Merge the singular lib/invoice/ directory into the plural lib/invoices/ to align with the codebase convention (transactions/, extensions/, reports/, etc.). Updates all import paths and CLAUDE.md architecture docs. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
160 lines
4.4 KiB
TypeScript
160 lines
4.4 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
|
|
import { evaluateMappingRules } from '@/lib/bookkeeping/mapping-engine'
|
|
import { createTransactionJournalEntry } from '@/lib/bookkeeping/transaction-entries'
|
|
import { getBestInvoiceMatch } from '@/lib/invoices/invoice-matching'
|
|
import type { Transaction } from '@/types'
|
|
|
|
/**
|
|
* Normalized transaction input for the generic ingestion pipeline.
|
|
* Both file import and PSD2 sync convert to this format before ingesting.
|
|
*/
|
|
export interface RawTransaction {
|
|
date: string
|
|
description: string
|
|
amount: number
|
|
currency: string
|
|
external_id: string // dedup key
|
|
mcc_code?: number | null
|
|
merchant_name?: string | null
|
|
reference?: string | null // OCR number, Bankgiro ref, etc.
|
|
bank_connection_id?: string | null
|
|
import_source?: string // 'csv_nordea', 'camt053', 'enable_banking', etc.
|
|
}
|
|
|
|
export interface IngestResult {
|
|
imported: number
|
|
duplicates: number
|
|
auto_categorized: number
|
|
auto_matched_invoices: number
|
|
errors: number
|
|
transaction_ids: string[]
|
|
}
|
|
|
|
/**
|
|
* Generic transaction ingestion pipeline.
|
|
*
|
|
* Handles:
|
|
* 1. Deduplication via external_id
|
|
* 2. Insert into transactions table
|
|
* 3. OCR/reference-based invoice matching (highest confidence)
|
|
* 4. Amount+customer fallback invoice matching
|
|
* 5. Mapping rule evaluation for auto-categorization
|
|
* 6. Auto-journal-entry creation for high-confidence matches
|
|
*
|
|
* Used by both bank file import and Enable Banking PSD2 sync.
|
|
*/
|
|
export async function ingestTransactions(
|
|
supabase: SupabaseClient,
|
|
userId: string,
|
|
rawTransactions: RawTransaction[]
|
|
): Promise<IngestResult> {
|
|
const result: IngestResult = {
|
|
imported: 0,
|
|
duplicates: 0,
|
|
auto_categorized: 0,
|
|
auto_matched_invoices: 0,
|
|
errors: 0,
|
|
transaction_ids: [],
|
|
}
|
|
|
|
for (const raw of rawTransactions) {
|
|
// 1. Check for duplicates via external_id
|
|
const { data: existing } = await supabase
|
|
.from('transactions')
|
|
.select('id')
|
|
.eq('user_id', userId)
|
|
.eq('external_id', raw.external_id)
|
|
.single()
|
|
|
|
if (existing) {
|
|
result.duplicates++
|
|
continue
|
|
}
|
|
|
|
// 2. Insert new transaction
|
|
const { data: newTransaction, error: insertError } = await supabase
|
|
.from('transactions')
|
|
.insert({
|
|
user_id: userId,
|
|
bank_connection_id: raw.bank_connection_id || null,
|
|
external_id: raw.external_id,
|
|
date: raw.date,
|
|
description: raw.description,
|
|
amount: raw.amount,
|
|
currency: raw.currency,
|
|
category: 'uncategorized',
|
|
is_business: null,
|
|
mcc_code: raw.mcc_code || null,
|
|
merchant_name: raw.merchant_name || null,
|
|
reference: raw.reference || null,
|
|
import_source: raw.import_source || null,
|
|
})
|
|
.select()
|
|
.single()
|
|
|
|
if (insertError || !newTransaction) {
|
|
result.errors++
|
|
continue
|
|
}
|
|
|
|
result.imported++
|
|
result.transaction_ids.push(newTransaction.id)
|
|
|
|
// 3. For income transactions, try invoice matching
|
|
if (newTransaction.amount > 0) {
|
|
try {
|
|
// OCR/reference matching is handled inside getBestInvoiceMatch
|
|
// (which calls findMatchingInvoices, which now checks references)
|
|
const bestMatch = await getBestInvoiceMatch(
|
|
userId,
|
|
newTransaction as Transaction,
|
|
0.50
|
|
)
|
|
|
|
if (bestMatch) {
|
|
await supabase
|
|
.from('transactions')
|
|
.update({ potential_invoice_id: bestMatch.invoice.id })
|
|
.eq('id', newTransaction.id)
|
|
|
|
result.auto_matched_invoices++
|
|
}
|
|
} catch {
|
|
// Non-critical — continue processing
|
|
}
|
|
}
|
|
|
|
// 4. Evaluate mapping rules for auto-categorization
|
|
try {
|
|
const mappingResult = await evaluateMappingRules(
|
|
userId,
|
|
newTransaction as Transaction
|
|
)
|
|
|
|
if (mappingResult.confidence >= 0.8 && !mappingResult.requires_review) {
|
|
const journalEntry = await createTransactionJournalEntry(
|
|
userId,
|
|
newTransaction as Transaction,
|
|
mappingResult
|
|
)
|
|
|
|
if (journalEntry) {
|
|
await supabase
|
|
.from('transactions')
|
|
.update({
|
|
journal_entry_id: journalEntry.id,
|
|
is_business: !mappingResult.default_private,
|
|
})
|
|
.eq('id', newTransaction.id)
|
|
|
|
result.auto_categorized++
|
|
}
|
|
}
|
|
} catch {
|
|
// Non-critical — continue processing
|
|
}
|
|
}
|
|
|
|
return result
|
|
}
|