks/query/bank-rules';
-import { withBankingActions } from '../withBankingActions';
 import { withBanking } from '../withBanking';
-import withAlertActions from '@/containers/Alert/withAlertActions';
-import { DialogsName } from '@/constants/dialogs';
 
 function AccountTransactionsActionsBar({
   // #withDialogActions
@@ -63,13 +60,6 @@ function AccountTransactionsActionsBar({
   // #withBanking
   uncategorizedTransationsIdsSelected,
   excludedTransactionsIdsSelected,
-  openMatchingTransactionAside,
-
-  // #withBankingActions
-  enableMultipleCategorization,
-
-  // #withAlerts
-  openAlert,
 }) {
   const history = useHistory();
   const { accountId, currentAccount } = useAccountTransactionsContext();
@@ -77,6 +67,7 @@ function AccountTransactionsActionsBar({
   // Refresh cashflow infinity transactions hook.
   const { refresh } = useRefreshCashflowTransactionsInfinity();
 
+  const { mutateAsync: disconnectBankAccount } = useDisconnectBankAccount();
   const { mutateAsync: updateBankAccount } = useUpdateBankAccount();
 
   // Retrieves the money in/out buttons options.
@@ -84,7 +75,6 @@ function AccountTransactionsActionsBar({
   const addMoneyOutOptions = useMemo(() => getAddMoneyOutOptions(), []);
 
   const isFeedsActive = !!currentAccount.is_feeds_active;
-  const isFeedsPaused = currentAccount.is_feeds_paused;
   const isSyncingOwner = currentAccount.is_syncing_owner;
 
   // Handle table row size change.
@@ -118,9 +108,19 @@ function AccountTransactionsActionsBar({
 
   // Handles the bank account disconnect click.
   const handleDisconnectClick = () => {
-    openDialog(DialogsName.DisconnectBankAccountConfirmation, {
-      bankAccountId: accountId,
-    });
+    disconnectBankAccount({ bankAccountId: accountId })
+      .then(() => {
+        AppToaster.show({
+          message: 'The bank account has been disconnected.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch((error) => {
+        AppToaster.show({
+          message: 'Something went wrong.',
+          intent: Intent.DANGER,
+        });
+      });
   };
   // handles the bank update button click.
   const handleBankUpdateClick = () => {
@@ -191,23 +191,6 @@ 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', {
-      bankAccountId: accountId,
-    });
-  };
-  // Handles pause bank feeds syncing.
-  const handlePauseFeedsSyncing = () => {
-    openAlert('pause-feeds-syncing-bank-accounnt', {
-      bankAccountId: accountId,
-    });
-  };
-
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -255,9 +238,7 @@ function AccountTransactionsActionsBar({
           <Tooltip
             content={
               isFeedsActive
-                ? isFeedsPaused
-                  ? 'The bank syncing is paused'
-                  : 'The bank syncing is active'
+                ? 'The bank syncing is active'
                 : 'The bank syncing is disconnected'
             }
             minimal={true}
@@ -266,13 +247,7 @@ function AccountTransactionsActionsBar({
             <Button
               className={Classes.MINIMAL}
               icon={<Icon icon="feed" iconSize={16} />}
-              intent={
-                isFeedsActive
-                  ? isFeedsPaused
-                    ? Intent.WARNING
-                    : Intent.SUCCESS
-                  : Intent.DANGER
-              }
+              intent={isFeedsActive ? Intent.SUCCESS : Intent.DANGER}
             />
           </Tooltip>
         </If>
@@ -300,22 +275,6 @@ function AccountTransactionsActionsBar({
       </NavbarGroup>
 
       <NavbarGroup align={Alignment.RIGHT}>
-        {openMatchingTransactionAside && (
-          <Tooltip
-            content={
-              'Enables to categorize or matching multiple bank transactions into one transaction.'
-            }
-            position={Position.BOTTOM}
-            minimal
-          >
-            <Switch
-              label={'Multi Select'}
-              inline
-              onChange={handleMultipleCategorizingSwitch}
-            />
-          </Tooltip>
-        )}
-        <NavbarDivider />
         <Popover
           minimal={true}
           interactionKind={PopoverInteractionKind.CLICK}
@@ -329,23 +288,6 @@ function AccountTransactionsActionsBar({
                 <MenuItem onClick={handleBankUpdateClick} text={'Update'} />
                 <MenuDivider />
               </If>
-
-              <If condition={isSyncingOwner && isFeedsActive && !isFeedsPaused}>
-                <MenuItem
-                  onClick={handlePauseFeedsSyncing}
-                  text={'Pause bank feeds'}
-                />
-                <MenuDivider />
-              </If>
-
-              <If condition={isSyncingOwner && isFeedsActive && isFeedsPaused}>
-                <MenuItem
-                  onClick={handleResumeFeedsSyncing}
-                  text={'Resume bank feeds'}
-                />
-                <MenuDivider />
-              </If>
-
               <MenuItem onClick={handleBankRulesClick} text={'Bank rules'} />
 
               <If condition={isSyncingOwner && isFeedsActive}>
@@ -369,7 +311,6 @@ function AccountTransactionsActionsBar({
 
 export default compose(
   withDialogActions,
-  withAlertActions,
   withSettingsActions,
   withSettings(({ cashflowTransactionsSettings }) => ({
     cashflowTansactionsTableSize: cashflowTransactionsSettings?.tableSize,
@@ -378,12 +319,9 @@ export default compose(
     ({
       uncategorizedTransationsIdsSelected,
       excludedTransactionsIdsSelected,
-      openMatchingTransactionAside,
     }) => ({
       uncategorizedTransationsIdsSelected,
       excludedTransactionsIdsSelected,
-      openMatchingTransactionAside,
     }),
   ),
-  withBankingActions,
 )(AccountTransactionsActionsBar);

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

@@ -1,5 +1,4 @@
 // @ts-nocheck
-import { useMemo } from 'react';
 import styled from 'styled-components';
 import { ContentTabs } from '@/components/ContentTabs/ContentTabs';
 import { useAccountTransactionsContext } from './AccountTransactionsProvider';
@@ -9,19 +8,15 @@ const AccountContentTabs = styled(ContentTabs)`
 `;
 
 export function AccountTransactionsFilterTabs() {
-  const { filterTab, setFilterTab, bankAccountMetaSummary, currentAccount } =
+  const { filterTab, setFilterTab, currentAccount } =
     useAccountTransactionsContext();
 
   const handleChange = (value) => {
     setFilterTab(value);
   };
 
-  // Detarmines whether show the uncategorized transactions tab.
-  const hasUncategorizedTransx = useMemo(
-    () =>
-      bankAccountMetaSummary?.totalUncategorizedTransactions > 0 ||
-      bankAccountMetaSummary?.totalExcludedTransactions > 0,
-    [bankAccountMetaSummary],
+  const hasUncategorizedTransx = Boolean(
+    currentAccount.uncategorized_transactions,
   );
 
   return (

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

@@ -29,41 +29,28 @@ function AccountTransactionsListRoot({
   return (
     <AccountTransactionsProvider>
       <AppContentShell hideAside={!openMatchingTransactionAside}>
-        <AccountTransactionsMain />
-        <AccountTransactionsAside />
+        <AppContentShell.Main>
+          <AccountTransactionsActionsBar />
+          <AccountTransactionsDetailsBar />
+          <AccountTransactionsProgressBar />
+
+          <DashboardPageContent>
+            <AccountTransactionsFilterTabs />
+
+            <Suspense fallback={<Spinner size={30} />}>
+              <AccountTransactionsContent />
+            </Suspense>
+          </DashboardPageContent>
+        </AppContentShell.Main>
+
+        <AppContentShell.Aside>
+          <CategorizeTransactionAside />
+        </AppContentShell.Aside>
       </AppContentShell>
     </AccountTransactionsProvider>
   );
 }
 
-function AccountTransactionsMain() {
-  const { setScrollableRef } = useAccountTransactionsContext();
-
-  return (
-    <AppContentShell.Main ref={(e) => setScrollableRef(e)}>
-      <AccountTransactionsActionsBar />
-      <AccountTransactionsDetailsBar />
-      <AccountTransactionsProgressBar />
-
-      <DashboardPageContent>
-        <AccountTransactionsFilterTabs />
-
-        <Suspense fallback={<Spinner size={30} />}>
-          <AccountTransactionsContent />
-        </Suspense>
-      </DashboardPageContent>
-    </AppContentShell.Main>
-  );
-}
-
-function AccountTransactionsAside() {
-  return (
-    <AppContentShell.Aside>
-      <CategorizeTransactionAside />
-    </AppContentShell.Aside>
-  );
-}
-
 export default R.compose(
   withBanking(
     ({ selectedUncategorizedTransactionId, openMatchingTransactionAside }) => ({

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

@@ -1,5 +1,5 @@
 // @ts-nocheck
-import React, { useRef, useState } from 'react';
+import React from 'react';
 import { useParams } from 'react-router-dom';
 import { DashboardInsider } from '@/components';
 import { useCashflowAccounts, useAccount } from '@/hooks/query';
@@ -41,8 +41,6 @@ function AccountTransactionsProvider({ query, ...props }) {
     isLoading: isBankAccountMetaSummaryLoading,
   } = useGetBankAccountSummaryMeta(accountId);
 
-  const [scrollableRef, setScrollableRef] = useState();
-
   // Provider payload.
   const provider = {
     accountId,
@@ -58,9 +56,6 @@ function AccountTransactionsProvider({ query, ...props }) {
 
     filterTab,
     setFilterTab,
-
-    scrollableRef,
-    setScrollableRef
   };
 
   return (

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

@@ -1,6 +1,5 @@
 // @ts-nocheck
 import React from 'react';
-import clsx from 'classnames';
 import styled from 'styled-components';
 import { Intent } from '@blueprintjs/core';
 import {
@@ -13,20 +12,17 @@ import {
   AppToaster,
 } from '@/components';
 import { TABLES } from '@/constants/tables';
-import { ActionsMenu } from './components';
+import { ActionsMenu } from './UncategorizedTransactions/components';
 
 import withSettings from '@/containers/Settings/withSettings';
-import { withBankingActions } from '../../withBankingActions';
+import { withBankingActions } from '../withBankingActions';
 
 import { useMemorizedColumnsWidths } from '@/hooks';
-import { useAccountUncategorizedTransactionsContext } from '../AllTransactionsUncategorizedBoot';
+import { useAccountUncategorizedTransactionsColumns } from './components';
+import { useAccountUncategorizedTransactionsContext } from './AllTransactionsUncategorizedBoot';
 import { useExcludeUncategorizedTransaction } from '@/hooks/query/bank-rules';
-import { useAccountUncategorizedTransactionsColumns } from './hooks';
-import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
 
 import { compose } from '@/utils';
-import { withBanking } from '../../withBanking';
-import styles from './AccountTransactionsUncategorizedTable.module.scss';
 
 /**
  * Account transactions data table.
@@ -35,22 +31,13 @@ function AccountTransactionsDataTable({
   // #withSettings
   cashflowTansactionsTableSize,
 
-  // #withBanking
-  openMatchingTransactionAside,
-  enableMultipleCategorization,
-
   // #withBankingActions
   setUncategorizedTransactionIdForMatching,
   setUncategorizedTransactionsSelected,
-
-  addTransactionsToCategorizeSelected,
-  setTransactionsToCategorizeSelected,
 }) {
   // Retrieve table columns.
   const columns = useAccountUncategorizedTransactionsColumns();
 
-  const { scrollableRef } = useAccountTransactionsContext();
-
   // Retrieve list context.
   const { uncategorizedTransactions, isUncategorizedTransactionsLoading } =
     useAccountUncategorizedTransactionsContext();
@@ -64,21 +51,12 @@ function AccountTransactionsDataTable({
 
   // Handle cell click.
   const handleCellClick = (cell) => {
-    if (enableMultipleCategorization) {
-      addTransactionsToCategorizeSelected(cell.row.original.id);
-    } else {
-      setTransactionsToCategorizeSelected(cell.row.original.id);
-    }
+    setUncategorizedTransactionIdForMatching(cell.row.original.id);
   };
   // Handles categorize button click.
   const handleCategorizeBtnClick = (transaction) => {
     setUncategorizedTransactionIdForMatching(transaction.id);
   };
-  // handles table selected rows change.
-  const handleSelectedRowsChange = (selected) => {
-    const transactionIds = selected.map((r) => r.original.id);
-    setUncategorizedTransactionsSelected(transactionIds);
-  };
   // Handle exclude transaction.
   const handleExcludeTransaction = (transaction) => {
     excludeTransaction(transaction.id)
@@ -88,7 +66,7 @@ function AccountTransactionsDataTable({
           message: 'The bank transaction has been excluded successfully.',
         });
       })
-      .catch(() => {
+      .catch((error) => {
         AppToaster.show({
           intent: Intent.DANGER,
           message: 'Something went wrong.',
@@ -96,6 +74,12 @@ function AccountTransactionsDataTable({
       });
   };
 
+  // Handle selected rows change.
+  const handleSelectedRowsChange = (selected) => {
+    const _selectedIds = selected?.map((row) => row.original.id);
+    setUncategorizedTransactionsSelected(_selectedIds);
+  };
+
   return (
     <CashflowTransactionsTable
       noInitialFetch={true}
@@ -122,15 +106,12 @@ function AccountTransactionsDataTable({
       noResults={
         'There is no uncategorized transactions in the current account.'
       }
+      className="table-constrant"
+      onSelectedRowsChange={handleSelectedRowsChange}
       payload={{
         onExclude: handleExcludeTransaction,
         onCategorize: handleCategorizeBtnClick,
       }}
-      onSelectedRowsChange={handleSelectedRowsChange}
-      windowScrollerProps={{ scrollElement: scrollableRef }}
-      className={clsx('table-constrant', styles.table, {
-        [styles.showCategorizeColumn]: enableMultipleCategorization,
-      })}
     />
   );
 }
@@ -140,12 +121,6 @@ export default compose(
     cashflowTansactionsTableSize: cashflowTransactionsSettings?.tableSize,
   })),
   withBankingActions,
-  withBanking(
-    ({ openMatchingTransactionAside, enableMultipleCategorization }) => ({
-      openMatchingTransactionAside,
-      enableMultipleCategorization,
-    }),
-  ),
 )(AccountTransactionsDataTable);
 
 const DashboardConstrantTable = styled(DataTable)`

packages/webapp/src/containers/CashFlow/AccountTransactions/ExcludedTransactions/ExcludedTransactionsTable.tsx

@@ -16,7 +16,6 @@ import { TABLES } from '@/constants/tables';
 import { useMemorizedColumnsWidths } from '@/hooks';
 import { useExcludedTransactionsColumns } from './_utils';
 import { useExcludedTransactionsBoot } from './ExcludedTransactionsTableBoot';
-import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
 
 import { ActionsMenu } from './_components';
 import { useUnexcludeUncategorizedTransaction } from '@/hooks/query/bank-rules';
@@ -38,8 +37,6 @@ function ExcludedTransactionsTableRoot({
   const { mutateAsync: unexcludeBankTransaction } =
     useUnexcludeUncategorizedTransaction();
 
-  const { scrollableRef } = useAccountTransactionsContext();
-
   // Retrieve table columns.
   const columns = useExcludedTransactionsColumns();
 
@@ -100,7 +97,6 @@ function ExcludedTransactionsTableRoot({
       className="table-constrant"
       selectionColumn={true}
       onSelectedRowsChange={handleSelectedRowsChange}
-      windowScrollerProps={{ scrollElement: scrollableRef }}
       payload={{
         onRestore: handleRestoreClick,
       }}

packages/webapp/src/containers/CashFlow/AccountTransactions/RecognizedTransactions/RecognizedTransactionsTable.tsx

@@ -20,7 +20,6 @@ import { useRecognizedTransactionsBoot } from './RecognizedTransactionsTableBoot
 
 import { ActionsMenu } from './_components';
 import { compose } from '@/utils';
-import { useAccountTransactionsContext } from '../AccountTransactionsProvider';
 import { useExcludeUncategorizedTransaction } from '@/hooks/query/bank-rules';
 import {
   WithBankingActionsProps,
@@ -34,8 +33,8 @@ interface RecognizedTransactionsTableProps extends WithBankingActionsProps {}
  * Renders the recognized account transactions datatable.
  */
 function RecognizedTransactionsTableRoot({
-  // #withBankingActions
-  setTransactionsToCategorizeSelected,
+  // #withBanking
+  setUncategorizedTransactionIdForMatching,
 }: RecognizedTransactionsTableProps) {
   const { mutateAsync: excludeBankTransaction } =
     useExcludeUncategorizedTransaction();
@@ -50,11 +49,9 @@ function RecognizedTransactionsTableRoot({
   const [initialColumnsWidths, , handleColumnResizing] =
     useMemorizedColumnsWidths(TABLES.UNCATEGORIZED_ACCOUNT_TRANSACTIONS);
 
-  const { scrollableRef } = useAccountTransactionsContext();
-
   // Handle cell click.
   const handleCellClick = (cell, event) => {
-    setTransactionsToCategorizeSelected(
+    setUncategorizedTransactionIdForMatching(
       cell.row.original.uncategorized_transaction_id,
     );
   };
@@ -77,7 +74,7 @@ function RecognizedTransactionsTableRoot({
 
   // Handles categorize button click.
   const handleCategorizeClick = (transaction) => {
-    setTransactionsToCategorizeSelected(
+    setUncategorizedTransactionIdForMatching(
       transaction.uncategorized_transaction_id,
     );
   };
@@ -105,7 +102,6 @@ function RecognizedTransactionsTableRoot({
       vListOverscanRowCount={0}
       initialColumnsWidths={initialColumnsWidths}
       onColumnResizing={handleColumnResizing}
-      windowScrollerProps={{ scrollElement: scrollableRef }}
       noResults={<RecognizedTransactionsTableNoResults />}
       className="table-constrant"
       payload={{

packages/webapp/src/containers/CashFlow/AccountTransactions/RecognizedTransactions/RecognizedTransactionsTableBoot.tsx

@@ -43,7 +43,6 @@ function RecognizedTransactionsTableBoot({
     hasNextPage: hasUncategorizedTransactionsNextPage,
   } = useRecognizedBankTransactionsInfinity({
     page_size: 50,
-    account_id: accountId,
   });
   // Memorized the cashflow account transactions.
   const recognizedTransactions = React.useMemo(

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/AccountTransactionsUncategorizedTable.module.scss

@@ -1,15 +0,0 @@
-
-
-.table :global .td.categorize_include,
-.table :global .th.categorize_include {
-  display: none;  
-}
-
-.table.showCategorizeColumn :global .td.categorize_include,
-.table.showCategorizeColumn :global .th.categorize_include {
-  display: flex;
-}
-
-.categorizeCheckbox:global(.bp4-checkbox) :global .bp4-control-indicator {
-  border-radius: 20px;
-}

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/AccountUncategorizedTransactionsAll.tsx

@@ -1,6 +1,6 @@
 import * as R from 'ramda';
 import { useEffect } from 'react';
-import AccountTransactionsUncategorizedTable from './AccountTransactionsUncategorizedTable';
+import AccountTransactionsUncategorizedTable from '../AccountTransactionsUncategorizedTable';
 import { AccountUncategorizedTransactionsBoot } from '../AllTransactionsUncategorizedBoot';
 import { AccountTransactionsCard } from './AccountTransactionsCard';
 import {

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/hooks.tsx

@@ -1,157 +0,0 @@
-// @ts-nocheck
-import React from 'react';
-import intl from 'react-intl-universal';
-import {
-  Checkbox,
-  Intent,
-  PopoverInteractionKind,
-  Position,
-  Tag,
-  Tooltip,
-} from '@blueprintjs/core';
-import {
-  useAddTransactionsToCategorizeSelected,
-  useIsTransactionToCategorizeSelected,
-  useRemoveTransactionsToCategorizeSelected,
-} from '@/hooks/state/banking';
-import { Box, Icon } from '@/components';
-import styles from './AccountTransactionsUncategorizedTable.module.scss';
-
-function statusAccessor(transaction) {
-  return transaction.is_recognized ? (
-    <Tooltip
-      interactionKind={PopoverInteractionKind.HOVER}
-      position={Position.RIGHT}
-      content={
-        <Box>
-          <span>{transaction.assigned_category_formatted}</span>
-          <Icon
-            icon={'arrowRight'}
-            color={'#8F99A8'}
-            iconSize={12}
-            style={{ marginLeft: 8, marginRight: 8 }}
-          />
-          <span>{transaction.assigned_account_name}</span>
-        </Box>
-      }
-    >
-      <Box>
-        <Tag intent={Intent.SUCCESS} interactive>
-          Recognized
-        </Tag>
-      </Box>
-    </Tooltip>
-  ) : null;
-}
-
-interface TransactionSelectCheckboxProps {
-  transactionId: number;
-}
-
-function TransactionSelectCheckbox({
-  transactionId,
-}: TransactionSelectCheckboxProps) {
-  const addTransactionsToCategorizeSelected =
-    useAddTransactionsToCategorizeSelected();
-
-  const removeTransactionsToCategorizeSelected =
-    useRemoveTransactionsToCategorizeSelected();
-
-  const isTransactionSelected =
-    useIsTransactionToCategorizeSelected(transactionId);
-
-  const handleChange = (event) => {
-    isTransactionSelected
-      ? removeTransactionsToCategorizeSelected(transactionId)
-      : addTransactionsToCategorizeSelected(transactionId);
-  };
-
-  return (
-    <Checkbox
-      large
-      checked={isTransactionSelected}
-      onChange={handleChange}
-      className={styles.categorizeCheckbox}
-    />
-  );
-}
-
-/**
- * Retrieve account uncategorized transctions table columns.
- */
-export function useAccountUncategorizedTransactionsColumns() {
-  return React.useMemo(
-    () => [
-      {
-        id: 'date',
-        Header: intl.get('date'),
-        accessor: 'formatted_date',
-        width: 40,
-        clickable: true,
-        textOverview: true,
-      },
-      {
-        id: 'description',
-        Header: 'Description',
-        accessor: 'description',
-        width: 160,
-        textOverview: true,
-        clickable: true,
-      },
-      {
-        id: 'payee',
-        Header: 'Payee',
-        accessor: 'payee',
-        width: 60,
-        clickable: true,
-        textOverview: true,
-      },
-      {
-        id: 'reference_number',
-        Header: 'Ref.#',
-        accessor: 'reference_no',
-        width: 50,
-        clickable: true,
-        textOverview: true,
-      },
-      {
-        id: 'status',
-        Header: 'Status',
-        accessor: statusAccessor,
-      },
-      {
-        id: 'deposit',
-        Header: intl.get('cash_flow.label.deposit'),
-        accessor: 'formatted_deposit_amount',
-        width: 40,
-        className: 'deposit',
-        textOverview: true,
-        align: 'right',
-        clickable: true,
-      },
-      {
-        id: 'withdrawal',
-        Header: intl.get('cash_flow.label.withdrawal'),
-        accessor: 'formatted_withdrawal_amount',
-        className: 'withdrawal',
-        width: 40,
-        textOverview: true,
-        align: 'right',
-        clickable: true,
-      },
-      {
-        id: 'categorize_include',
-        Header: '',
-        accessor: (value) => (
-          <TransactionSelectCheckbox transactionId={value.id} />
-        ),
-        width: 20,
-        minWidth: 20,
-        maxWidth: 20,
-        align: 'right',
-        className: 'categorize_include selection-checkbox',
-      },
-    ],
-    [],
-  );
-}

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

@@ -1,68 +0,0 @@
-// @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 { usePauseFeedsBankAccount } from '@/hooks/query/bank-accounts';
-import { compose } from '@/utils';
-
-/**
- * Pause feeds of the bank account alert.
- */
-function PauseFeedsBankAccountAlert({
-  name,
-
-  // #withAlertStoreConnect
-  isOpen,
-  payload: { bankAccountId },
-
-  // #withAlertActions
-  closeAlert,
-}) {
-  const { mutateAsync: pauseBankAccountFeeds, isLoading } =
-    usePauseFeedsBankAccount();
-
-  // Handle activate item alert cancel.
-  const handleCancelActivateItem = () => {
-    closeAlert(name);
-  };
-  // Handle confirm item activated.
-  const handleConfirmItemActivate = () => {
-    pauseBankAccountFeeds({ bankAccountId })
-      .then(() => {
-        AppToaster.show({
-          message: 'The bank feeds of the bank account has been paused.',
-          intent: Intent.SUCCESS,
-        });
-      })
-      .catch((error) => {})
-      .finally(() => {
-        closeAlert(name);
-      });
-  };
-
-  return (
-    <Alert
-      cancelButtonText={<T id={'cancel'} />}
-      confirmButtonText={'Pause bank feeds'}
-      intent={Intent.WARNING}
-      isOpen={isOpen}
-      onCancel={handleCancelActivateItem}
-      loading={isLoading}
-      onConfirm={handleConfirmItemActivate}
-    >
-      <p>
-        Are you sure want to pause bank feeds syncing of this bank account, you
-        can always resume it again?
-      </p>
-    </Alert>
-  );
-}
-
-export default compose(
-  withAlertStoreConnect(),
-  withAlertActions,
-)(PauseFeedsBankAccountAlert);

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

@@ -1,69 +0,0 @@
-// @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 { useResumeFeedsBankAccount } from '@/hooks/query/bank-accounts';
-import { compose } from '@/utils';
-
-/**
- * Resume bank account feeds alert. 
- */
-function ResumeFeedsBankAccountAlert({
-  name,
-
-  // #withAlertStoreConnect
-  isOpen,
-  payload: { bankAccountId },
-
-  // #withAlertActions
-  closeAlert,
-}) {
-  const { mutateAsync: resumeFeedsBankAccount, isLoading } =
-    useResumeFeedsBankAccount();
-
-  // Handle activate item alert cancel.
-  const handleCancelActivateItem = () => {
-    closeAlert(name);
-  };
-
-  // Handle confirm item activated.
-  const handleConfirmItemActivate = () => {
-    resumeFeedsBankAccount({ bankAccountId })
-      .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={'Resume bank feeds'}
-      intent={Intent.SUCCESS}
-      isOpen={isOpen}
-      onCancel={handleCancelActivateItem}
-      loading={isLoading}
-      onConfirm={handleConfirmItemActivate}
-    >
-      <p>
-        Are you sure want to resume bank feeds syncing of this bank account, you
-        can always pause it again?
-      </p>
-    </Alert>
-  );
-}
-
-export default compose(
-  withAlertStoreConnect(),
-  withAlertActions,
-)(ResumeFeedsBankAccountAlert);

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

@@ -1,24 +0,0 @@
-// @ts-nocheck
-import React from 'react';
-
-const ResumeFeedsBankAccountAlert = React.lazy(
-  () => import('./ResumeFeedsBankAccount'),
-);
-
-const PauseFeedsBankAccountAlert = React.lazy(
-  () => import('./PauseFeedsBankAccount'),
-);
-
-/**
- * Bank account alerts.
- */
-export const BankAccountAlerts = [
-  {
-    name: 'resume-feeds-syncing-bank-accounnt',
-    component: ResumeFeedsBankAccountAlert,
-  },
-  {
-    name: 'pause-feeds-syncing-bank-accounnt',
-    component: PauseFeedsBankAccountAlert,
-  },
-];

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

@@ -150,3 +150,99 @@ export function AccountTransactionsProgressBar() {
     <MaterialProgressBar />
   ) : null;
 }
+
+function statusAccessor(transaction) {
+  return transaction.is_recognized ? (
+    <Tooltip
+      compact
+      interactionKind={PopoverInteractionKind.HOVER}
+      position={Position.RIGHT}
+      content={
+        <Box>
+          <span>{transaction.assigned_category_formatted}</span>
+          <Icon
+            icon={'arrowRight'}
+            color={'#8F99A8'}
+            iconSize={12}
+            style={{ marginLeft: 8, marginRight: 8 }}
+          />
+          <span>{transaction.assigned_account_name}</span>
+        </Box>
+      }
+    >
+      <Box>
+        <Tag intent={Intent.SUCCESS} interactive>
+          Recognized
+        </Tag>
+      </Box>
+    </Tooltip>
+  ) : null;
+}
+
+/**
+ * Retrieve account uncategorized transctions table columns.
+ */
+export function useAccountUncategorizedTransactionsColumns() {
+  return React.useMemo(
+    () => [
+      {
+        id: 'date',
+        Header: intl.get('date'),
+        accessor: 'formatted_date',
+        width: 40,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'description',
+        Header: 'Description',
+        accessor: 'description',
+        width: 160,
+        textOverview: true,
+        clickable: true,
+      },
+      {
+        id: 'payee',
+        Header: 'Payee',
+        accessor: 'payee',
+        width: 60,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'reference_number',
+        Header: 'Ref.#',
+        accessor: 'reference_no',
+        width: 50,
+        clickable: true,
+        textOverview: true,
+      },
+      {
+        id: 'status',
+        Header: 'Status',
+        accessor: statusAccessor,
+      },
+      {
+        id: 'deposit',
+        Header: intl.get('cash_flow.label.deposit'),
+        accessor: 'formatted_deposit_amount',
+        width: 40,
+        className: 'deposit',
+        textOverview: true,
+        align: 'right',
+        clickable: true,
+      },
+      {
+        id: 'withdrawal',
+        Header: intl.get('cash_flow.label.withdrawal'),
+        accessor: 'formatted_withdrawal_amount',
+        className: 'withdrawal',
+        width: 40,
+        textOverview: true,
+        align: 'right',
+        clickable: true,
+      },
+    ],
+    [],
+  );
+}

packages/webapp/src/containers/CashFlow/AccountTransactions/dialogs/DisconnectBankAccountDialog/DisconnectBankAccountDialog.tsx

@@ -1,42 +0,0 @@
-// @ts-nocheck
-import React from 'react';
-import { Dialog, DialogSuspense } from '@/components';
-import withDialogRedux from '@/components/DialogReduxConnect';
-import { compose } from '@/utils';
-
-const DisconnectBankAccountDialogContent = React.lazy(
-  () => import('./DisconnectBankAccountDialogContent'),
-);
-
-/**
- * Disconnect bank account confirmation dialog.
- */
-function DisconnectBankAccountDialogRoot({
-  dialogName,
-  payload: { bankAccountId },
-  isOpen,
-}) {
-  return (
-    <Dialog
-      name={dialogName}
-      title={'Disconnect Bank Account'}
-      isOpen={isOpen}
-      canEscapeJeyClose={true}
-      autoFocus={true}
-      style={{ width: 400 }}
-    >
-      <DialogSuspense>
-        <DisconnectBankAccountDialogContent
-          dialogName={dialogName}
-          bankAccountId={bankAccountId}
-        />
-      </DialogSuspense>
-    </Dialog>
-  );
-}
-
-export const DisconnectBankAccountDialog = compose(withDialogRedux())(
-  DisconnectBankAccountDialogRoot,
-);
-
-DisconnectBankAccountDialog.displayName = 'DisconnectBankAccountDialog';

packages/webapp/src/containers/CashFlow/AccountTransactions/dialogs/DisconnectBankAccountDialog/DisconnectBankAccountDialogContent.tsx

@@ -1,104 +0,0 @@
-// @ts-nocheck
-import * as Yup from 'yup';
-import { Button, Intent, Classes } from '@blueprintjs/core';
-import * as R from 'ramda';
-import { Form, Formik, FormikHelpers } from 'formik';
-import { AppToaster, FFormGroup, FInputGroup } from '@/components';
-import { useDisconnectBankAccount } from '@/hooks/query/bank-rules';
-import withDialogActions from '@/containers/Dialog/withDialogActions';
-import { DialogsName } from '@/constants/dialogs';
-
-interface DisconnectFormValues {
-  label: string;
-}
-
-const initialValues = {
-  label: '',
-};
-
-const Schema = Yup.object().shape({
-  label: Yup.string().required().label('Confirmation'),
-});
-
-interface DisconnectBankAccountDialogContentProps {
-  bankAccountId: number;
-}
-
-function DisconnectBankAccountDialogContent({
-  bankAccountId,
-
-  // #withDialogActions
-  closeDialog,
-}: DisconnectBankAccountDialogContentProps) {
-  const { mutateAsync: disconnectBankAccount } = useDisconnectBankAccount();
-
-  const handleSubmit = (
-    values: DisconnectFormValues,
-    { setErrors, setSubmitting }: FormikHelpers<DisconnectFormValues>,
-  ) => {
-    debugger;
-    setSubmitting(true);
-
-    if (values.label !== 'DISCONNECT ACCOUNT') {
-      setErrors({
-        label: 'The entered value is incorrect.',
-      });
-      setSubmitting(false);
-      return;
-    }
-    disconnectBankAccount({ bankAccountId })
-      .then(() => {
-        setSubmitting(false);
-        AppToaster.show({
-          message: 'The bank account has been disconnected.',
-          intent: Intent.SUCCESS,
-        });
-        closeDialog(DialogsName.DisconnectBankAccountConfirmation);
-      })
-      .catch((error) => {
-        setSubmitting(false);
-        AppToaster.show({
-          message: 'Something went wrong.',
-          intent: Intent.DANGER,
-        });
-      });
-  };
-
-  const handleCancelBtnClick = () => {
-    closeDialog(DialogsName.DisconnectBankAccountConfirmation);
-  };
-
-  return (
-    <Formik
-      onSubmit={handleSubmit}
-      validationSchema={Schema}
-      initialValues={initialValues}
-    >
-      <Form>
-        <div className={Classes.DIALOG_BODY}>
-          <FFormGroup
-            label={`Type "DISCONNECT ACCOUNT"`}
-            name={'label'}
-            fastField
-          >
-            <FInputGroup name={'label'} fastField />
-          </FFormGroup>
-        </div>
-
-        <div className={Classes.DIALOG_FOOTER}>
-          <div className={Classes.DIALOG_FOOTER_ACTIONS}>
-            <Button type="submit" intent={Intent.DANGER}>
-              Disconnect Bank Account
-            </Button>
-
-            <Button intent={Intent.NONE} onClick={handleCancelBtnClick}>
-              Cancel
-            </Button>
-          </div>
-        </div>
-      </Form>
-    </Formik>
-  );
-}
-
-export default R.compose(withDialogActions)(DisconnectBankAccountDialogContent);

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

@@ -6,13 +6,10 @@ import { useAccounts, useBranches } from '@/hooks/query';
 import { useFeatureCan } from '@/hooks/state';
 import { Features } from '@/constants';
 import { Spinner } from '@blueprintjs/core';
-import {
-  GetAutofillCategorizeTransaction,
-  useGetAutofillCategorizeTransaction,
-} from '@/hooks/query/bank-rules';
+import { useGetRecognizedBankTransaction } from '@/hooks/query/bank-rules';
+import { useCategorizeTransactionTabsBoot } from '@/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionTabsBoot';
 
 interface CategorizeTransactionBootProps {
-  uncategorizedTransactionsIds: Array<number>;
   children: React.ReactNode;
 }
 
@@ -22,8 +19,8 @@ interface CategorizeTransactionBootValue {
   isBranchesLoading: boolean;
   isAccountsLoading: boolean;
   primaryBranch: any;
-  autofillCategorizeValues: null | GetAutofillCategorizeTransaction;
-  isAutofillCategorizeValuesLoading: boolean;
+  recognizedTranasction: any;
+  isRecognizedTransactionLoading: boolean;
 }
 
 const CategorizeTransactionBootContext =
@@ -35,9 +32,11 @@ const CategorizeTransactionBootContext =
  * Categorize transcation boot.
  */
 function CategorizeTransactionBoot({
-  uncategorizedTransactionsIds,
   ...props
 }: CategorizeTransactionBootProps) {
+  const { uncategorizedTransaction, uncategorizedTransactionId } =
+    useCategorizeTransactionTabsBoot();
+
   // Detarmines whether the feature is enabled.
   const { featureCan } = useFeatureCan();
   const isBranchFeatureCan = featureCan(Features.Branches);
@@ -50,11 +49,13 @@ function CategorizeTransactionBoot({
     {},
     { enabled: isBranchFeatureCan },
   );
-  // Fetches the autofill values of categorize transaction.
+  // Fetches the recognized transaction.
   const {
-    data: autofillCategorizeValues,
-    isLoading: isAutofillCategorizeValuesLoading,
-  } = useGetAutofillCategorizeTransaction(uncategorizedTransactionsIds, {});
+    data: recognizedTranasction,
+    isLoading: isRecognizedTransactionLoading,
+  } = useGetRecognizedBankTransaction(uncategorizedTransactionId, {
+    enabled: !!uncategorizedTransaction.is_recognized,
+  });
 
   // Retrieves the primary branch.
   const primaryBranch = useMemo(
@@ -68,11 +69,11 @@ function CategorizeTransactionBoot({
     isBranchesLoading,
     isAccountsLoading,
     primaryBranch,
-    autofillCategorizeValues,
-    isAutofillCategorizeValuesLoading,
+    recognizedTranasction,
+    isRecognizedTransactionLoading,
   };
   const isLoading =
-    isBranchesLoading || isAccountsLoading || isAutofillCategorizeValuesLoading;
+    isBranchesLoading || isAccountsLoading || isRecognizedTransactionLoading;
 
   if (isLoading) {
     <Spinner size={30} />;

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

@@ -8,15 +8,15 @@ export function CategorizeTransactionBranchField() {
   const { branches } = useCategorizeTransactionBoot();
 
   return (
-    <FeatureCan feature={Features.Branches}>
-      <FFormGroup name={'branchId'} label={'Branch'} fastField inline>
+    <FFormGroup name={'branchId'} label={'Branch'} fastField inline>
+      <FeatureCan feature={Features.Branches}>
         <BranchSuggestField
           name={'branchId'}
           items={branches}
           popoverProps={{ minimal: true }}
           fill
         />
-      </FFormGroup>
-    </FeatureCan>
+      </FeatureCan>
+    </FFormGroup>
   );
 }

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

@@ -1,16 +1,15 @@
 // @ts-nocheck
 import styled from 'styled-components';
-import * as R from 'ramda';
 import { CategorizeTransactionBoot } from './CategorizeTransactionBoot';
 import { CategorizeTransactionForm } from './CategorizeTransactionForm';
-import { withBanking } from '@/containers/CashFlow/withBanking';
+import { useCategorizeTransactionTabsBoot } from '@/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionTabsBoot';
+
+export function CategorizeTransactionContent() {
+  const { uncategorizedTransactionId } = useCategorizeTransactionTabsBoot();
 
-function CategorizeTransactionContentRoot({
-  transactionsToCategorizeIdsSelected,
-}) {
   return (
     <CategorizeTransactionBoot
-      uncategorizedTransactionsIds={transactionsToCategorizeIdsSelected}
+      uncategorizedTransactionId={uncategorizedTransactionId}
     >
       <CategorizeTransactionDrawerBody>
         <CategorizeTransactionForm />
@@ -19,12 +18,6 @@ function CategorizeTransactionContentRoot({
   );
 }
 
-export const CategorizeTransactionContent = R.compose(
-  withBanking(({ transactionsToCategorizeIdsSelected }) => ({
-    transactionsToCategorizeIdsSelected,
-  })),
-)(CategorizeTransactionContentRoot);
-
 const CategorizeTransactionDrawerBody = styled.div`
   display: flex;
   flex-direction: column;

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

@@ -22,7 +22,7 @@ function CategorizeTransactionFormRoot({
   // #withBankingActions
   closeMatchingTransactionAside,
 }) {
-  const { uncategorizedTransactionIds } = useCategorizeTransactionTabsBoot();
+  const { uncategorizedTransactionId } = useCategorizeTransactionTabsBoot();
   const { mutateAsync: categorizeTransaction } = useCategorizeTransaction();
 
   // Form initial values in create and edit mode.
@@ -30,10 +30,10 @@ function CategorizeTransactionFormRoot({
 
   // Callbacks handles form submit.
   const handleFormSubmit = (values, { setSubmitting, setErrors }) => {
-    const _values = tranformToRequest(values, uncategorizedTransactionIds);
+    const transformedValues = tranformToRequest(values);
 
     setSubmitting(true);
-    categorizeTransaction(_values)
+    categorizeTransaction([uncategorizedTransactionId, transformedValues])
       .then(() => {
         setSubmitting(false);
 

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

@@ -6,7 +6,6 @@ import { Box, FFormGroup, FSelect } from '@/components';
 import { getAddMoneyInOptions, getAddMoneyOutOptions } from '@/constants';
 import { useFormikContext } from 'formik';
 import { useCategorizeTransactionTabsBoot } from '@/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionTabsBoot';
-import { useCategorizeTransactionBoot } from './CategorizeTransactionBoot';
 
 // Retrieves the add money in button options.
 const MoneyInOptions = getAddMoneyInOptions();
@@ -19,18 +18,16 @@ const Title = styled('h3')`
 `;
 
 export function CategorizeTransactionFormContent() {
-  const { autofillCategorizeValues } = useCategorizeTransactionBoot();
+  const { uncategorizedTransaction } = useCategorizeTransactionTabsBoot();
 
-  const transactionTypes = autofillCategorizeValues?.isDepositTransaction
+  const transactionTypes = uncategorizedTransaction?.is_deposit_transaction
     ? MoneyInOptions
     : MoneyOutOptions;
 
-  const formattedAmount = autofillCategorizeValues?.formattedAmount;
-
   return (
     <Box style={{ flex: 1, margin: 20 }}>
       <FormGroup label={'Amount'} inline>
-        <Title>{formattedAmount}</Title>
+        <Title>{uncategorizedTransaction.formatted_amount}</Title>
       </FormGroup>
 
       <FFormGroup name={'category'} label={'Category'} fastField inline>

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

@@ -1,8 +1,8 @@
 // @ts-nocheck
 import * as R from 'ramda';
 import { transformToForm, transfromToSnakeCase } from '@/utils';
+import { useCategorizeTransactionTabsBoot } from '@/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionTabsBoot';
 import { useCategorizeTransactionBoot } from './CategorizeTransactionBoot';
-import { GetAutofillCategorizeTransaction } from '@/hooks/query/bank-rules';
 
 // Default initial form values.
 export const defaultInitialValues = {
@@ -18,28 +18,48 @@ export const defaultInitialValues = {
 };
 
 export const transformToCategorizeForm = (
-  autofillCategorizeTransaction: GetAutofillCategorizeTransaction,
+  uncategorizedTransaction: any,
+  recognizedTransaction?: any,
 ) => {
-  return transformToForm(autofillCategorizeTransaction, defaultInitialValues);
+  let defaultValues = {
+    debitAccountId: uncategorizedTransaction.account_id,
+    transactionType: uncategorizedTransaction.is_deposit_transaction
+      ? 'other_income'
+      : 'other_expense',
+    amount: uncategorizedTransaction.amount,
+    date: uncategorizedTransaction.date,
+  };
+  if (recognizedTransaction) {
+    const recognizedDefaults = getRecognizedTransactionDefaultValues(
+      recognizedTransaction,
+    );
+    defaultValues = R.merge(defaultValues, recognizedDefaults);
+  }
+  return transformToForm(defaultValues, defaultInitialValues);
 };
 
-export const tranformToRequest = (
-  formValues: Record<string, any>,
-  uncategorizedTransactionIds: Array<number>,
+export const getRecognizedTransactionDefaultValues = (
+  recognizedTransaction: any,
 ) => {
   return {
-    uncategorized_transaction_ids: uncategorizedTransactionIds,
-    ...transfromToSnakeCase(formValues),
+    creditAccountId: recognizedTransaction.assignedAccountId || '',
+    // transactionType: recognizedTransaction.assignCategory,
+    referenceNo: recognizedTransaction.referenceNo || '',
   };
 };
 
+export const tranformToRequest = (formValues: Record<string, any>) => {
+  return transfromToSnakeCase(formValues);
+};
+
 /**
  * Categorize transaction form initial values.
  * @returns
  */
 export const useCategorizeTransactionFormInitialValues = () => {
-  const { primaryBranch, autofillCategorizeValues } =
+  const { primaryBranch, recognizedTranasction } =
     useCategorizeTransactionBoot();
+  const { uncategorizedTransaction } = useCategorizeTransactionTabsBoot();
 
   return {
     ...defaultInitialValues,
@@ -48,7 +68,10 @@ export const useCategorizeTransactionFormInitialValues = () => {
      * values such as `notes` come back from the API as null, so remove those
      * as well.
      */
-    ...transformToCategorizeForm(autofillCategorizeValues),
+    ...transformToCategorizeForm(
+      uncategorizedTransaction,
+      recognizedTranasction,
+    ),
 
     /** Assign the primary branch id as default value. */
     branchId: primaryBranch?.id || null,

packages/webapp/src/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionAside.tsx

@@ -19,32 +19,20 @@ function CategorizeTransactionAsideRoot({
 
   // #withBanking
   selectedUncategorizedTransactionId,
-  resetTransactionsToCategorizeSelected,
-  enableMultipleCategorization,
 }: CategorizeTransactionAsideProps) {
-  //
+  // 
   useEffect(
     () => () => {
-      // Close the reconcile matching form.
       closeReconcileMatchingTransaction();
-
-      // Reset the selected transactions to categorize.
-      resetTransactionsToCategorizeSelected();
-
-      // Disable multi matching.
-      enableMultipleCategorization(false);
     },
-    [
-      closeReconcileMatchingTransaction,
-      resetTransactionsToCategorizeSelected,
-      enableMultipleCategorization,
-    ],
+    [closeReconcileMatchingTransaction],
   );
 
   const handleClose = () => {
     closeMatchingTransactionAside();
-  }
-  // Cannot continue if there is no selected transactions.;
+  };
+  const uncategorizedTransactionId = selectedUncategorizedTransactionId;
+
   if (!selectedUncategorizedTransactionId) {
     return null;
   }
@@ -52,7 +40,7 @@ function CategorizeTransactionAsideRoot({
     <Aside title={'Categorize Bank Transaction'} onClose={handleClose}>
       <Aside.Body>
         <CategorizeTransactionTabsBoot
-          uncategorizedTransactionId={selectedUncategorizedTransactionId}
+          uncategorizedTransactionId={uncategorizedTransactionId}
         >
           <CategorizeTransactionTabs />
         </CategorizeTransactionTabsBoot>
@@ -63,7 +51,7 @@ function CategorizeTransactionAsideRoot({
 
 export const CategorizeTransactionAside = R.compose(
   withBankingActions,
-  withBanking(({ transactionsToCategorizeIdsSelected }) => ({
-    selectedUncategorizedTransactionId: transactionsToCategorizeIdsSelected,
+  withBanking(({ selectedUncategorizedTransactionId }) => ({
+    selectedUncategorizedTransactionId,
   })),
 )(CategorizeTransactionAsideRoot);

packages/webapp/src/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionTabs.tsx

@@ -2,10 +2,14 @@
 import { Tab, Tabs } from '@blueprintjs/core';
 import { MatchingBankTransaction } from './MatchingTransaction';
 import { CategorizeTransactionContent } from '../CategorizeTransaction/drawers/CategorizeTransactionDrawer/CategorizeTransactionContent';
+import { useCategorizeTransactionTabsBoot } from './CategorizeTransactionTabsBoot';
 import styles from './CategorizeTransactionTabs.module.scss';
 
 export function CategorizeTransactionTabs() {
-  const defaultSelectedTabId = 'categorize';
+  const { uncategorizedTransaction } = useCategorizeTransactionTabsBoot();
+  const defaultSelectedTabId = uncategorizedTransaction?.is_recognized
+    ? 'categorize'
+    : 'matching';
 
   return (
     <Tabs

packages/webapp/src/containers/CashFlow/CategorizeTransactionAside/CategorizeTransactionTabsBoot.tsx

@@ -1,13 +1,16 @@
 // @ts-nocheck
-import React, { useMemo } from 'react';
-import { castArray, uniq } from 'lodash';
+import React from 'react';
+import { Spinner } from '@blueprintjs/core';
+import { useUncategorizedTransaction } from '@/hooks/query';
 
 interface CategorizeTransactionTabsValue {
-  uncategorizedTransactionIds: Array<number>;
+  uncategorizedTransactionId: number;
+  isUncategorizedTransactionLoading: boolean;
+  uncategorizedTransaction: any;
 }
 
 interface CategorizeTransactionTabsBootProps {
-  uncategorizedTransactionIds: number | Array<number>;
+  uncategorizedTransactionId: number;
   children: React.ReactNode;
 }
 
@@ -23,23 +26,28 @@ export function CategorizeTransactionTabsBoot({
   uncategorizedTransactionId,
   children,
 }: CategorizeTransactionTabsBootProps) {
-  const uncategorizedTransactionIds = useMemo(
-    () => uniq(castArray(uncategorizedTransactionId)),
-    [uncategorizedTransactionId],
-  );
+  const {
+    data: uncategorizedTransaction,
+    isLoading: isUncategorizedTransactionLoading,
+  } = useUncategorizedTransaction(uncategorizedTransactionId);
 
   const provider = {
-    uncategorizedTransactionIds,
+    uncategorizedTransactionId,
+    uncategorizedTransaction,
+    isUncategorizedTransactionLoading,
   };
-  // Use a key prop to force re-render of children when `uncategorizedTransactionIds` changes
+  const isLoading = isUncategorizedTransactionLoading;
+
+  // Use a key prop to force re-render of children when uncategorizedTransactionId changes
   const childrenPerKey = React.useMemo(() => {
     return React.Children.map(children, (child) =>
-      React.cloneElement(child, {
-        key: uncategorizedTransactionIds?.join(','),
-      }),
+      React.cloneElement(child, { key: uncategorizedTransactionId }),
     );
-  }, [children, uncategorizedTransactionIds]);
+  }, [children, uncategorizedTransactionId]);
 
+  if (isLoading) {
+    return <Spinner size={30} />;
+  }
   return (
     <CategorizeTransactionTabsBootContext.Provider value={provider}>
       {childrenPerKey}