@accounter/server/src/modules/charges/resolvers/charge-suggestions/charge-suggestions.resolver.ts

Accounter GraphQL server

import { GraphQLError } from 'graphql';
import type {
  ChargeResolvers,
  Maybe,
  Resolver,
  ResolversParentTypes,
  ResolversTypes,
} from '../../../../__generated__/types.js';
import { UUID_REGEX } from '../../../../shared/constants.js';
import { ChargeTypeEnum } from '../../../../shared/enums.js';
import { errorSimplifier } from '../../../../shared/errors.js';
import { AdminContextProvider } from '../../../admin-context/providers/admin-context.provider.js';
import { ScopeProvider } from '../../../auth/providers/scope.provider.js';
import { suggestionDataSchema } from '../../../financial-entities/helpers/business-suggestion-data-schema.helper.js';
import { BusinessesProvider } from '../../../financial-entities/providers/businesses.provider.js';
import { ChargeTagsProvider } from '../../../tags/providers/charge-tags.provider.js';
import { TagsProvider } from '../../../tags/providers/tags.provider.js';
import { IGetTagsByIDsResult } from '../../../tags/types.js';
import { TransactionsProvider } from '../../../transactions/providers/transactions.provider.js';
import { getChargeType } from '../../helpers/charge-type.js';
import { calculateTotalAmount, getChargeBusinesses } from '../../helpers/common.helper.js';
import { ChargesProvider } from '../../providers/charges.provider.js';
import type { ChargesModule } from '../../types.js';
import { missingConversionInfoSuggestions } from './conversion-suggeestions.resolver.js';

export type Suggestion = Awaited<ResolversTypes['ChargeSuggestions']>;

const missingInfoSuggestions: Resolver<
  Maybe<Suggestion>,
  ResolversParentTypes['Charge'],
  GraphQLModules.Context
> = async (DbCharge, _, context, __) => {
  try {
    const { injector } = context;
    const {
      financialAccounts: {
        poalimBusinessId,
        etherScanBusinessId,
        krakenBusinessId,
        etanaBusinessId,
      },
      defaultLocalCurrency,
    } = await injector.get(AdminContextProvider).getVerifiedAdminContext();

    const [chargeType, tags] = await Promise.all([
      getChargeType(DbCharge, injector),
      injector.get(ChargeTagsProvider).getTagsByChargeIDLoader.load(DbCharge.id),
    ]);

    // if all required fields are filled, no need for suggestions
    if (!!tags.length && !!DbCharge.user_description?.trim()) {
      return null;
    }

    if (chargeType === ChargeTypeEnum.Conversion) {
      return missingConversionInfoSuggestions(DbCharge, _, context, __);
    }

    const [formattedAmount, { allBusinessIds, mainBusinessId }] = await Promise.all([
      calculateTotalAmount(DbCharge.id, injector, defaultLocalCurrency),
      getChargeBusinesses(DbCharge.id, injector),
    ]);

    const chargeAmount = formattedAmount?.raw ?? 0;

    // if charge has a businesses, use it's suggestion data
    if (mainBusinessId) {
      const business = await injector
        .get(BusinessesProvider)
        .getBusinessByIdLoader.load(mainBusinessId);
      if (business?.suggestion_data) {
        const {
          data: suggestionData,
          error,
          success,
        } = suggestionDataSchema.safeParse(business.suggestion_data);
        if (!success) {
          console.error('Failed to parse suggestion data for business', {
            businessId: business.id,
            error,
          });
          throw new GraphQLError('Failed to parse suggestion data for business');
        }

        return {
          description: suggestionData.description,
          tags: await Promise.all(
            (suggestionData.tags ?? []).map(tag =>
              UUID_REGEX.test(tag)
                ? injector.get(TagsProvider).getTagByIDLoader.load(tag)
                : injector.get(TagsProvider).getTagByNameLoader.load(tag),
            ),
          ).then(tags => tags.filter(Boolean) as IGetTagsByIDsResult[]),
        };
      }
    }

    if (allBusinessIds.length > 1) {
      const isKrakenIncluded = krakenBusinessId && allBusinessIds.includes(krakenBusinessId);
      const isEtherscanIncluded =
        etherScanBusinessId && allBusinessIds.includes(etherScanBusinessId);
      const isEtanaIncluded = etanaBusinessId && allBusinessIds.includes(etanaBusinessId);
      const isPoalimIncluded = poalimBusinessId && allBusinessIds.includes(poalimBusinessId);

      if (isKrakenIncluded && isEtherscanIncluded) {
        return {
          description: 'Etherscan to Kraken transfer',
          tags: await injector
            .get(TagsProvider)
            .getTagByNameLoader.load('financial')
            .then(res => (res ? [res] : [])),
        };
      }
      if (isKrakenIncluded && isEtanaIncluded) {
        return {
          description: 'Kraken to Etana transfer',
          tags: await injector
            .get(TagsProvider)
            .getTagByNameLoader.load('financial')
            .then(res => (res ? [res] : [])),
        };
      }
      if (isPoalimIncluded && isEtanaIncluded) {
        return {
          description: 'Etana to Poalim transfer',
          tags: await injector
            .get(TagsProvider)
            .getTagByNameLoader.load('financial')
            .then(res => (res ? [res] : [])),
        };
      }
    }

    const allBusinesses = await injector.get(BusinessesProvider).getAllBusinesses();
    const suggestions: Record<string, Suggestion> = {};
    for (const business of allBusinesses) {
      if (!business.suggestion_data) continue;
      const {
        data: suggestionData,
        error,
        success,
      } = suggestionDataSchema.safeParse(business.suggestion_data);
      if (!success) {
        console.error('Failed to parse suggestion data for business', {
          businessId: business.id,
          error,
        });
        continue;
      }

      if (business.id in allBusinessIds) {
        return {
          description: suggestionData.description,
          tags: await Promise.all(
            (suggestionData.tags ?? []).map(tag =>
              UUID_REGEX.test(tag)
                ? injector.get(TagsProvider).getTagByIDLoader.load(tag)
                : injector.get(TagsProvider).getTagByNameLoader.load(tag),
            ),
          ).then(tags => tags.filter(Boolean) as IGetTagsByIDsResult[]),
        };
      }

      if (!suggestionData.phrases) continue;

      for (const phrase of suggestionData.phrases) {
        suggestions[phrase] = {
          description: suggestionData.description,
          tags: suggestionData.tags
            ? await Promise.all(
                suggestionData.tags.map(tag =>
                  UUID_REGEX.test(tag)
                    ? injector.get(TagsProvider).getTagByIDLoader.load(tag)
                    : injector.get(TagsProvider).getTagByNameLoader.load(tag),
                ),
              ).then(tags => tags.filter(Boolean) as IGetTagsByIDsResult[])
            : [],
        };
      }
    }

    const transactions = await injector
      .get(TransactionsProvider)
      .transactionsByChargeIDLoader.load(DbCharge.id);
    const description = transactions.map(t => t.source_description).join(' ');

    for (const [phrase, suggestion] of Object.entries(suggestions)) {
      if (Array.isArray(phrase) && new RegExp(phrase.join('|')).test(description)) {
        return suggestion;
      }
      if (description.includes(phrase)) {
        return suggestion;
      }
    }

    if (
      description.includes('ע\' העברת מט"ח') ||
      (description.includes('העברת מט"ח') && Math.abs(chargeAmount) < 400) ||
      (description.includes('מטח') && Math.abs(chargeAmount) < 400) ||
      description.includes('F.C.COM') ||
      description.includes('ע.מפעולות-ישיר') ||
      description.includes('ריבית חובה') ||
      description.includes('FEE')
    ) {
      const sourceTransaction =
        transactions.length === 0
          ? 'Missing'
          : transactions.length === 1
            ? transactions[0].source_reference
            : `['${transactions.map(t => t.source_reference).join("','")}']`;
      return {
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('financial')
          .then(res => (res ? [res] : [])),
        description: `Fees for source transaction=${sourceTransaction}`,
      };
    }
    if (description.includes('דותן שמחה') || description.includes('שמחה דותן')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `${previousMonth}/2022 Salary`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('גולדשטין אורי')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `${previousMonth}/2022 Salary`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('גרדוש')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `${previousMonth}/2022 Salary`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('תובל')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `${previousMonth}/2022 Salary`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('מנורה מבטחים פנס')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Pension ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('פניקס אקסלנס')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Training Fund ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('מיטב דש גמל ופנס')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Pension ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('מגדל מקפת')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Pension ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('מגדל השתלמות')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Training Fund ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('ביטוח לאומי')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Social Security Deductions for Salaries ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('LANCE GLOBAL')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: 'long' });
      return {
        description: `The Guild Enterprise Support - ${previousMonth} 2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (
      (description.includes('העברת מט"ח') &&
        (description.includes('fbv') || description.includes('fv'))) ||
      description.includes('kamil kisiela')
    ) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `Software Development and Consulting ${previousMonth}/23`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('slava')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: '2-digit' });
      return {
        description: `Web Development Services ${previousMonth}/23`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('COURIER PLUS INC')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: 'long' });
      return {
        description: `GraphQL Hive Enterprise License - ${previousMonth} 2023`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('GOBRANDS')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: 'long' });
      return {
        description: `GraphQL Hive Enterprise License - ${previousMonth} 2023`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('MEDIC FIRST AI')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: 'long' });
      return {
        description: `GraphQL Hive Enterprise License - ${previousMonth} 2023`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('מס הכנסה')) {
      const flag = description.includes('מס הכנסה ני');
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
        description: flag
          ? `Tax for employees for ${previousMonth}/2022`
          : `Advance Tax for ${previousMonth}/2022`,
      };
    }
    if (description.includes('המכס ומעמ-גביי תשלום') || description.includes('CUSTOM + V.A.T')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', {
        month: '2-digit',
      });
      return {
        description: `VAT for ${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('חניון')) {
      return {
        description: 'Parking',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('transportation')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('deel')) {
      return {
        description: 'Laurin Salary',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('GITHUB')) {
      const suggested = {
        description: 'GitHub Actions',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
      if (chargeAmount <= -2000) {
        suggested.description = 'Monthly Sponsor for Benjie, Code-Hex, hayes';
      } else if (chargeAmount <= -1000) {
        suggested.description = 'Monthly Sponsor for Andarist, warrenday';
      } else {
        suggested.description = 'GitHub Actions';
      }
      return suggested;
    }
    if (chargeAmount === -4329) {
      return {
        description: 'Office rent',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('APPLE COM BILL/ITUNES.COM')) {
      const flag = chargeAmount === -109.9;
      return {
        taxCategory: 'אתר',
        beneficiaaries: [], // NOTE: used to be ' '
        description: flag ? 'LinkedIn' : 'Apple Services',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load(flag ? 'business' : 'computer')
          .then(res => (res ? [res] : [])),
      };
    }
    if (
      description.includes('ע\' העברת מט"ח') ||
      (description.includes('העברת מט"ח') && Math.abs(chargeAmount) < 400) ||
      (description.includes('מטח') && Math.abs(chargeAmount) < 400) ||
      description.includes('F.C.COM') ||
      description.includes('ע.מפעולות-ישיר') ||
      description.includes('ריבית חובה') ||
      description.includes('FEE')
    ) {
      const description = transactions.length
        ? `['${transactions.map(t => t.source_reference).join("','")}']`
        : 'Missing';
      //NOTE: multiple suggestions business
      return {
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('financial')
          .then(res => (res ? [res] : [])),
        description,
      };
    }
    if (description.includes('ריבית זכות')) {
      //NOTE: multiple suggestions business
      return {
        description: 'Interest fees on Euro plus',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('financial')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('פועלים- דמי כרטיס')) {
      //NOTE: multiple suggestions business
      return {
        description: 'Bank creditcard fees',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('financial')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('אריה קריסטל')) {
      //NOTE: multiple suggestions business
      return {
        description: 'Water bill for 04-2022',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('house')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('aleksandra')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: '2-digit' });
      return {
        description: `Software Consulting Fees (${previousMonth}/2023)`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (description.includes('denelop')) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: '2-digit' });
      return {
        description: `Software Development and Consulting ${previousMonth}/2023`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (chargeAmount === -12_000) {
      const current = new Date();
      current.setMonth(current.getMonth() - 1);
      const previousMonth = current.toLocaleString('default', { month: '2-digit' });
      return {
        description: `${previousMonth}/2022`,
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }
    if (chargeAmount === -600) {
      return {
        description: 'Matic Zavadlal - April 2021',
        tags: await injector
          .get(TagsProvider)
          .getTagByNameLoader.load('business')
          .then(res => (res ? [res] : [])),
      };
    }

    return null;
  } catch (error) {
    throw errorSimplifier('Unexpected error fetching missing info suggestions', error);
  }
};

const commonChargeFields: ChargesModule.ChargeResolvers = {
  missingInfoSuggestions: missingInfoSuggestions as ChargeResolvers['missingInfoSuggestions'],
};

export const chargeSuggestionsResolvers: ChargesModule.Resolvers = {
  Query: {
    similarCharges: async (
      _,
      {
        chargeId,
        withMissingTags = false,
        withMissingDescription = false,
        descriptionDifferentThan,
        tagsDifferentThan,
      },
      { injector },
    ) => {
      if (!chargeId?.trim()) {
        throw new GraphQLError('Charge ID is required');
      }

      try {
        const [mainCharge, { allBusinessIds, mainBusinessId }] = await Promise.all([
          injector
            .get(ChargesProvider)
            .getChargeByIdLoader.load(chargeId)
            .catch(e => {
              console.error('Error fetching charge', { chargeId, error: e });
              throw new GraphQLError('Error fetching charge');
            }),
          getChargeBusinesses(chargeId, injector),
        ]);

        if (!mainCharge) {
          throw new GraphQLError(`Charge not found: ${chargeId}`);
        }

        const similarCharges = await injector
          .get(ChargesProvider)
          .getSimilarCharges({
            businessId: mainBusinessId,
            businessArray: allBusinessIds,
            withMissingTags,
            withMissingDescription,
            tagsDifferentThan: tagsDifferentThan ? [...tagsDifferentThan] : undefined,
            descriptionDifferentThan,
            ownerId: mainCharge.owner_id,
          })
          .catch(e => {
            console.error('Error fetching similar charges:', {
              chargeId,
              businessId: mainBusinessId,
              businessArray: allBusinessIds,
              error: e.message,
            });
            throw new GraphQLError('Error fetching similar charges');
          });
        return similarCharges;
      } catch (error) {
        throw errorSimplifier('Unexpected error fetching similar charges', error);
      }
    },
    similarChargesByBusiness: async (
      _,
      { businessId, ownerId: ownerIdInput, tagsDifferentThan, descriptionDifferentThan },
      { injector },
    ) => {
      if (!businessId?.trim()) {
        throw new GraphQLError('Business ID is required');
      }

      try {
        // Validate an explicit owner against the read scope (throws if out of
        // scope); otherwise default to the request's primary business.
        const trimmedOwnerId = ownerIdInput?.trim();
        let ownerId: string;
        if (trimmedOwnerId) {
          await injector.get(ScopeProvider).getReadScope([trimmedOwnerId]);
          ownerId = trimmedOwnerId;
        } else {
          ownerId = (await injector.get(AdminContextProvider).getVerifiedAdminContext()).ownerId;
        }

        const similarCharges = await injector
          .get(ChargesProvider)
          .getSimilarCharges({
            businessId,
            tagsDifferentThan: tagsDifferentThan ? [...tagsDifferentThan] : undefined,
            descriptionDifferentThan,
            ownerId,
          })
          .catch(e => {
            console.error('Error fetching similar charges:', {
              businessId,
              ownerId,
              error: e.message,
            });
            throw new GraphQLError('Error fetching similar charges by business');
          });
        return similarCharges;
      } catch (error) {
        throw errorSimplifier('Unexpected error fetching similar charges by business', error);
      }
    },
  },
  CommonCharge: commonChargeFields,
  FinancialCharge: commonChargeFields,
  ConversionCharge: commonChargeFields,
  SalaryCharge: commonChargeFields,
  InternalTransferCharge: commonChargeFields,
  DividendCharge: commonChargeFields,
  BusinessTripCharge: commonChargeFields,
  MonthlyVatCharge: commonChargeFields,
  BankDepositCharge: commonChargeFields,
  ForeignSecuritiesCharge: commonChargeFields,
  CreditcardBankCharge: commonChargeFields,
};