@accounter/server/src/modules/charges-matcher/helpers/candidate-filter.helper.ts

Accounter GraphQL server

import type { Document, Transaction } from '../types.js';

/**
 * Filter transactions that should be excluded from matching
 * Excludes transactions marked as fees (is_fee = true)
 * @param transaction - Transaction to check
 * @returns true if transaction should be included in matching
 */
export function isValidTransactionForMatching(transaction: Transaction): boolean {
  // Exclude fee transactions
  return !transaction.is_fee;
}

/**
 * Filter documents that should be excluded from matching
 * Excludes documents with null mandatory fields (total_amount or currency_code)
 * @param document - Document to check
 * @returns true if document should be included in matching
 */
export function isValidDocumentForMatching(document: Document): boolean {
  // Document must have total_amount (can be zero, but not null)
  if (document.total_amount === null || document.total_amount === undefined) {
    return false;
  }

  // Document must have currency_code
  if (!document.currency_code) {
    return false;
  }

  return true;
}

/**
 * Check if a date falls within the matching window
 * Window is calculated as ±windowMonths from the reference date
 * @param candidateDate - Date to check
 * @param referenceDate - Center point of the window
 * @param windowMonths - Number of months before/after (default 12)
 * @returns true if within window
 */
export function isWithinDateWindow(
  candidateDate: Date,
  referenceDate: Date,
  windowMonths: number = 12,
): boolean {
  // Calculate the date range
  const minDate = new Date(referenceDate);
  minDate.setMonth(minDate.getMonth() - windowMonths);

  const maxDate = new Date(referenceDate);
  maxDate.setMonth(maxDate.getMonth() + windowMonths);

  // Check if candidate is within range (inclusive)
  return candidateDate >= minDate && candidateDate <= maxDate;
}