feat: add account metadata and interest analytics

This commit is contained in:
2026-08-20 08:40:03 +03:00
parent f8e4f86a6d
commit 6550e2057c
15 changed files with 152 additions and 24 deletions

View File

@@ -171,7 +171,7 @@ export async function importStatement(
let isNewAccount = false;
const accResult = await client.query(
'SELECT id FROM accounts WHERE bank = $1 AND account_number = $2',
'SELECT id, account_type FROM accounts WHERE bank = $1 AND account_number = $2',
[data.bank, data.statement.accountNumber],
);
@@ -206,6 +206,14 @@ export async function importStatement(
throw new Error("Category 'Поступления' is missing");
}
const incomeCategoryId = Number(incomeCategoryResult.rows[0].id);
const accountType = accResult.rows[0]?.account_type ?? null;
const investmentCategoryResult = await client.query(
`SELECT id FROM categories WHERE name = 'Инвестиции' AND type = 'transfer' AND is_active = TRUE LIMIT 1`,
);
const investmentCategoryId = investmentCategoryResult.rows[0]
? Number(investmentCategoryResult.rows[0].id)
: null;
const isInvestmentAccount = ['brokerage', 'iis', 'savings'].includes(accountType);
// Insert transactions
const insertedIds: number[] = [];
@@ -218,9 +226,11 @@ export async function importStatement(
tx.description.toLowerCase().includes(CASHBACK_KEYWORD);
const dir = isCashbackCommissionImport
? 'income'
: determineDirection(tx.amountSigned, tx.description);
const categoryId = isCashbackCommissionImport ? incomeCategoryId : null;
const isCategoryConfirmed = isCashbackCommissionImport;
: isInvestmentAccount ? 'transfer' : determineDirection(tx.amountSigned, tx.description);
const categoryId = isCashbackCommissionImport
? incomeCategoryId
: isInvestmentAccount ? investmentCategoryId : null;
const isCategoryConfirmed = isCashbackCommissionImport || isInvestmentAccount;
const result = await client.query(
`INSERT INTO transactions
@@ -263,6 +273,7 @@ export async function importStatement(
OR (cr.match_type = 'starts_with' AND t2.description ILIKE cr.pattern || '%')
)
WHERE t2.id = ANY($1::bigint[])
AND t2.is_category_confirmed = FALSE
ORDER BY t2.id, cr.priority DESC, cr.id ASC
) sub
WHERE t.id = sub.tx_id`,