initial commit

convex/comdirect/sync.ts

@@ -0,0 +1,148 @@
+import { action } from "../_generated/server";
+import { v } from "convex/values";
+import { internal } from "../_generated/api";
+import type { Id } from "../_generated/dataModel";
+import { getAuthUserId } from "@convex-dev/auth/server";
+import { getAccountBalances, getTransactions } from "./client";
+import { mapComdirectTransaction } from "../lib/comdirectMap";
+
+export const run = action({
+  args: {
+    accountId: v.optional(v.id("accounts")),
+    from: v.string(),
+    to: v.string(),
+  },
+  returns: v.object({
+    importedCount: v.number(),
+    skippedCount: v.number(),
+  }),
+  handler: async (ctx, args): Promise<{ importedCount: number; skippedCount: number }> => {
+    const userId = await getAuthUserId(ctx);
+    if (!userId) throw new Error("Nicht angemeldet");
+
+    const clientId = process.env.COMDIRECT_CLIENT_ID;
+    const clientSecret = process.env.COMDIRECT_CLIENT_SECRET;
+    if (!clientId || !clientSecret) {
+      throw new Error("comdirect API-Zugangsdaten nicht konfiguriert");
+    }
+
+    const session = await ctx.runQuery(internal.comdirect.internal.getSession, { userId });
+    if (!session?.accessToken || !session.secondaryActive) {
+      throw new Error("comdirect-Session nicht aktiv. Bitte erneut anmelden.");
+    }
+
+    const accessToken = session.accessToken;
+    const sessionUuid = session.sessionUuid;
+
+    const balances = await getAccountBalances(accessToken, sessionUuid);
+    const accountIdMap = new Map<string, typeof args.accountId>();
+
+    for (const item of balances.values ?? []) {
+      const account = item.account as {
+        accountId?: string;
+        iban?: string;
+        accountType?: { text?: string };
+      };
+      const accountIdExternal = account?.accountId;
+      if (!accountIdExternal) continue;
+      const balanceValue = Number((item.balance as { value?: string })?.value ?? 0);
+      const convexAccountId = await ctx.runMutation(
+        internal.comdirect.internal.upsertAccountFromComdirect,
+        {
+          userId,
+          externalId: accountIdExternal,
+          name: account.accountType?.text ?? "comdirect Konto",
+          iban: account.iban,
+          balance: balanceValue,
+        },
+      );
+      accountIdMap.set(accountIdExternal, convexAccountId);
+    }
+
+    const settings = await ctx.runQuery(internal.settings.getInternal, { userId });
+    const ownNames = settings?.ownNames ?? [];
+    const salaryShift = settings?.salaryShift ?? {
+      enabled: true,
+      categoryNames: ["Gehalt & Besoldung"],
+      dayThreshold: 25,
+    };
+
+    const rows: Array<{
+      accountId?: typeof args.accountId;
+      categoryName: string;
+      bookingDate?: string;
+      valueDate?: string;
+      description: string;
+      counterparty?: string;
+      amount: number;
+      vorgang?: string;
+      isPending: boolean;
+      rawText?: string;
+      assignedMonth?: string;
+      effectiveMonth?: string;
+      externalRef?: string;
+    }> = [];
+
+    const targetAccounts = args.accountId
+      ? [...accountIdMap.entries()].filter(([, id]) => id === args.accountId)
+      : [...accountIdMap.entries()];
+
+    for (const [externalAccountId, convexAccountId] of targetAccounts) {
+      for (const state of ["BOOKED", "NOTBOOKED"] as const) {
+        let offset = 0;
+        let matches = 0;
+        do {
+          const result = await getTransactions(accessToken, sessionUuid, externalAccountId, {
+            transactionState: state,
+            pagingFirst: offset,
+            minBookingDate: args.from,
+            maxBookingDate: args.to,
+          });
+          matches = result.paging.matches;
+          for (const tx of result.values ?? []) {
+            const mapped = mapComdirectTransaction(
+              tx as Parameters<typeof mapComdirectTransaction>[0],
+              ownNames,
+              salaryShift,
+            );
+            rows.push({
+              accountId: convexAccountId,
+              categoryName: mapped.categoryName,
+              bookingDate: mapped.bookingDate,
+              valueDate: mapped.valueDate,
+              description: mapped.description,
+              counterparty: mapped.counterparty,
+              amount: mapped.amount,
+              vorgang: mapped.vorgang,
+              isPending: mapped.isPending,
+              rawText: mapped.rawText,
+              assignedMonth: mapped.assignedMonth,
+              effectiveMonth: mapped.effectiveMonth,
+              externalRef: mapped.externalRef,
+            });
+          }
+          offset += result.values?.length ?? 0;
+        } while (offset < matches);
+      }
+    }
+
+    const commitResult: {
+      importId: Id<"imports">;
+      importedCount: number;
+      skippedCount: number;
+    } = await ctx.runMutation(internal.imports.commitRowsInternal, {
+      userId,
+      filename: `comdirect-sync-${args.from}-${args.to}`,
+      source: "comdirect-api",
+      accountId: args.accountId,
+      rows,
+    });
+
+    await ctx.runMutation(internal.comdirect.internal.clearSession, { userId });
+
+    return {
+      importedCount: commitResult.importedCount,
+      skippedCount: commitResult.skippedCount,
+    };
+  },
+});