85 lines
2.6 KiB
JavaScript
85 lines
2.6 KiB
JavaScript
'use strict';
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const { normalizeMerchant } = require('./subscriptionService');
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// Persist a merchant→bill rule so future synced transactions auto-match.
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function addMerchantRule(db, userId, billId, merchant) {
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const normalized = normalizeMerchant(merchant);
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if (!normalized || normalized.length < 3) return;
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try {
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db.prepare(`
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INSERT INTO bill_merchant_rules (user_id, bill_id, merchant)
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VALUES (?, ?, ?)
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ON CONFLICT(user_id, bill_id, merchant) DO NOTHING
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`).run(userId, billId, normalized);
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} catch {
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// Table may not exist yet on legacy DBs — safe to skip
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}
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}
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// Scan all unmatched negative transactions for this user, apply any stored
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// merchant rules, create payments, and mark the transactions matched.
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// Returns { matched: number }.
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function applyMerchantRules(db, userId) {
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let rules;
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try {
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rules = db.prepare(`
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SELECT bmr.bill_id, bmr.merchant
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FROM bill_merchant_rules bmr
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JOIN bills b ON b.id = bmr.bill_id AND b.user_id = bmr.user_id AND b.deleted_at IS NULL
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WHERE bmr.user_id = ?
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`).all(userId);
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} catch {
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return { matched: 0 };
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}
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if (rules.length === 0) return { matched: 0 };
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const txRows = db.prepare(`
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SELECT id, amount, payee, description, memo, posted_date, transacted_at
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FROM transactions
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WHERE user_id = ?
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AND match_status = 'unmatched'
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AND ignored = 0
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AND amount < 0
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`).all(userId);
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if (txRows.length === 0) return { matched: 0 };
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const insertPayment = db.prepare(`
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INSERT OR IGNORE INTO payments (bill_id, amount, paid_date, payment_source, transaction_id)
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VALUES (?, ?, ?, 'auto_match', ?)
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`);
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const updateTx = db.prepare(`
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UPDATE transactions
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SET matched_bill_id = ?, match_status = 'matched', updated_at = datetime('now')
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WHERE id = ? AND user_id = ? AND match_status = 'unmatched'
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`);
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let matched = 0;
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db.transaction(() => {
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for (const tx of txRows) {
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const txMerchant = normalizeMerchant(tx.payee || tx.description || tx.memo || '');
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if (!txMerchant) continue;
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const rule = rules.find(r =>
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txMerchant.includes(r.merchant) || r.merchant.includes(txMerchant)
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);
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if (!rule) continue;
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const paidDate = tx.posted_date || (tx.transacted_at ? String(tx.transacted_at).slice(0, 10) : null);
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if (!paidDate) continue;
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const amount = Math.round(Math.abs(tx.amount)) / 100;
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insertPayment.run(rule.bill_id, amount, paidDate, tx.id);
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updateTx.run(rule.bill_id, tx.id, userId);
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matched++;
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}
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})();
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return { matched };
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}
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module.exports = { addMerchantRule, applyMerchantRules };
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