optimal-cli 1.0.1 → 1.1.0

package/dist/lib/transactions/delete-batch.d.ts

@@ -1,60 +0,0 @@
-/**
- * Transaction & Staging Batch Deletion — Safe Preview and Execute
- *
- * Provides safe batch deletion of transactions (OptimalOS) and staging
- * financials (ReturnPro) with preview mode defaulting to dryRun=true.
- *
- * Tables:
- *   - transactions       → OptimalOS Supabase (getSupabase('optimal'))
- *   - stg_financials_raw → ReturnPro Supabase  (getSupabase('returnpro'))
- *
- * Columns:
- *   transactions:       id, user_id, date, description, amount, category, source, stamp_match_type, created_at
- *   stg_financials_raw: id, account_code, account_name, amount (TEXT), month (YYYY-MM), source, user_id, created_at
- */
-import 'dotenv/config';
-export interface DeleteBatchOptions {
-    table: 'transactions' | 'stg_financials_raw';
-    userId?: string;
-    filters: {
-        dateFrom?: string;
-        dateTo?: string;
-        source?: string;
-        category?: string;
-        accountCode?: string;
-        month?: string;
-    };
-    dryRun?: boolean;
-}
-export interface DeleteBatchResult {
-    table: string;
-    deletedCount: number;
-    dryRun: boolean;
-    filters: Record<string, string>;
-}
-export interface PreviewResult {
-    table: string;
-    matchCount: number;
-    sample: Array<Record<string, unknown>>;
-    groupedCounts: Record<string, number>;
-}
-/**
- * Preview what would be deleted without touching any data.
- *
- * Returns:
- *   - matchCount: total rows matching the filters
- *   - sample: first 10 matching rows
- *   - groupedCounts: row counts grouped by `source` (transactions) or `account_code` (staging)
- */
-export declare function previewBatch(opts: DeleteBatchOptions): Promise<PreviewResult>;
-/**
- * Delete matching rows in batch — or preview them without deleting (dryRun=true).
- *
- * Safety: dryRun defaults to TRUE. Caller must explicitly pass dryRun=false
- * to execute an actual deletion.
- *
- * In dryRun mode: counts matching rows and returns deletedCount=0.
- * In execute mode: issues a Supabase DELETE with the same filters and returns
- *                  the number of rows deleted.
- */
-export declare function deleteBatch(opts: DeleteBatchOptions): Promise<DeleteBatchResult>;

package/dist/lib/transactions/delete-batch.js

@@ -1,203 +0,0 @@
-/**
- * Transaction & Staging Batch Deletion — Safe Preview and Execute
- *
- * Provides safe batch deletion of transactions (OptimalOS) and staging
- * financials (ReturnPro) with preview mode defaulting to dryRun=true.
- *
- * Tables:
- *   - transactions       → OptimalOS Supabase (getSupabase('optimal'))
- *   - stg_financials_raw → ReturnPro Supabase  (getSupabase('returnpro'))
- *
- * Columns:
- *   transactions:       id, user_id, date, description, amount, category, source, stamp_match_type, created_at
- *   stg_financials_raw: id, account_code, account_name, amount (TEXT), month (YYYY-MM), source, user_id, created_at
- */
-import 'dotenv/config';
-import { getSupabase } from '../supabase.js';
-// =============================================================================
-// INTERNAL HELPERS
-// =============================================================================
-/**
- * Return the correct Supabase client for the given table.
- */
-function getClientForTable(table) {
-    return table === 'transactions'
-        ? getSupabase('optimal')
-        : getSupabase('returnpro');
-}
-/**
- * Apply the shared set of filters to a Supabase query builder.
- * Works for both SELECT and DELETE queries because both are PostgREST filters.
- *
- * For `stg_financials_raw`:
- *   - dateFrom / dateTo are ignored (use `month` instead)
- *   - month is applied as an eq filter on the `month` column
- *   - accountCode is applied as an eq filter on `account_code`
- *
- * For `transactions`:
- *   - dateFrom / dateTo are applied as gte/lte on `date`
- *   - source is applied as an eq filter on `source`
- *   - category is applied as an eq filter on `category`
- *   - userId is applied as an eq filter on `user_id`
- */
-// eslint-disable-next-line @typescript-eslint/no-explicit-any
-function applyFilters(query, table, userId, filters) {
-    let q = query;
-    if (table === 'transactions') {
-        if (userId)
-            q = q.eq('user_id', userId);
-        if (filters.dateFrom)
-            q = q.gte('date', filters.dateFrom);
-        if (filters.dateTo)
-            q = q.lte('date', filters.dateTo);
-        if (filters.source)
-            q = q.eq('source', filters.source);
-        if (filters.category)
-            q = q.eq('category', filters.category);
-    }
-    else {
-        // stg_financials_raw
-        if (userId)
-            q = q.eq('user_id', userId);
-        if (filters.month)
-            q = q.eq('month', filters.month);
-        if (filters.accountCode)
-            q = q.eq('account_code', filters.accountCode);
-        if (filters.source)
-            q = q.eq('source', filters.source);
-    }
-    return q;
-}
-/**
- * Serialize active filters for the result record (human-readable).
- */
-function serializeFilters(table, userId, filters) {
-    const out = {};
-    if (userId)
-        out.user_id = userId;
-    if (table === 'transactions') {
-        if (filters.dateFrom)
-            out.dateFrom = filters.dateFrom;
-        if (filters.dateTo)
-            out.dateTo = filters.dateTo;
-        if (filters.source)
-            out.source = filters.source;
-        if (filters.category)
-            out.category = filters.category;
-    }
-    else {
-        if (filters.month)
-            out.month = filters.month;
-        if (filters.accountCode)
-            out.accountCode = filters.accountCode;
-        if (filters.source)
-            out.source = filters.source;
-    }
-    return out;
-}
-// =============================================================================
-// PUBLIC FUNCTIONS
-// =============================================================================
-/**
- * Preview what would be deleted without touching any data.
- *
- * Returns:
- *   - matchCount: total rows matching the filters
- *   - sample: first 10 matching rows
- *   - groupedCounts: row counts grouped by `source` (transactions) or `account_code` (staging)
- */
-export async function previewBatch(opts) {
-    const { table, userId, filters } = opts;
-    const supabase = getClientForTable(table);
-    // --- Count matching rows ---
-    const countQuery = supabase
-        .from(table)
-        .select('*', { count: 'exact', head: true });
-    const countQueryWithFilters = applyFilters(countQuery, table, userId, filters);
-    const { count, error: countError } = await countQueryWithFilters;
-    if (countError) {
-        throw new Error(`previewBatch count error on ${table}: ${countError.message}`);
-    }
-    const matchCount = count ?? 0;
-    // --- Fetch sample rows (first 10) ---
-    const sampleQuery = supabase
-        .from(table)
-        .select('*')
-        .limit(10);
-    const sampleQueryWithFilters = applyFilters(sampleQuery, table, userId, filters);
-    const { data: sampleData, error: sampleError } = await sampleQueryWithFilters;
-    if (sampleError) {
-        throw new Error(`previewBatch sample error on ${table}: ${sampleError.message}`);
-    }
-    const sample = (sampleData ?? []);
-    // --- Grouped counts ---
-    // Group by `source` for transactions, `account_code` for staging
-    const groupCol = table === 'transactions' ? 'source' : 'account_code';
-    const groupQuery = supabase
-        .from(table)
-        .select(groupCol);
-    const groupQueryWithFilters = applyFilters(groupQuery, table, userId, filters);
-    const { data: groupData, error: groupError } = await groupQueryWithFilters;
-    if (groupError) {
-        throw new Error(`previewBatch group error on ${table}: ${groupError.message}`);
-    }
-    const groupedCounts = {};
-    for (const row of (groupData ?? [])) {
-        const key = row[groupCol] ?? '(unknown)';
-        groupedCounts[key] = (groupedCounts[key] ?? 0) + 1;
-    }
-    return {
-        table,
-        matchCount,
-        sample,
-        groupedCounts,
-    };
-}
-/**
- * Delete matching rows in batch — or preview them without deleting (dryRun=true).
- *
- * Safety: dryRun defaults to TRUE. Caller must explicitly pass dryRun=false
- * to execute an actual deletion.
- *
- * In dryRun mode: counts matching rows and returns deletedCount=0.
- * In execute mode: issues a Supabase DELETE with the same filters and returns
- *                  the number of rows deleted.
- */
-export async function deleteBatch(opts) {
-    const { table, userId, filters } = opts;
-    const dryRun = opts.dryRun ?? true; // safe by default
-    const supabase = getClientForTable(table);
-    const serializedFilters = serializeFilters(table, userId, filters);
-    if (dryRun) {
-        // Count matching rows without deleting
-        const countQuery = supabase
-            .from(table)
-            .select('*', { count: 'exact', head: true });
-        const countQueryWithFilters = applyFilters(countQuery, table, userId, filters);
-        const { count, error } = await countQueryWithFilters;
-        if (error) {
-            throw new Error(`deleteBatch dry-run count error on ${table}: ${error.message}`);
-        }
-        return {
-            table,
-            deletedCount: 0,
-            dryRun: true,
-            filters: serializedFilters,
-        };
-    }
-    // Execute deletion
-    const deleteQuery = supabase
-        .from(table)
-        .delete({ count: 'exact' });
-    const deleteQueryWithFilters = applyFilters(deleteQuery, table, userId, filters);
-    const { count, error } = await deleteQueryWithFilters;
-    if (error) {
-        throw new Error(`deleteBatch execute error on ${table}: ${error.message}`);
-    }
-    return {
-        table,
-        deletedCount: count ?? 0,
-        dryRun: false,
-        filters: serializedFilters,
-    };
-}

package/dist/lib/transactions/ingest.d.ts

@@ -1,43 +0,0 @@
-/**
- * Transaction Ingestion — CSV Parsing & Deduplication
- *
- * Ported from OptimalOS:
- *   - /home/optimal/optimalos/app/api/csv/ingest/route.ts
- *   - /home/optimal/optimalos/lib/csv/upload.ts
- *   - /home/optimal/optimalos/lib/stamp-engine/normalizers/
- *   - /home/optimal/optimalos/lib/stamp-engine/format-detector.ts
- *
- * Reads a CSV file from disk, auto-detects bank format, parses into
- * normalized transactions, deduplicates against existing rows in Supabase,
- * and batch-inserts new records into the `transactions` table.
- */
-export interface RawTransaction {
-    date: string;
-    description: string;
-    amount: number;
-    originalCategory?: string;
-    transactionType?: string;
-    postDate?: string;
-    balance?: number;
-    extendedDetails?: string;
-    merchantAddress?: string;
-}
-export type BankFormat = 'chase_checking' | 'chase_credit' | 'discover' | 'amex' | 'generic' | 'unknown';
-export interface IngestResult {
-    inserted: number;
-    skipped: number;
-    failed: number;
-    errors: string[];
-    format: BankFormat;
-}
-/**
- * Ingest transactions from a CSV file.
- *
- * 1. Read & detect format
- * 2. Parse into normalized transactions
- * 3. Deduplicate against existing rows (by hash)
- * 4. Batch-insert new rows into `transactions`
- *
- * @returns count of inserted, skipped (duplicate), and failed rows
- */
-export declare function ingestTransactions(filePath: string, userId: string): Promise<IngestResult>;