BillTracker/routes/matches.js

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const router = require('express').Router();
const { standardizeError } = require('../middleware/errorFormatter');
const { getDb } = require('../db/database');
const { applyBankPaymentAsSourceOfTruth, reactivatePaymentsOverriddenBy } = require('../services/paymentAccountingService');
const {
listMatchSuggestions,
rejectMatchSuggestion,
} = require('../services/matchSuggestionService');
const { learnMerchantRuleFromMatch } = require('../services/billMerchantRuleService');
function sendMatchError(res, err, fallbackMessage = 'Match operation failed') {
if (err.status) {
return res.status(err.status).json(standardizeError(err.message, err.code || 'MATCH_ERROR', err.field));
}
console.error('[matches] service error:', err.stack || err.message);
return res.status(500).json(standardizeError(fallbackMessage, 'MATCH_ERROR'));
}
// GET /api/matches/suggestions
router.get('/suggestions', (req, res) => {
try {
res.json(listMatchSuggestions(req.user.id, req.query));
} catch (err) {
return sendMatchError(res, err, 'Match suggestions failed');
}
});
// POST /api/matches/:id/reject
router.post('/:id/reject', (req, res) => {
try {
res.json(rejectMatchSuggestion(req.user.id, req.params.id));
} catch (err) {
return sendMatchError(res, err, 'Rejecting match suggestion failed');
}
});
// POST /api/matches/confirm — link a transaction to a bill and record a payment
router.post('/confirm', (req, res) => {
const txId = parseInt(req.body?.transaction_id, 10);
const billId = parseInt(req.body?.bill_id, 10);
if (!Number.isInteger(txId) || !Number.isInteger(billId)) {
return res.status(400).json(standardizeError('transaction_id and bill_id are required integers', 'VALIDATION_ERROR'));
}
const db = getDb();
const tx = db.prepare('SELECT * FROM transactions WHERE id = ? AND user_id = ?').get(txId, req.user.id);
if (!tx) return res.status(404).json(standardizeError('Transaction not found', 'NOT_FOUND', 'transaction_id'));
if (tx.match_status === 'matched') {
return res.status(409).json(standardizeError('Transaction is already matched to a bill', 'ALREADY_MATCHED', 'transaction_id'));
}
const bill = db.prepare('SELECT * FROM bills WHERE id = ? AND user_id = ? AND deleted_at IS NULL').get(billId, req.user.id);
if (!bill) return res.status(404).json(standardizeError('Bill not found', 'NOT_FOUND', 'bill_id'));
const existing = db.prepare('SELECT id FROM payments WHERE transaction_id = ? AND deleted_at IS NULL').get(txId);
if (existing) return res.status(409).json(standardizeError('A payment is already linked to this transaction', 'DUPLICATE_MATCH'));
const paidDate = tx.posted_date || (tx.transacted_at ? tx.transacted_at.slice(0, 10) : new Date().toISOString().slice(0, 10));
const amount = Math.round(Math.abs(tx.amount)) / 100; // cents → dollars
try {
db.exec('BEGIN');
const payResult = db.prepare(
"INSERT INTO payments (bill_id, amount, paid_date, payment_source, transaction_id) VALUES (?, ?, ?, 'transaction_match', ?)"
).run(billId, amount, paidDate, txId);
const paymentForAccounting = db.prepare('SELECT * FROM payments WHERE id = ?').get(payResult.lastInsertRowid);
applyBankPaymentAsSourceOfTruth(db, bill, paymentForAccounting);
db.prepare(`
UPDATE transactions
SET matched_bill_id = ?, match_status = 'matched', updated_at = datetime('now')
WHERE id = ? AND user_id = ?
`).run(billId, txId, req.user.id);
// Learn a merchant→bill rule from this explicit confirmation so future
// synced transactions from the same merchant auto-match. Best-effort.
learnMerchantRuleFromMatch(db, req.user.id, billId, tx);
db.exec('COMMIT');
const payment = db.prepare('SELECT * FROM payments WHERE id = ?').get(payResult.lastInsertRowid);
const updated = db.prepare(`
SELECT t.*, b.name AS matched_bill_name
FROM transactions t
LEFT JOIN bills b ON b.id = t.matched_bill_id AND b.deleted_at IS NULL
WHERE t.id = ?
`).get(txId);
res.json({ transaction: updated, payment });
} catch (err) {
try { db.exec('ROLLBACK'); } catch {}
return sendMatchError(res, err, 'Failed to confirm match');
}
});
// POST /api/matches/:transactionId/unmatch — remove a manual match
router.post('/:transactionId/unmatch', (req, res) => {
const txId = parseInt(req.params.transactionId, 10);
if (!Number.isInteger(txId)) {
return res.status(400).json(standardizeError('transactionId must be an integer', 'VALIDATION_ERROR'));
}
const db = getDb();
const tx = db.prepare('SELECT * FROM transactions WHERE id = ? AND user_id = ?').get(txId, req.user.id);
if (!tx) return res.status(404).json(standardizeError('Transaction not found', 'NOT_FOUND'));
if (tx.match_status !== 'matched') {
return res.status(409).json(standardizeError('Transaction is not matched', 'NOT_MATCHED'));
}
try {
db.exec('BEGIN');
const matchedPayments = db.prepare(`
SELECT *
FROM payments
WHERE transaction_id = ? AND payment_source = 'transaction_match' AND deleted_at IS NULL
`).all(txId);
for (const payment of matchedPayments) {
reactivatePaymentsOverriddenBy(db, payment.id);
}
db.prepare(`
UPDATE payments SET deleted_at = datetime('now'), updated_at = datetime('now')
WHERE transaction_id = ? AND payment_source = 'transaction_match' AND deleted_at IS NULL
`).run(txId);
db.prepare(`
UPDATE transactions
SET matched_bill_id = NULL, match_status = 'unmatched', updated_at = datetime('now')
WHERE id = ? AND user_id = ?
`).run(txId, req.user.id);
db.exec('COMMIT');
res.json({ ok: true });
} catch (err) {
try { db.exec('ROLLBACK'); } catch {}
return sendMatchError(res, err, 'Failed to unmatch transaction');
}
});
module.exports = router;