Checkpoint: Système de gestion des automatismes pour remplissage automatique des factures
Nouvelle fonctionnalité majeure : ✅ Page "Automatismes" complète pour gérer les règles de remplissage automatique ✅ Système de règles conditionnelles SI...ALORS pour automatiser le remplissage des champs métier ✅ Support de conditions multiples avec logique AND/OR ✅ Application automatique des règles lors de l'import de factures ✅ Gestion de la priorité des règles (ordre d'exécution) ✅ Activation/désactivation des règles individuelles Architecture technique : - drizzle/schema.ts : Table automationRules avec conditions JSON et actions JSON - server/db.ts : Fonctions CRUD complètes pour les règles (create, update, delete, list) - server/routers.ts : Routes tRPC pour gérer les automatismes - server/automationEngine.ts : Moteur d'évaluation et d'application des règles - client/src/pages/AutomationRules.tsx : Interface complète de gestion des règles - Migration 0009_regular_warhawk.sql appliquée avec succès Fonctionnement des règles : 1. **Conditions (SI)** : Définissez des critères basés sur les champs de la facture - Champs disponibles : Fournisseur, N° Facture, Montant, Date, N° Commande, N° Bon de livraison - Opérateurs : contient, égal à, commence par, finit par, >, <, >=, <= - Logique : AND (toutes les conditions) ou OR (au moins une condition) 2. **Actions (ALORS)** : Définissez les champs à remplir automatiquement - Type d'achat (CAPEX/OPEX) - Service concerné (depuis la liste des services) - Ventilation comptable (depuis la liste des ventilations) 3. **Priorité** : Les règles sont appliquées dans l'ordre de priorité - Une règle de priorité supérieure ne peut pas être écrasée par une règle de priorité inférieure 4. **Application automatique** : Les règles s'appliquent automatiquement lors de l'import de factures Exemples d'utilisation : - SI Fournisseur contient "Microsoft" ET Montant > 1000 ALORS Type d'achat = CAPEX, Service = DSI - SI Fournisseur contient "EDF" ALORS Type d'achat = OPEX, Ventilation = TOUS - SI N° Facture commence par "AB" ALORS Service = Administration Interface utilisateur : - Liste des règles avec nom, conditions, actions et statut - Formulaire de création/édition avec interface intuitive - Boutons d'activation/désactivation rapide - Suppression avec confirmation - Affichage lisible des conditions et actions Cette fonctionnalité permet de gagner un temps considérable en automatisant le remplissage des champs métier selon des règles métier prédéfinies.
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137
server/automationEngine.ts
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137
server/automationEngine.ts
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import { getAutomationRulesByUser } from "./db";
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import { Invoice } from "../drizzle/schema";
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interface Condition {
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field: string;
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operator: string;
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value: string;
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}
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interface Actions {
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typeAchat?: string;
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serviceConcerne?: string;
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ventilationComptable?: string;
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}
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/**
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* Evaluate a single condition against an invoice
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*/
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function evaluateCondition(invoice: Invoice, condition: Condition): boolean {
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const fieldValue = invoice[condition.field as keyof Invoice];
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if (fieldValue === null || fieldValue === undefined) {
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return false;
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}
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const valueStr = String(fieldValue).toLowerCase();
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const conditionValue = condition.value.toLowerCase();
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switch (condition.operator) {
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case "contains":
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return valueStr.includes(conditionValue);
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case "equals":
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return valueStr === conditionValue;
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case "startsWith":
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return valueStr.startsWith(conditionValue);
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case "endsWith":
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return valueStr.endsWith(conditionValue);
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case ">":
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return Number(fieldValue) > Number(condition.value);
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case "<":
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return Number(fieldValue) < Number(condition.value);
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case ">=":
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return Number(fieldValue) >= Number(condition.value);
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case "<=":
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return Number(fieldValue) <= Number(condition.value);
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default:
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return false;
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}
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}
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/**
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* Evaluate all conditions for a rule based on the logic (AND/OR)
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*/
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function evaluateConditions(
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invoice: Invoice,
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conditions: Condition[],
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logic: "AND" | "OR"
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): boolean {
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if (conditions.length === 0) {
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return false;
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}
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if (logic === "AND") {
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return conditions.every((condition) => evaluateCondition(invoice, condition));
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} else {
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return conditions.some((condition) => evaluateCondition(invoice, condition));
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}
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}
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/**
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* Apply automation rules to an invoice and return the fields to update
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* Returns an object with the fields that should be updated based on matching rules
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*/
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export async function applyAutomationRules(
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userId: number,
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invoice: Invoice
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): Promise<Partial<Invoice>> {
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const rules = await getAutomationRulesByUser(userId);
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const updates: Partial<Invoice> = {};
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// Process rules in priority order (already sorted by priority in getAutomationRulesByUser)
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for (const rule of rules) {
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// Skip inactive rules
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if (rule.isActive !== 1) {
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continue;
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}
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try {
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const conditions: Condition[] = JSON.parse(rule.conditions);
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const actions: Actions = JSON.parse(rule.actions);
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// Evaluate conditions
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const conditionsMatch = evaluateConditions(
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invoice,
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conditions,
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rule.conditionsLogic
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);
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if (conditionsMatch) {
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// Apply actions (only if the field is not already set by a higher priority rule)
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if (actions.typeAchat && !updates.typeAchat) {
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updates.typeAchat = actions.typeAchat as "CAPEX" | "OPEX";
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}
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if (actions.serviceConcerne && !updates.serviceConcerne) {
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updates.serviceConcerne = actions.serviceConcerne;
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}
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if (actions.ventilationComptable && !updates.ventilationComptable) {
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updates.ventilationComptable = actions.ventilationComptable;
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}
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}
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} catch (error) {
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console.error(`[AutomationEngine] Error processing rule ${rule.id}:`, error);
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// Continue with next rule on error
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}
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}
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return updates;
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}
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/**
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* Apply automation rules to multiple invoices
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*/
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export async function applyAutomationRulesToBatch(
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userId: number,
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invoices: Invoice[]
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): Promise<Map<number, Partial<Invoice>>> {
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const results = new Map<number, Partial<Invoice>>();
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for (const invoice of invoices) {
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const updates = await applyAutomationRules(userId, invoice);
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if (Object.keys(updates).length > 0) {
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results.set(invoice.id, updates);
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}
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}
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return results;
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}
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43
server/db.ts
43
server/db.ts
@@ -26,7 +26,10 @@ import {
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Department,
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accountingAllocationList,
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InsertAccountingAllocation,
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AccountingAllocation
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AccountingAllocation,
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automationRules,
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InsertAutomationRule,
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AutomationRule
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} from "../drizzle/schema";
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import { ENV } from './_core/env';
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@@ -529,6 +532,44 @@ export async function deleteAccountingAllocation(id: number): Promise<void> {
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await db.delete(accountingAllocationList).where(eq(accountingAllocationList.id, id));
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}
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// ============= AUTOMATION RULES OPERATIONS =============
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export async function getAutomationRulesByUser(userId: number): Promise<AutomationRule[]> {
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const db = await getDb();
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if (!db) return [];
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return await db.select().from(automationRules).where(eq(automationRules.userId, userId)).orderBy(automationRules.priority);
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}
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export async function getAutomationRuleById(id: number): Promise<AutomationRule | null> {
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const db = await getDb();
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if (!db) return null;
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const result = await db.select().from(automationRules).where(eq(automationRules.id, id)).limit(1);
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return result[0] || null;
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}
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export async function createAutomationRule(data: InsertAutomationRule): Promise<AutomationRule> {
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const db = await getDb();
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if (!db) throw new Error("Database not available");
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const result = await db.insert(automationRules).values(data);
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const insertedId = result[0].insertId;
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const newRule = await getAutomationRuleById(insertedId);
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return newRule!;
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}
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export async function updateAutomationRule(id: number, data: Partial<InsertAutomationRule>): Promise<AutomationRule> {
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const db = await getDb();
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if (!db) throw new Error("Database not available");
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await db.update(automationRules).set(data).where(eq(automationRules.id, id));
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const updated = await getAutomationRuleById(id);
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return updated!;
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}
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export async function deleteAutomationRule(id: number): Promise<void> {
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const db = await getDb();
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if (!db) throw new Error("Database not available");
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await db.delete(automationRules).where(eq(automationRules.id, id));
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}
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// ============= INITIALIZE DEFAULT VALUES =============
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export async function initializeDefaultLists(userId: number): Promise<void> {
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@@ -36,6 +36,11 @@ import {
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createAccountingAllocation,
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deleteAccountingAllocation,
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initializeDefaultLists,
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getAutomationRulesByUser,
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getAutomationRuleById,
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createAutomationRule,
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updateAutomationRule,
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deleteAutomationRule,
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} from "./db";
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import { loginLocal, hashPassword, getAzureAuthUrl, isAzureAdConfigured, generateToken } from "./auth";
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import { extractInvoicesWithMistral, generateMetadataJSON } from "./invoiceExtractor";
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@@ -220,7 +225,7 @@ export const appRouter = router({
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);
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// Create invoice record
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await createInvoice({
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const newInvoice = await createInvoice({
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userId,
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sourceFileId: sourceFile.id,
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invoiceIndexInFile: i + 1,
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@@ -242,6 +247,20 @@ export const appRouter = router({
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status: "completed",
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});
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// Apply automation rules to the newly created invoice
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try {
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const { applyAutomationRules } = await import("./automationEngine");
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const automationUpdates = await applyAutomationRules(userId, newInvoice);
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// If automation rules suggest updates, apply them
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if (Object.keys(automationUpdates).length > 0) {
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await updateInvoice(newInvoice.id, automationUpdates);
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}
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} catch (autoError) {
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console.error("[Automation] Error applying rules:", autoError);
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// Don't fail the import if automation fails
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}
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importedCount++;
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} catch (error: any) {
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errorsCount++;
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@@ -753,6 +772,63 @@ export const appRouter = router({
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return { success: true };
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}),
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}),
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// ============= AUTOMATION RULES ROUTES =============
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automationRules: router({
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list: protectedProcedure.query(async ({ ctx }) => {
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return await getAutomationRulesByUser(ctx.user.id);
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}),
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getById: protectedProcedure
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.input(z.object({
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id: z.number(),
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}))
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.query(async ({ input }) => {
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return await getAutomationRuleById(input.id);
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}),
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create: protectedProcedure
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.input(z.object({
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name: z.string().min(1),
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isActive: z.number().min(0).max(1).optional(),
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priority: z.number().optional(),
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conditions: z.string(), // JSON string
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conditionsLogic: z.enum(["AND", "OR"]).optional(),
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actions: z.string(), // JSON string
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}))
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.mutation(async ({ input, ctx }) => {
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const rule = await createAutomationRule({
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userId: ctx.user.id,
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...input,
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});
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return rule;
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}),
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update: protectedProcedure
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.input(z.object({
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id: z.number(),
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name: z.string().min(1).optional(),
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isActive: z.number().min(0).max(1).optional(),
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priority: z.number().optional(),
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conditions: z.string().optional(),
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conditionsLogic: z.enum(["AND", "OR"]).optional(),
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actions: z.string().optional(),
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}))
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.mutation(async ({ input }) => {
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const { id, ...data } = input;
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const updated = await updateAutomationRule(id, data);
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return updated;
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}),
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delete: protectedProcedure
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.input(z.object({
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id: z.number(),
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}))
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.mutation(async ({ input }) => {
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await deleteAutomationRule(input.id);
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return { success: true };
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}),
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}),
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});
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export type AppRouter = typeof appRouter;
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