Jakob WennbergandClaude Opus 4.6
885f362a29
Replace PSD2 bank integration as the default with file-based bank import (CSV/XML), which better suits Swedish sole traders and small companies. Enable Banking is now an opt-in extension. - Phase 1: Extract generic transaction ingestion service (ingest.ts) with dedup, auto-categorization, and OCR-based invoice matching - Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank, Handelsbanken CSV formats and ISO 20022 camt.053 XML - Phase 3: Database migration adding import_source, reference columns and bank_file_imports tracking table - Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute - Phase 5: Move Enable Banking to extensions/enable-banking/ with commented-out loader entry for opt-in activation - Phase 6: 104 new tests (ingestion + all parser formats), fixing Nordea detection overlap and camt.053 XML tag collision bugs Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
63 lines
1.9 KiB
TypeScript
63 lines
1.9 KiB
TypeScript
import { SupabaseClient } from '@supabase/supabase-js'
|
|
import { getTransactions, getAccountBalance } from './api-client'
|
|
import { ingestTransactions, type RawTransaction } from '@/lib/transactions/ingest'
|
|
import type { StoredAccount } from '../types'
|
|
|
|
export interface SyncResult {
|
|
imported: number
|
|
duplicates: number
|
|
errors: number
|
|
}
|
|
|
|
/**
|
|
* Sync transactions for a single bank account via Enable Banking PSD2.
|
|
*
|
|
* Fetches transactions from the Enable Banking API, converts to RawTransaction
|
|
* format, and delegates to the shared ingestion pipeline.
|
|
*/
|
|
export async function syncAccountTransactions(
|
|
supabase: SupabaseClient,
|
|
userId: string,
|
|
connectionId: string,
|
|
account: StoredAccount,
|
|
fromDate: string,
|
|
toDate: string
|
|
): Promise<SyncResult> {
|
|
const bankTransactions = await getTransactions(
|
|
account.uid,
|
|
fromDate,
|
|
toDate,
|
|
account.currency
|
|
)
|
|
|
|
// Convert Enable Banking format to generic RawTransaction
|
|
const rawTransactions: RawTransaction[] = bankTransactions.map((tx) => ({
|
|
date: tx.booking_date || tx.date,
|
|
description: tx.description || tx.counterparty_name || 'Unknown',
|
|
amount: tx.amount,
|
|
currency: tx.currency || account.currency,
|
|
external_id: `${connectionId}_${tx.id}`,
|
|
mcc_code: tx.merchant_category_code ? parseInt(tx.merchant_category_code, 10) : null,
|
|
merchant_name: tx.counterparty_name || null,
|
|
reference: tx.reference || null,
|
|
bank_connection_id: connectionId,
|
|
import_source: 'enable_banking',
|
|
}))
|
|
|
|
const ingestResult = await ingestTransactions(supabase, userId, rawTransactions)
|
|
|
|
// Update account balance
|
|
try {
|
|
const balance = await getAccountBalance(account.uid)
|
|
account.balance = balance.amount
|
|
} catch {
|
|
// Ignore balance fetch errors
|
|
}
|
|
|
|
return {
|
|
imported: ingestResult.imported,
|
|
duplicates: ingestResult.duplicates,
|
|
errors: ingestResult.errors,
|
|
}
|
|
}
|