initial commit

convex/lib/helpers.ts

@@ -0,0 +1,134 @@
+import { getAuthUserId } from "@convex-dev/auth/server";
+import type { MutationCtx, QueryCtx } from "../_generated/server";
+import type { Id } from "../_generated/dataModel";
+import { categorize, roundEur } from "./categorize";
+import { computeEffectiveMonth, resolveAssignedAndEffective } from "./month";
+import { computeDedupHash } from "./comdirectMap";
+
+export async function requireUserId(ctx: QueryCtx | MutationCtx): Promise<Id<"users">> {
+  const userId = await getAuthUserId(ctx);
+  if (!userId) throw new Error("Nicht angemeldet");
+  return userId;
+}
+
+export async function getAppSettings(ctx: QueryCtx | MutationCtx, userId: Id<"users">) {
+  return await ctx.db
+    .query("appSettings")
+    .withIndex("by_user", (q) => q.eq("userId", userId))
+    .unique();
+}
+
+export async function getCategoryMap(ctx: QueryCtx | MutationCtx, userId: Id<"users">) {
+  const categories = await ctx.db
+    .query("categories")
+    .withIndex("by_user", (q) => q.eq("userId", userId))
+    .collect();
+  const byName = new Map<string, Id<"categories">>();
+  for (const cat of categories) {
+    byName.set(cat.name, cat._id);
+  }
+  return byName;
+}
+
+export async function resolveCategoryId(
+  ctx: QueryCtx | MutationCtx,
+  userId: Id<"users">,
+  categoryName: string,
+): Promise<Id<"categories"> | undefined> {
+  const cat = await ctx.db
+    .query("categories")
+    .withIndex("by_user_name", (q) => q.eq("userId", userId).eq("name", categoryName))
+    .unique();
+  return cat?._id;
+}
+
+export type TransactionInput = {
+  accountId?: Id<"accounts">;
+  categoryId?: Id<"categories">;
+  categoryName?: string;
+  bookingDate?: string;
+  valueDate?: string;
+  description: string;
+  counterparty?: string;
+  amount: number;
+  vorgang?: string;
+  isPending: boolean;
+  notes?: string;
+  rawText?: string;
+  importId?: Id<"imports">;
+  assignedMonth?: string;
+  externalRef?: string;
+};
+
+export async function enrichTransactionFields(
+  ctx: MutationCtx,
+  userId: Id<"users">,
+  input: TransactionInput,
+) {
+  const settings = await getAppSettings(ctx, userId);
+  const salaryShift = settings?.salaryShift ?? {
+    enabled: true,
+    categoryNames: ["Gehalt & Besoldung"],
+    dayThreshold: 25,
+  };
+  const ownNames = settings?.ownNames ?? [];
+
+  let categoryId = input.categoryId;
+  let categoryName = input.categoryName;
+  if (!categoryId && !categoryName && input.rawText) {
+    categoryName = categorize(
+      input.rawText,
+      input.amount,
+      input.vorgang ?? "",
+      ownNames,
+    );
+  }
+  if (!categoryId && categoryName) {
+    categoryId = await resolveCategoryId(ctx, userId, categoryName);
+  }
+  if (categoryId && !categoryName) {
+    const cat = await ctx.db.get("categories", categoryId);
+    categoryName = cat?.name;
+  }
+
+  const { assignedMonth, effectiveMonth } = resolveAssignedAndEffective(
+    input.bookingDate,
+    input.amount,
+    categoryName,
+    salaryShift,
+    input.assignedMonth,
+  );
+
+  const dedupHash = await computeDedupHash({
+    accountId: input.accountId,
+    bookingDate: input.bookingDate,
+    amount: roundEur(input.amount),
+    description: input.description,
+    vorgang: input.vorgang,
+  });
+
+  return {
+    categoryId,
+    assignedMonth,
+    effectiveMonth,
+    dedupHash,
+    amount: roundEur(input.amount),
+  };
+}
+
+export async function assertOwned<T extends { userId: Id<"users"> }>(
+  doc: T | null,
+  userId: Id<"users">,
+  label: string,
+): Promise<T> {
+  if (!doc) throw new Error(`${label} nicht gefunden`);
+  if (doc.userId !== userId) throw new Error("Nicht autorisiert");
+  return doc;
+}
+
+export function recomputeEffectiveMonth(
+  bookingDate: string | undefined,
+  assignedMonth: string | undefined,
+) {
+  return computeEffectiveMonth(bookingDate, assignedMonth);
+}