Files
accounted/app/api/transactions/[id]/categorize/route.ts
T
2026-02-19 09:48:02 +01:00

224 lines
6.0 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { eventBus } from '@/lib/events'
import { ensureInitialized } from '@/lib/init'
import { buildMappingResultFromCategory } from '@/lib/bookkeeping/category-mapping'
import { createTransactionJournalEntry } from '@/lib/bookkeeping/transaction-entries'
import { saveUserMappingRule } from '@/lib/bookkeeping/mapping-engine'
import type { Transaction, TransactionCategory, EntityType } from '@/types'
ensureInitialized()
interface CategorizeRequest {
is_business: boolean
category?: TransactionCategory
}
/**
* Ensure a fiscal period exists for the given date, create one if needed
*/
async function ensureFiscalPeriod(
supabase: Awaited<ReturnType<typeof createClient>>,
userId: string,
date: string
): Promise<boolean> {
// Check if a fiscal period already covers this date
const { data: existing } = await supabase
.from('fiscal_periods')
.select('id')
.eq('user_id', userId)
.lte('period_start', date)
.gte('period_end', date)
.eq('is_closed', false)
.single()
if (existing) {
return true
}
// No fiscal period exists - create one for the year of the transaction
const transactionDate = new Date(date)
const year = transactionDate.getFullYear()
const periodStart = `${year}-01-01`
const periodEnd = `${year}-12-31`
const { error } = await supabase
.from('fiscal_periods')
.upsert({
user_id: userId,
name: `Räkenskapsår ${year}`,
period_start: periodStart,
period_end: periodEnd,
}, {
onConflict: 'user_id,period_start,period_end',
})
if (error) {
console.error('Failed to create fiscal period:', error)
return false
}
return true
}
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const supabase = await createClient()
const { id } = await params
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
// Parse request body
const body: CategorizeRequest = await request.json()
const { is_business, category } = body
// Fetch the transaction (validates ownership)
const { data: transaction, error: fetchError } = await supabase
.from('transactions')
.select('*')
.eq('id', id)
.eq('user_id', user.id)
.single()
if (fetchError || !transaction) {
return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
}
// If already has a journal entry, just update category and is_business (skip journal entry creation)
if (transaction.journal_entry_id) {
const finalCat: TransactionCategory = is_business
? (category || 'uncategorized')
: 'private'
const { error: updateErr } = await supabase
.from('transactions')
.update({
is_business,
category: finalCat,
})
.eq('id', id)
if (updateErr) {
return NextResponse.json(
{ error: 'Failed to update transaction' },
{ status: 500 }
)
}
return NextResponse.json({
success: true,
journal_entry_created: false,
journal_entry_id: transaction.journal_entry_id,
journal_entry_error: null,
category: finalCat,
already_had_journal_entry: true,
})
}
// Fetch company settings to get entity type
const { data: settings } = await supabase
.from('company_settings')
.select('entity_type')
.eq('user_id', user.id)
.single()
const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
// Determine the category to use
const finalCategory: TransactionCategory = is_business
? (category || 'uncategorized')
: 'private'
// Build mapping result from category
const mappingResult = buildMappingResultFromCategory(
finalCategory,
transaction as Transaction,
is_business,
entityType
)
// Ensure fiscal period exists for the transaction date
await ensureFiscalPeriod(supabase, user.id, transaction.date)
// Try to create journal entry
let journalEntryCreated = false
let journalEntryId: string | null = null
let journalEntryError: string | null = null
try {
const journalEntry = await createTransactionJournalEntry(
user.id,
transaction as Transaction,
mappingResult
)
if (journalEntry) {
journalEntryCreated = true
journalEntryId = journalEntry.id
}
} catch (err) {
console.error('Failed to create journal entry:', err)
journalEntryError = err instanceof Error ? err.message : 'Unknown error'
// Continue - we still want to save the categorization
}
// Save mapping rule for future auto-categorization (only for business expenses with merchant)
if (is_business && transaction.merchant_name) {
try {
await saveUserMappingRule(
user.id,
transaction.merchant_name,
mappingResult.debit_account,
mappingResult.credit_account,
!is_business
)
} catch (err) {
console.error('Failed to save mapping rule:', err)
// Non-critical, continue
}
}
// Update the transaction
const { error: updateError } = await supabase
.from('transactions')
.update({
is_business,
category: finalCategory,
journal_entry_id: journalEntryId,
})
.eq('id', id)
if (updateError) {
console.error('Failed to update transaction:', updateError)
return NextResponse.json(
{ error: 'Failed to update transaction' },
{ status: 500 }
)
}
await eventBus.emit({
type: 'transaction.categorized',
payload: {
transaction: transaction as Transaction,
account: mappingResult.debit_account,
taxCode: mappingResult.vat_lines[0]?.account_number || '',
userId: user.id,
},
})
return NextResponse.json({
success: true,
journal_entry_created: journalEntryCreated,
journal_entry_id: journalEntryId,
journal_entry_error: journalEntryError,
category: finalCategory,
})
}