@hed-hog/finance 0.0.231 → 0.0.233

package/src/finance.service.ts

@@ -1,10 +1,11 @@
 import { getLocaleText } from '@hed-hog/api-locale';
 import { PaginationDTO, PaginationService } from '@hed-hog/api-pagination';
 import { PrismaService } from '@hed-hog/api-prisma';
+import { AiService } from '@hed-hog/core';
 import {
-    BadRequestException,
-    Injectable,
-    NotFoundException,
+  BadRequestException,
+  Injectable,
+  NotFoundException
 } from '@nestjs/common';
 import { CreateBankAccountDto } from './dto/create-bank-account.dto';
 import { CreateFinancialTitleDto } from './dto/create-financial-title.dto';
@@ -17,8 +18,255 @@ export class FinanceService {
   constructor(
     private readonly prisma: PrismaService,
     private readonly paginationService: PaginationService,
+    private readonly ai: AiService,
   ) {}
 
+  async getAgentExtractInfoFromFile(
+    file?: MulterFile,
+    fileId?: number,
+    titleType: TitleType = 'payable',
+  ) {
+    if (!file && !fileId) {
+      throw new BadRequestException('File upload or file_id is required');
+    }
+
+    const isPayable = titleType === 'payable';
+    const slug = isPayable
+      ? 'finance-payable-extractor'
+      : 'finance-receivable-extractor';
+
+    const schema = isPayable
+      ? '{"documento":"string|null","fornecedor_nome":"string|null","categoria_nome":"string|null","centro_custo_nome":"string|null","competencia":"YYYY-MM|null","vencimento":"YYYY-MM-DD|null","valor":number|null,"metodo":"boleto|pix|transferencia|cartao|dinheiro|cheque|null","descricao":"string|null","confidence":number|null}'
+      : '{"documento":"string|null","cliente_nome":"string|null","categoria_nome":"string|null","centro_custo_nome":"string|null","competencia":"YYYY-MM|null","vencimento":"YYYY-MM-DD|null","valor":number|null,"canal":"boleto|pix|transferencia|cartao|null","descricao":"string|null","confidence":number|null}';
+
+    const extractionMessage = isPayable
+      ? 'Extract the payable form fields from the attached file. If uncertain, return null for that field. Response must be JSON only.'
+      : 'Extract the receivable form fields from the attached file. If uncertain, return null for that field. Response must be JSON only.';
+
+    await this.ai.createAgent({
+      slug,
+      provider: 'openai',
+      instructions:
+        `You are a financial OCR extraction assistant. Extract only ${titleType} title fields from invoice/bill files. Always return valid JSON only, no markdown. Use this schema: ${schema}.`,
+    });
+
+    const result = await this.ai.chatWithAgent(
+      slug,
+      {
+        message: extractionMessage,
+        file_id: fileId,
+      },
+      file,
+    );
+
+    const parsed = this.parseAiJson(result?.content || '{}');
+
+    const personName = isPayable ? parsed.fornecedor_nome : parsed.cliente_nome;
+    const personId = await this.matchPersonId(personName);
+    const categoriaId = await this.matchCategoryId(parsed.categoria_nome);
+    const centroCustoId = await this.matchCostCenterId(parsed.centro_custo_nome);
+
+    const metodo = this.normalizePaymentMethod(parsed.metodo || parsed.canal);
+
+    return {
+      documento: this.toNullableString(parsed.documento),
+      fornecedorId: isPayable ? personId : '',
+      fornecedorNome: isPayable ? this.toNullableString(personName) : null,
+      clienteId: !isPayable ? personId : '',
+      clienteNome: !isPayable ? this.toNullableString(personName) : null,
+      categoriaId,
+      categoriaNome: this.toNullableString(parsed.categoria_nome),
+      centroCustoId,
+      centroCustoNome: this.toNullableString(parsed.centro_custo_nome),
+      competencia: this.normalizeMonth(parsed.competencia),
+      vencimento: this.normalizeDate(parsed.vencimento),
+      valor: this.toNullableNumber(parsed.valor),
+      metodo,
+      canal: metodo,
+      descricao: this.toNullableString(parsed.descricao),
+      confidence: this.toNullableNumber(parsed.confidence),
+      raw: parsed,
+    };
+  }
+
+  private parseAiJson(content: string): any {
+    const trimmed = (content || '').trim();
+    if (!trimmed) {
+      return {};
+    }
+
+    try {
+      return JSON.parse(trimmed);
+    } catch {
+      const fenced = trimmed.match(/```(?:json)?\s*([\s\S]*?)```/i);
+      if (fenced?.[1]) {
+        try {
+          return JSON.parse(fenced[1].trim());
+        } catch {
+          return {};
+        }
+      }
+
+      const firstBrace = trimmed.indexOf('{');
+      const lastBrace = trimmed.lastIndexOf('}');
+      if (firstBrace >= 0 && lastBrace > firstBrace) {
+        try {
+          return JSON.parse(trimmed.slice(firstBrace, lastBrace + 1));
+        } catch {
+          return {};
+        }
+      }
+
+      return {};
+    }
+  }
+
+  private async matchPersonId(name?: string | null): Promise<string> {
+    if (!name?.trim()) return '';
+
+    const person = await this.prisma.person.findFirst({
+      where: {
+        name: {
+          contains: name.trim(),
+          mode: 'insensitive',
+        },
+      },
+      select: {
+        id: true,
+      },
+      orderBy: {
+        id: 'asc',
+      },
+    });
+
+    return person?.id ? String(person.id) : '';
+  }
+
+  private async matchCategoryId(name?: string | null): Promise<string> {
+    if (!name?.trim()) return '';
+
+    const category = await this.prisma.finance_category.findFirst({
+      where: {
+        name: {
+          contains: name.trim(),
+          mode: 'insensitive',
+        },
+      },
+      select: {
+        id: true,
+      },
+      orderBy: {
+        id: 'asc',
+      },
+    });
+
+    return category?.id ? String(category.id) : '';
+  }
+
+  private async matchCostCenterId(name?: string | null): Promise<string> {
+    if (!name?.trim()) return '';
+
+    const costCenter = await this.prisma.cost_center.findFirst({
+      where: {
+        name: {
+          contains: name.trim(),
+          mode: 'insensitive',
+        },
+      },
+      select: {
+        id: true,
+      },
+      orderBy: {
+        id: 'asc',
+      },
+    });
+
+    return costCenter?.id ? String(costCenter.id) : '';
+  }
+
+  private normalizeDate(value: any): string {
+    if (!value) return '';
+    const raw = String(value).trim();
+
+    if (/^\d{4}-\d{2}-\d{2}$/.test(raw)) {
+      return raw;
+    }
+
+    const br = raw.match(/^(\d{2})\/(\d{2})\/(\d{4})$/);
+    if (br) {
+      return `${br[3]}-${br[2]}-${br[1]}`;
+    }
+
+    const dt = new Date(raw);
+    if (Number.isNaN(dt.getTime())) {
+      return '';
+    }
+
+    return dt.toISOString().slice(0, 10);
+  }
+
+  private normalizeMonth(value: any): string {
+    if (!value) return '';
+    const raw = String(value).trim();
+
+    if (/^\d{4}-\d{2}$/.test(raw)) {
+      return raw;
+    }
+
+    if (/^\d{4}-\d{2}-\d{2}$/.test(raw)) {
+      return raw.slice(0, 7);
+    }
+
+    const br = raw.match(/^(\d{2})\/(\d{4})$/);
+    if (br) {
+      return `${br[2]}-${br[1]}`;
+    }
+
+    const dt = new Date(raw);
+    if (Number.isNaN(dt.getTime())) {
+      return '';
+    }
+
+    return dt.toISOString().slice(0, 7);
+  }
+
+  private normalizePaymentMethod(value: any): string {
+    if (!value) return '';
+
+    const normalized = String(value).trim().toLowerCase();
+
+    const map: Record<string, string> = {
+      boleto: 'boleto',
+      pix: 'pix',
+      transferencia: 'transferencia',
+      transfer: 'transferencia',
+      ted: 'transferencia',
+      doc: 'transferencia',
+      cartao: 'cartao',
+      card: 'cartao',
+      credito: 'cartao',
+      debito: 'cartao',
+      dinheiro: 'dinheiro',
+      cash: 'dinheiro',
+      cheque: 'cheque',
+      check: 'cheque',
+    };
+
+    return map[normalized] || '';
+  }
+
+  private toNullableString(value: any): string | null {
+    if (value === null || value === undefined) return null;
+    const text = String(value).trim();
+    return text ? text : null;
+  }
+
+  private toNullableNumber(value: any): number | null {
+    if (value === null || value === undefined || value === '') return null;
+    const num = Number(value);
+    return Number.isFinite(num) ? num : null;
+  }
+
   async getData() {
     const [
       payables,