@powerhousedao/contributor-billing 1.0.0-dev.19 → 1.0.0-dev.21

package/dist/editors/contributor-billing/hooks/useDocumentAutoPlacement.js

@@ -2,6 +2,7 @@ import { useEffect, useMemo } from "react";
 import { isFileNodeKind, isFolderNodeKind, useSelectedDrive, useDocumentsInSelectedDrive, useNodeActions, } from "@powerhousedao/reactor-browser";
 import { isDocumentSynced } from "../../shared/document-sync.js";
 import { useBillingFolderStructure } from "./useBillingFolderStructure.js";
+import { cbToast } from "../components/cbToast.js";
 // Module-level tracking to prevent duplicate processing
 const globalProcessingState = {
     processedDocs: new Map(), // driveId -> Set of doc IDs processed
@@ -20,7 +21,7 @@ const globalProcessingState = {
 export function useDocumentAutoPlacement() {
     const [driveDocument] = useSelectedDrive();
     const documentsInDrive = useDocumentsInSelectedDrive();
-    const { reportingFolderIds, monthFolders, billingFolder, createMonthFolder } = useBillingFolderStructure();
+    const { reportingFolderIds, paymentsFolderIds, monthFolders, billingFolder, createMonthFolder, } = useBillingFolderStructure();
     const { onMoveNode, onRenameNode } = useNodeActions();
     const driveId = driveDocument?.header.id;
     // Initialize module-level tracking for this drive
@@ -184,6 +185,203 @@ export function useDocumentAutoPlacement() {
         onMoveNode,
         onRenameNode,
     ]);
+    // Auto-place invoices into appropriate Payments folders based on dateIssued
+    useEffect(() => {
+        if (!driveId || !driveDocument || !documentsInDrive)
+            return;
+        const allNodes = driveDocument.state.global.nodes;
+        const processedDocs = globalProcessingState.processedDocs.get(driveId);
+        if (!processedDocs)
+            return;
+        // Find invoice file nodes that are NOT already in a Payments folder
+        const invoiceNodesToProcess = allNodes.filter((node) => isFileNodeKind(node) &&
+            node.documentType === "powerhouse/invoice" &&
+            !paymentsFolderIds.has(node.parentFolder || ""));
+        for (const fileNode of invoiceNodesToProcess) {
+            if (processedDocs.has(fileNode.id))
+                continue;
+            const doc = documentsInDrive.find((d) => d.header.documentType === "powerhouse/invoice" &&
+                d.header.id === fileNode.id);
+            if (!doc)
+                continue;
+            const dateIssued = doc.state.global.dateIssued;
+            const monthName = getMonthNameFromPeriod(dateIssued);
+            processedDocs.add(fileNode.id);
+            if (monthName) {
+                const monthInfo = monthFolders.get(monthName);
+                const paymentsFolder = monthInfo?.paymentsFolder;
+                if (paymentsFolder) {
+                    console.log(`[DocumentAutoPlacement] Moving invoice ${fileNode.id} ("${fileNode.name}") to Payments folder for ${monthName}`);
+                    onMoveNode(fileNode, paymentsFolder)
+                        .then(() => {
+                        console.log(`[DocumentAutoPlacement] Successfully moved invoice to ${monthName} > Payments`);
+                        cbToast(`Invoice "${fileNode.name}" placed in ${monthName} > Payments`, { type: "success" });
+                    })
+                        .catch((error) => {
+                        console.error(`[DocumentAutoPlacement] Failed to move invoice to Payments folder:`, error);
+                        processedDocs.delete(fileNode.id);
+                    });
+                }
+                else {
+                    // Month folder doesn't exist — create it, then retry on next effect run
+                    console.log(`[DocumentAutoPlacement] Month folder "${monthName}" doesn't exist for invoice, creating it`);
+                    if (billingFolder && driveId) {
+                        createMonthFolder(monthName)
+                            .then(() => {
+                            console.log(`[DocumentAutoPlacement] Created month folder "${monthName}" for invoice, will retry placement`);
+                            processedDocs.delete(fileNode.id);
+                        })
+                            .catch((error) => {
+                            console.error(`[DocumentAutoPlacement] Failed to create month folder "${monthName}" for invoice:`, error);
+                            processedDocs.delete(fileNode.id);
+                        });
+                    }
+                    else {
+                        processedDocs.delete(fileNode.id);
+                    }
+                }
+            }
+            else {
+                console.warn(`[DocumentAutoPlacement] Invoice ${fileNode.id} ("${fileNode.name}") has no dateIssued, leaving at root`);
+                cbToast(`Invoice "${fileNode.name}" has no issue date — could not auto-categorize. It remains at the drive root.`, { type: "warning" });
+            }
+        }
+    }, [
+        driveId,
+        driveDocument,
+        documentsInDrive,
+        paymentsFolderIds,
+        monthFolders,
+        billingFolder,
+        createMonthFolder,
+        onMoveNode,
+    ]);
+    // Auto-place snapshot reports into appropriate Reporting folders based on reportPeriodStart
+    useEffect(() => {
+        if (!driveId || !driveDocument || !documentsInDrive)
+            return;
+        const allNodes = driveDocument.state.global.nodes;
+        const processedDocs = globalProcessingState.processedDocs.get(driveId);
+        if (!processedDocs)
+            return;
+        const snapshotNodesToProcess = allNodes.filter((node) => isFileNodeKind(node) &&
+            node.documentType === "powerhouse/snapshot-report" &&
+            !reportingFolderIds.has(node.parentFolder || ""));
+        for (const fileNode of snapshotNodesToProcess) {
+            if (processedDocs.has(fileNode.id))
+                continue;
+            const doc = documentsInDrive.find((d) => d.header.documentType === "powerhouse/snapshot-report" &&
+                d.header.id === fileNode.id);
+            if (!doc)
+                continue;
+            const reportPeriodStart = doc.state.global.reportPeriodStart;
+            const monthName = getMonthNameFromPeriod(reportPeriodStart);
+            processedDocs.add(fileNode.id);
+            if (monthName) {
+                const monthInfo = monthFolders.get(monthName);
+                const reportingFolder = monthInfo?.reportingFolder;
+                if (reportingFolder) {
+                    onMoveNode(fileNode, reportingFolder)
+                        .then(() => {
+                        cbToast(`Snapshot report "${fileNode.name}" placed in ${monthName} > Reporting`, { type: "success" });
+                    })
+                        .catch((error) => {
+                        console.error(`[DocumentAutoPlacement] Failed to move snapshot report:`, error);
+                        processedDocs.delete(fileNode.id);
+                    });
+                }
+                else {
+                    if (billingFolder && driveId) {
+                        createMonthFolder(monthName)
+                            .then(() => {
+                            processedDocs.delete(fileNode.id);
+                        })
+                            .catch(() => {
+                            processedDocs.delete(fileNode.id);
+                        });
+                    }
+                    else {
+                        processedDocs.delete(fileNode.id);
+                    }
+                }
+            }
+            else {
+                cbToast(`Snapshot report "${fileNode.name}" has no report period — could not auto-categorize.`, { type: "warning" });
+            }
+        }
+    }, [
+        driveId,
+        driveDocument,
+        documentsInDrive,
+        reportingFolderIds,
+        monthFolders,
+        billingFolder,
+        createMonthFolder,
+        onMoveNode,
+    ]);
+    // Auto-place billing statements into appropriate Payments folders based on dateIssued
+    useEffect(() => {
+        if (!driveId || !driveDocument || !documentsInDrive)
+            return;
+        const allNodes = driveDocument.state.global.nodes;
+        const processedDocs = globalProcessingState.processedDocs.get(driveId);
+        if (!processedDocs)
+            return;
+        const billingStatementNodesToProcess = allNodes.filter((node) => isFileNodeKind(node) &&
+            node.documentType === "powerhouse/billing-statement" &&
+            !paymentsFolderIds.has(node.parentFolder || ""));
+        for (const fileNode of billingStatementNodesToProcess) {
+            if (processedDocs.has(fileNode.id))
+                continue;
+            const doc = documentsInDrive.find((d) => d.header.documentType === "powerhouse/billing-statement" &&
+                d.header.id === fileNode.id);
+            if (!doc)
+                continue;
+            const dateIssued = doc.state.global.dateIssued;
+            const monthName = getMonthNameFromPeriod(dateIssued);
+            processedDocs.add(fileNode.id);
+            if (monthName) {
+                const monthInfo = monthFolders.get(monthName);
+                const paymentsFolder = monthInfo?.paymentsFolder;
+                if (paymentsFolder) {
+                    onMoveNode(fileNode, paymentsFolder)
+                        .then(() => {
+                        cbToast(`Billing statement "${fileNode.name}" placed in ${monthName} > Payments`, { type: "success" });
+                    })
+                        .catch((error) => {
+                        console.error(`[DocumentAutoPlacement] Failed to move billing statement:`, error);
+                        processedDocs.delete(fileNode.id);
+                    });
+                }
+                else {
+                    if (billingFolder && driveId) {
+                        createMonthFolder(monthName)
+                            .then(() => {
+                            processedDocs.delete(fileNode.id);
+                        })
+                            .catch(() => {
+                            processedDocs.delete(fileNode.id);
+                        });
+                    }
+                    else {
+                        processedDocs.delete(fileNode.id);
+                    }
+                }
+            }
+            else {
+                cbToast(`Billing statement "${fileNode.name}" has no issue date — could not auto-categorize.`, { type: "warning" });
+            }
+        }
+    }, [
+        driveId,
+        driveDocument,
+        documentsInDrive,
+        paymentsFolderIds,
+        monthFolders,
+        billingFolder,
+        createMonthFolder,
+        onMoveNode,
+    ]);
     return {
         isActive: !!driveId,
     };