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Matthias
301
convex/transactions.ts
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301
convex/transactions.ts
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import { query, mutation } from "./_generated/server";
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import { v } from "convex/values";
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import { paginationOptsValidator } from "convex/server";
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import {
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assertOwned,
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enrichTransactionFields,
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getAppSettings,
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recomputeEffectiveMonth,
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requireUserId,
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} from "./lib/helpers";
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import { applySalaryShiftRule } from "./lib/month";
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const transactionValidator = v.object({
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_id: v.id("transactions"),
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_creationTime: v.number(),
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userId: v.id("users"),
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accountId: v.optional(v.id("accounts")),
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categoryId: v.optional(v.id("categories")),
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bookingDate: v.optional(v.string()),
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valueDate: v.optional(v.string()),
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description: v.string(),
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counterparty: v.optional(v.string()),
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amount: v.number(),
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vorgang: v.optional(v.string()),
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isPending: v.boolean(),
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notes: v.optional(v.string()),
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rawText: v.optional(v.string()),
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importId: v.optional(v.id("imports")),
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assignedMonth: v.optional(v.string()),
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effectiveMonth: v.optional(v.string()),
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dedupHash: v.optional(v.string()),
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externalRef: v.optional(v.string()),
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});
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export const list = query({
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args: {
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paginationOpts: paginationOptsValidator,
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search: v.optional(v.string()),
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from: v.optional(v.string()),
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to: v.optional(v.string()),
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categoryIds: v.optional(v.array(v.id("categories"))),
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accountId: v.optional(v.id("accounts")),
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type: v.optional(v.union(v.literal("einnahme"), v.literal("ausgabe"))),
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pendingOnly: v.optional(v.boolean()),
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},
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returns: v.object({
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page: v.array(transactionValidator),
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isDone: v.boolean(),
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continueCursor: v.union(v.string(), v.null()),
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}),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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let q = ctx.db
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.query("transactions")
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.withIndex("by_user_booking", (q) => q.eq("userId", userId))
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.order("desc");
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const result = await q.paginate(args.paginationOpts);
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let page = result.page;
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if (args.from) {
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page = page.filter((tx) => !tx.bookingDate || tx.bookingDate >= args.from!);
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}
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if (args.to) {
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page = page.filter((tx) => !tx.bookingDate || tx.bookingDate <= args.to!);
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}
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if (args.accountId) {
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page = page.filter((tx) => tx.accountId === args.accountId);
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}
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if (args.pendingOnly) {
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page = page.filter((tx) => tx.isPending);
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}
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if (args.type === "einnahme") {
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page = page.filter((tx) => tx.amount > 0);
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}
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if (args.type === "ausgabe") {
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page = page.filter((tx) => tx.amount < 0);
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}
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if (args.categoryIds && args.categoryIds.length > 0) {
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const set = new Set(args.categoryIds);
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page = page.filter((tx) => tx.categoryId && set.has(tx.categoryId));
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}
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if (args.search) {
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const s = args.search.toLowerCase();
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page = page.filter(
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(tx) =>
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tx.description.toLowerCase().includes(s) ||
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(tx.counterparty?.toLowerCase().includes(s) ?? false) ||
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(tx.rawText?.toLowerCase().includes(s) ?? false),
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);
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}
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return { ...result, page };
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},
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});
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export const create = mutation({
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args: {
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accountId: v.optional(v.id("accounts")),
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categoryId: v.optional(v.id("categories")),
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bookingDate: v.optional(v.string()),
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valueDate: v.optional(v.string()),
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description: v.string(),
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counterparty: v.optional(v.string()),
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amount: v.number(),
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vorgang: v.optional(v.string()),
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isPending: v.boolean(),
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notes: v.optional(v.string()),
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rawText: v.optional(v.string()),
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assignedMonth: v.optional(v.string()),
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},
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returns: v.id("transactions"),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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const enriched = await enrichTransactionFields(ctx, userId, args);
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const existingDedup = await ctx.db
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.query("transactions")
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.withIndex("by_user_dedup", (q) =>
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q.eq("userId", userId).eq("dedupHash", enriched.dedupHash),
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)
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.unique();
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if (existingDedup) throw new Error("Duplikat erkannt");
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return await ctx.db.insert("transactions", {
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userId,
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accountId: args.accountId,
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categoryId: enriched.categoryId,
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bookingDate: args.isPending ? undefined : args.bookingDate,
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valueDate: args.valueDate,
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description: args.description,
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counterparty: args.counterparty,
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amount: enriched.amount,
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vorgang: args.vorgang,
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isPending: args.isPending,
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notes: args.notes,
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rawText: args.rawText,
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assignedMonth: enriched.assignedMonth,
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effectiveMonth: enriched.effectiveMonth,
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dedupHash: enriched.dedupHash,
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});
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},
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});
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export const update = mutation({
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args: {
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id: v.id("transactions"),
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accountId: v.optional(v.id("accounts")),
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categoryId: v.optional(v.id("categories")),
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bookingDate: v.optional(v.string()),
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valueDate: v.optional(v.string()),
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description: v.optional(v.string()),
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counterparty: v.optional(v.string()),
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amount: v.optional(v.number()),
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vorgang: v.optional(v.string()),
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isPending: v.optional(v.boolean()),
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notes: v.optional(v.string()),
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assignedMonth: v.optional(v.union(v.string(), v.null())),
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},
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returns: v.null(),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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const tx = await assertOwned(await ctx.db.get("transactions", args.id), userId, "Transaktion");
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const patch: Record<string, unknown> = {};
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for (const key of [
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"accountId",
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"categoryId",
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"bookingDate",
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"valueDate",
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"description",
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"counterparty",
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"amount",
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"vorgang",
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"isPending",
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"notes",
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] as const) {
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if (args[key] !== undefined) patch[key] = args[key];
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}
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if (args.assignedMonth !== undefined) {
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patch.assignedMonth = args.assignedMonth === null ? undefined : args.assignedMonth;
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}
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const merged = { ...tx, ...patch };
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if (merged.isPending) {
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patch.bookingDate = undefined;
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}
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const enriched = await enrichTransactionFields(ctx, userId, {
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accountId: merged.accountId,
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categoryId: merged.categoryId,
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bookingDate: merged.isPending ? undefined : merged.bookingDate,
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valueDate: merged.valueDate,
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description: merged.description,
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counterparty: merged.counterparty,
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amount: merged.amount,
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vorgang: merged.vorgang,
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isPending: merged.isPending,
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notes: merged.notes,
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rawText: merged.rawText,
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assignedMonth: merged.assignedMonth,
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externalRef: merged.externalRef,
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});
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patch.categoryId = enriched.categoryId;
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patch.assignedMonth = enriched.assignedMonth;
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patch.effectiveMonth = enriched.effectiveMonth;
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patch.dedupHash = enriched.dedupHash;
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patch.amount = enriched.amount;
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await ctx.db.patch(args.id, patch);
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return null;
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},
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});
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export const remove = mutation({
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args: { id: v.id("transactions") },
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returns: v.null(),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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await assertOwned(await ctx.db.get("transactions", args.id), userId, "Transaktion");
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await ctx.db.delete(args.id);
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return null;
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},
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});
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export const bulkSetCategory = mutation({
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args: {
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ids: v.array(v.id("transactions")),
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categoryId: v.id("categories"),
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},
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returns: v.null(),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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await assertOwned(await ctx.db.get("categories", args.categoryId), userId, "Kategorie");
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for (const id of args.ids) {
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const tx = await assertOwned(await ctx.db.get("transactions", id), userId, "Transaktion");
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await ctx.db.patch(id, { categoryId: args.categoryId });
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const effectiveMonth = recomputeEffectiveMonth(tx.bookingDate, tx.assignedMonth);
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if (effectiveMonth !== tx.effectiveMonth) {
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await ctx.db.patch(id, { effectiveMonth });
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}
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}
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return null;
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},
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});
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export const setAssignedMonth = mutation({
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args: {
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id: v.id("transactions"),
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month: v.union(v.string(), v.null()),
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},
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returns: v.null(),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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const tx = await assertOwned(await ctx.db.get("transactions", args.id), userId, "Transaktion");
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const assignedMonth = args.month === null ? undefined : args.month;
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const effectiveMonth = recomputeEffectiveMonth(tx.bookingDate, assignedMonth);
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await ctx.db.patch(args.id, { assignedMonth, effectiveMonth });
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return null;
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},
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});
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export const applySalaryShift = mutation({
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args: {},
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returns: v.object({ updated: v.number() }),
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handler: async (ctx) => {
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const userId = await requireUserId(ctx);
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const settings = await getAppSettings(ctx, userId);
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if (!settings) throw new Error("Einstellungen nicht gefunden");
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const categories = await ctx.db
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.query("categories")
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.withIndex("by_user", (q) => q.eq("userId", userId))
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.collect();
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const nameById = new Map(categories.map((c) => [c._id, c.name]));
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const txs = await ctx.db
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.query("transactions")
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.withIndex("by_user", (q) => q.eq("userId", userId))
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.collect();
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let updated = 0;
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for (const tx of txs) {
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if (tx.assignedMonth) continue;
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const categoryName = tx.categoryId ? nameById.get(tx.categoryId) : undefined;
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const assignedMonth = applySalaryShiftRule(
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tx.bookingDate,
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tx.amount,
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categoryName,
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settings.salaryShift,
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);
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if (!assignedMonth) continue;
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const effectiveMonth = recomputeEffectiveMonth(tx.bookingDate, assignedMonth);
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await ctx.db.patch(tx._id, { assignedMonth, effectiveMonth });
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updated++;
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}
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return { updated };
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},
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});
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