@accounter/server 0.0.8-alpha-20251102200443-d7162b8ce1dfc629b8b454df17dcec9ed005a052 → 0.0.8-alpha-20251102213150-c9d936f545d5351df0dc5326c2623266f1ad1f46

package/dist/server/src/modules/charges-matcher/__tests__/single-match.test.js

@@ -0,0 +1,483 @@
+import { describe, expect, it } from 'vitest';
+import { findMatches, } from '../providers/single-match.provider.js';
+import { createMockTransaction, createMockDocument } from './test-helpers.js';
+// Test user and business IDs
+const USER_ID = 'user-123';
+const BUSINESS_A = 'business-a';
+const BUSINESS_B = 'business-b';
+// Helper to create transaction charge
+function createTxCharge(chargeId, transactions) {
+    return {
+        chargeId,
+        transactions,
+    };
+}
+// Helper to create document charge
+function createDocCharge(chargeId, documents) {
+    return {
+        chargeId,
+        documents,
+    };
+}
+describe('Single-Match Provider', () => {
+    describe('findMatches', () => {
+        describe('Valid Transaction Charge → Finds Document Matches', () => {
+            it('should find matching document charges for transaction charge', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({
+                        amount: "100",
+                        currency: 'USD',
+                        event_date: new Date('2024-01-15'),
+                    }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [
+                        createMockDocument({
+                            total_amount: 100,
+                            currency_code: 'USD',
+                            date: new Date('2024-01-15'),
+                        }),
+                    ]),
+                    createDocCharge('doc-charge-2', [
+                        createMockDocument({
+                            total_amount: 110,
+                            currency_code: 'USD',
+                            date: new Date('2024-01-16'),
+                        }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(2);
+                expect(results[0].chargeId).toBe('doc-charge-1'); // Perfect match
+                expect(results[0].confidenceScore).toBeGreaterThan(0.95);
+                expect(results[1].chargeId).toBe('doc-charge-2'); // Partial match
+                expect(results[1].confidenceScore).toBeLessThan(0.95);
+            });
+            it('should exclude transaction candidates when source is transaction', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [createMockTransaction()]);
+                const candidateCharges = [
+                    createTxCharge('tx-charge-2', [createMockTransaction()]), // Should be excluded
+                    createDocCharge('doc-charge-1', [createMockDocument()]), // Should be included
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].chargeId).toBe('doc-charge-1');
+            });
+        });
+        describe('Valid Document Charge → Finds Transaction Matches', () => {
+            it('should find matching transaction charges for document charge', () => {
+                const sourceCharge = createDocCharge('doc-charge-1', [
+                    createMockDocument({
+                        total_amount: 100,
+                        currency_code: 'USD',
+                        date: new Date('2024-01-15'),
+                    }),
+                ]);
+                const candidateCharges = [
+                    createTxCharge('tx-charge-1', [
+                        createMockTransaction({
+                            amount: "100",
+                            currency: 'USD',
+                            event_date: new Date('2024-01-15'),
+                        }),
+                    ]),
+                    createTxCharge('tx-charge-2', [
+                        createMockTransaction({
+                            amount: "90",
+                            currency: 'USD',
+                            event_date: new Date('2024-01-16'),
+                        }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(2);
+                expect(results[0].chargeId).toBe('tx-charge-1'); // Perfect match
+                expect(results[1].chargeId).toBe('tx-charge-2'); // Partial match
+            });
+            it('should exclude document candidates when source is document', () => {
+                const sourceCharge = createDocCharge('doc-charge-1', [createMockDocument()]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-2', [createMockDocument()]), // Should be excluded
+                    createTxCharge('tx-charge-1', [createMockTransaction()]), // Should be included
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].chargeId).toBe('tx-charge-1');
+            });
+        });
+        describe('Matched Charge Input → Throws Error', () => {
+            it('should throw error if source has both transactions and documents', () => {
+                const matchedCharge = {
+                    chargeId: 'matched-charge',
+                    transactions: [createMockTransaction()],
+                    documents: [createMockDocument()],
+                };
+                expect(() => findMatches(matchedCharge, [], USER_ID)).toThrow(/already matched.*both transactions and documents/);
+            });
+            it('should throw error if source has neither transactions nor documents', () => {
+                const emptyCharge = {
+                    chargeId: 'empty-charge',
+                    transactions: [],
+                    documents: [],
+                };
+                expect(() => findMatches(emptyCharge, [], USER_ID)).toThrow(/no transactions or documents/);
+            });
+        });
+        describe('Multiple Currencies in Source → Error Propagates', () => {
+            it('should throw error for source with mixed currencies', () => {
+                const mixedCurrencyCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ currency: 'USD' }),
+                    createMockTransaction({ currency: 'EUR' }),
+                ]);
+                expect(() => findMatches(mixedCurrencyCharge, [], USER_ID)).toThrow(/failed validation.*multiple currencies/);
+            });
+            it('should throw error for source with multiple business IDs', () => {
+                const mixedBusinessCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ business_id: BUSINESS_A }),
+                    createMockTransaction({ business_id: BUSINESS_B }),
+                ]);
+                expect(() => findMatches(mixedBusinessCharge, [], USER_ID)).toThrow(/failed validation.*multiple business/);
+            });
+            it('should throw error for source document with invalid business extraction', () => {
+                const invalidDocCharge = createDocCharge('doc-charge-1', [
+                    createMockDocument({
+                        creditor_id: 'other-user',
+                        debtor_id: 'another-user',
+                    }),
+                ]);
+                expect(() => findMatches(invalidDocCharge, [], USER_ID)).toThrow(/failed validation/);
+            });
+        });
+        describe('No Candidates Found → Empty Array', () => {
+            it('should return empty array when no candidates provided', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [createMockTransaction()]);
+                const results = findMatches(sourceCharge, [], USER_ID);
+                expect(results).toEqual([]);
+            });
+            it('should return empty array when all candidates are same type', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [createMockTransaction()]);
+                const candidateCharges = [
+                    createTxCharge('tx-charge-2', [createMockTransaction()]),
+                    createTxCharge('tx-charge-3', [createMockTransaction()]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toEqual([]);
+            });
+            it('should return empty array when all candidates outside date window', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ event_date: new Date('2024-01-15') }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [
+                        createMockDocument({ date: new Date('2023-01-01') }), // 1 year before
+                    ]),
+                    createDocCharge('doc-charge-2', [
+                        createMockDocument({ date: new Date('2025-02-01') }), // 1 year after
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toEqual([]);
+            });
+            it('should return empty array when all candidates fail scoring', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ currency: 'USD' }),
+                ]);
+                // Candidates with mixed currencies will fail scoring
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [
+                        createMockDocument({ currency_code: 'USD' }),
+                        createMockDocument({ currency_code: 'EUR' }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toEqual([]);
+            });
+        });
+        describe('Candidate Count Handling', () => {
+            it('should return all candidates when fewer than 5', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [createMockTransaction()]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [createMockDocument()]),
+                    createDocCharge('doc-charge-2', [createMockDocument()]),
+                    createDocCharge('doc-charge-3', [createMockDocument()]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(3);
+            });
+            it('should return top 5 when more than 5 candidates', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ amount: "100" }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [createMockDocument({ total_amount: 100 })]), // Perfect
+                    createDocCharge('doc-charge-2', [createMockDocument({ total_amount: 101 })]),
+                    createDocCharge('doc-charge-3', [createMockDocument({ total_amount: 102 })]),
+                    createDocCharge('doc-charge-4', [createMockDocument({ total_amount: 103 })]),
+                    createDocCharge('doc-charge-5', [createMockDocument({ total_amount: 104 })]),
+                    createDocCharge('doc-charge-6', [createMockDocument({ total_amount: 105 })]),
+                    createDocCharge('doc-charge-7', [createMockDocument({ total_amount: 106 })]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(5);
+                expect(results[0].chargeId).toBe('doc-charge-1'); // Best match
+            });
+            it('should respect custom maxMatches option', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [createMockTransaction()]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [createMockDocument()]),
+                    createDocCharge('doc-charge-2', [createMockDocument()]),
+                    createDocCharge('doc-charge-3', [createMockDocument()]),
+                    createDocCharge('doc-charge-4', [createMockDocument()]),
+                    createDocCharge('doc-charge-5', [createMockDocument()]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID, { maxMatches: 3 });
+                expect(results).toHaveLength(3);
+            });
+        });
+        describe('Tie-Breaking by Date Proximity', () => {
+            it('should use date proximity as tie-breaker when confidence scores equal', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({
+                        amount: "100",
+                        event_date: new Date('2024-01-15'),
+                    }),
+                ]);
+                // All have same amounts (same confidence), different dates
+                const candidateCharges = [
+                    createDocCharge('doc-charge-far', [
+                        createMockDocument({
+                            total_amount: 100,
+                            date: new Date('2024-01-05'), // 10 days away
+                        }),
+                    ]),
+                    createDocCharge('doc-charge-close', [
+                        createMockDocument({
+                            total_amount: 100,
+                            date: new Date('2024-01-14'), // 1 day away
+                        }),
+                    ]),
+                    createDocCharge('doc-charge-medium', [
+                        createMockDocument({
+                            total_amount: 100,
+                            date: new Date('2024-01-10'), // 5 days away
+                        }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results[0].chargeId).toBe('doc-charge-close'); // Closest date wins
+                expect(results[1].chargeId).toBe('doc-charge-medium');
+                expect(results[2].chargeId).toBe('doc-charge-far');
+            });
+            it('should include dateProximity in results', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ event_date: new Date('2024-01-15') }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [
+                        createMockDocument({ date: new Date('2024-01-14') }), // 1 day
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results[0].dateProximity).toBe(1);
+            });
+        });
+        describe('Date Window Filtering', () => {
+            it('should filter candidates outside 12-month window by default', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ event_date: new Date('2024-01-15') }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-inside', [
+                        createMockDocument({ date: new Date('2024-06-15') }), // 5 months
+                    ]),
+                    createDocCharge('doc-outside', [
+                        createMockDocument({ date: new Date('2025-02-15') }), // 13 months
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].chargeId).toBe('doc-inside');
+            });
+            it('should respect custom dateWindowMonths option', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ event_date: new Date('2024-01-15') }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-inside', [
+                        createMockDocument({ date: new Date('2024-03-15') }), // 2 months
+                    ]),
+                    createDocCharge('doc-outside', [
+                        createMockDocument({ date: new Date('2024-05-15') }), // 4 months
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID, {
+                    dateWindowMonths: 3,
+                });
+                expect(results).toHaveLength(1);
+                expect(results[0].chargeId).toBe('doc-inside');
+            });
+            it('should include candidates on exact window boundary', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ event_date: new Date('2024-01-15') }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-boundary', [
+                        createMockDocument({ date: new Date('2025-01-15') }), // Exactly 12 months
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+            });
+        });
+        describe('Fee Transactions Excluded', () => {
+            it('should handle source with fee transactions via aggregator', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ amount: "100", is_fee: false }),
+                    createMockTransaction({ amount: "5", is_fee: true }), // Should be excluded by aggregator
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [createMockDocument({ total_amount: 100 })]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].confidenceScore).toBeGreaterThan(0.95); // Matches 100, not 105
+            });
+            it('should throw error if all source transactions are fees', () => {
+                const allFeesCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ is_fee: true }),
+                    createMockTransaction({ is_fee: true }),
+                ]);
+                expect(() => findMatches(allFeesCharge, [], USER_ID)).toThrow(/all transactions are marked as fees/);
+            });
+        });
+        describe('Same ChargeId → Throws Error', () => {
+            it('should throw error when candidate has same chargeId as source', () => {
+                const sourceCharge = createTxCharge('same-charge-id', [createMockTransaction()]);
+                const candidateCharges = [
+                    createDocCharge('same-charge-id', [createMockDocument()]), // Same ID!
+                ];
+                expect(() => findMatches(sourceCharge, candidateCharges, USER_ID)).toThrow(/same ID as source charge/);
+            });
+        });
+        describe('Various Confidence Levels', () => {
+            it('should rank matches by confidence level correctly', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({
+                        amount: "100",
+                        currency: 'USD',
+                        event_date: new Date('2024-01-15'),
+                        business_id: BUSINESS_A,
+                    }),
+                ]);
+                const candidateCharges = [
+                    // Perfect match - all fields align
+                    createDocCharge('perfect', [
+                        createMockDocument({
+                            total_amount: 100,
+                            currency_code: 'USD',
+                            date: new Date('2024-01-15'),
+                            creditor_id: BUSINESS_A,
+                            debtor_id: USER_ID,
+                        }),
+                    ]),
+                    // Good match - date difference
+                    createDocCharge('good', [
+                        createMockDocument({
+                            total_amount: 100,
+                            currency_code: 'USD',
+                            date: new Date('2024-01-20'), // 5 days off
+                            creditor_id: BUSINESS_A,
+                            debtor_id: USER_ID,
+                        }),
+                    ]),
+                    // Medium match - slight amount difference
+                    createDocCharge('medium', [
+                        createMockDocument({
+                            total_amount: 100.5,
+                            currency_code: 'USD',
+                            date: new Date('2024-01-15'),
+                            creditor_id: BUSINESS_A,
+                            debtor_id: USER_ID,
+                        }),
+                    ]),
+                    // Poor match - business mismatch
+                    createDocCharge('poor', [
+                        createMockDocument({
+                            total_amount: 100,
+                            currency_code: 'USD',
+                            date: new Date('2024-01-15'),
+                            creditor_id: BUSINESS_B, // Different business
+                            debtor_id: USER_ID,
+                        }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(4);
+                expect(results[0].chargeId).toBe('perfect');
+                expect(results[0].confidenceScore).toBeGreaterThan(0.95);
+                expect(results[1].chargeId).toBe('good');
+                expect(results[2].chargeId).toBe('medium');
+                expect(results[3].chargeId).toBe('poor');
+            });
+            it('should include component scores in results', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [createMockTransaction()]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [createMockDocument()]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results[0].components).toBeDefined();
+                expect(results[0].components.amount).toBeGreaterThanOrEqual(0);
+                expect(results[0].components.currency).toBeGreaterThanOrEqual(0);
+                expect(results[0].components.business).toBeGreaterThanOrEqual(0);
+                expect(results[0].components.date).toBeGreaterThanOrEqual(0);
+            });
+        });
+        describe('Edge Cases', () => {
+            it('should handle multiple transactions in source charge', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ amount: "50" }),
+                    createMockTransaction({ amount: "50" }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [createMockDocument({ total_amount: 100 })]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].confidenceScore).toBeGreaterThan(0.95); // 50+50 = 100
+            });
+            it('should handle multiple documents in candidate charge', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ amount: "100" }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [
+                        createMockDocument({ total_amount: 60 }),
+                        createMockDocument({ total_amount: 40 }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].confidenceScore).toBeGreaterThan(0.95); // 60+40 = 100
+            });
+            it('should handle negative amounts (credit transactions)', () => {
+                const sourceCharge = createTxCharge('tx-charge-1', [
+                    createMockTransaction({ amount: "-100" }),
+                ]);
+                const candidateCharges = [
+                    createDocCharge('doc-charge-1', [
+                        createMockDocument({
+                            total_amount: 100,
+                            type: 'CREDIT_INVOICE',
+                            creditor_id: USER_ID, // User is creditor for credit invoice
+                            debtor_id: BUSINESS_A,
+                        }),
+                    ]),
+                ];
+                const results = findMatches(sourceCharge, candidateCharges, USER_ID);
+                expect(results).toHaveLength(1);
+                expect(results[0].confidenceScore).toBeGreaterThan(0.9);
+            });
+        });
+    });
+});
+//# sourceMappingURL=single-match.test.js.map

package/dist/server/src/modules/charges-matcher/__tests__/single-match.test.js.map

@@ -0,0 +1 @@
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package/dist/server/src/modules/charges-matcher/__tests__/test-helpers.d.ts

@@ -0,0 +1,46 @@
+import type { Transaction, Document, ChargeMatch, AggregatedTransaction, AggregatedDocument, ConfidenceScores } from '../types.js';
+/**
+ * Factory for creating mock transactions for testing
+ */
+export declare function createMockTransaction(overrides?: Partial<Transaction>): Transaction;
+/**
+ * Factory for creating mock documents for testing
+ */
+export declare function createMockDocument(overrides?: Partial<Document>): Document;
+/**
+ * Factory for creating mock aggregated transaction data
+ */
+export declare function createMockAggregatedTransaction(overrides?: Partial<AggregatedTransaction>): AggregatedTransaction;
+/**
+ * Factory for creating mock aggregated document data
+ */
+export declare function createMockAggregatedDocument(overrides?: Partial<AggregatedDocument>): AggregatedDocument;
+/**
+ * Factory for creating mock confidence scores
+ */
+export declare function createMockConfidenceScores(overrides?: Partial<ConfidenceScores>): ConfidenceScores;
+/**
+ * Factory for creating mock charge matches
+ */
+export declare function createMockChargeMatch(overrides?: Partial<ChargeMatch>): ChargeMatch;
+/**
+ * Helper to calculate expected overall confidence score
+ * Formula: (amount × 0.4) + (currency × 0.2) + (business × 0.3) + (date × 0.1)
+ */
+export declare function calculateExpectedConfidence(scores: ConfidenceScores): number;
+/**
+ * Helper to round confidence score to 2 decimal places
+ */
+export declare function roundConfidence(score: number): number;
+/**
+ * Helper to validate a confidence score is within valid range
+ */
+export declare function isValidConfidenceScore(score: number): boolean;
+/**
+ * Helper to check if a date is within N days of another date
+ */
+export declare function isWithinDays(date1: Date, date2: Date, days: number): boolean;
+/**
+ * Helper to calculate days difference between two dates
+ */
+export declare function daysDifference(date1: Date, date2: Date): number;