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2026-05-08T17:17:40.034878+00:00
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
Home | Hostinger
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Screenpipe — Archive
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
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Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
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Getting Started Welcome to AFFiNE! You can start with a normal page, with richly formatted text, markdown support, links, and a lot of other blocks.Click anywhere to start typingClick to edit this line, and then drag the handle on the left to reorder blocks / for more blocks @ for linking and mentioning （docs | users | dates）e.g. select a date to leave a note for that day, view by date in Journalsnested lists can be toggledto expand and collapseSo is headingsClick + in left navigation for new docsData-intensive blocksTableTry the Edgeless CanvasObserve what AFFiNE can doVisit AFFiNE Invite and collaborateExamples for advanced blocksFor example, Latex math. To explore more, type / To solve the equation , follow these steps:Start by simplifying the equation:Add 1 to both sides to isolate the term:Take the square root of both sides to solve for :Therefore, the solutions to the equation are and .Continue with the rabbit holeToggle the switch next to the title, to continue into the rabbit hole of intuitive organizational prowess ~ ! 3m ago 3m ago
Getting Started
Welcome to AFFiNE! You can start with a normal page, with richly formatted text, markdown support, links, and a lot of other blocks.Click anywhere to start typingClick to edit this line, and then drag the handle on the left to reorder blocks / for more blocks @ for linking and mentioning （docs | users | dates）e.g. select a date to leave a note for that day, view by date in Journalsnested lists can be toggledto expand and collapseSo is headingsClick + in left navigation for new docsData-intensive blocksTableTry the Edgeless CanvasObserve what AFFiNE can doVisit AFFiNE Invite and collaborateExamples for advanced blocksFor example, Latex math. To explore more, type / To solve the equation , follow these steps:Start by simplifying the equation:Add 1 to both sides to isolate the term:Take the square root of both sides to solve for :Therefore, the solutions to the equation are and .Continue with the rabbit holeToggle the switch next to the title, to continue into the rabbit hole of intuitive organizational prowess ~ !
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How to use folder and Tags Create folder, and move docs into folders (dragging works as well)Docs can belong to multiple foldersExpand info to view and manage tags 3m ago
How to use folder and Tags
Create folder, and move docs into folders (dragging works as well)Docs can belong to multiple foldersExpand info to view and manage tags
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app.affine.pro/workspace/M_vDJhnmiED_6JNdL9GEq/journals...
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Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
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Getting Started Welcome to AFFiNE! You can start with a normal page, with richly formatted text, markdown support, links, and a lot of other blocks.Click anywhere to start typingClick to edit this line, and then drag the handle on the left to reorder blocks / for more blocks @ for linking and mentioning （docs | users | dates）e.g. select a date to leave a note for that day, view by date in Journalsnested lists can be toggledto expand and collapseSo is headingsClick + in left navigation for new docsData-intensive blocksTableTry the Edgeless CanvasObserve what AFFiNE can doVisit AFFiNE Invite and collaborateExamples for advanced blocksFor example, Latex math. To explore more, type / To solve the equation , follow these steps:Start by simplifying the equation:Add 1 to both sides to isolate the term:Take the square root of both sides to solve for :Therefore, the solutions to the equation are and .Continue with the rabbit holeToggle the switch next to the title, to continue into the rabbit hole of intuitive organizational prowess ~ ! 3m ago 3m ago
Getting Started
Welcome to AFFiNE! You can start with a normal page, with richly formatted text, markdown support, links, and a lot of other blocks.Click anywhere to start typingClick to edit this line, and then drag the handle on the left to reorder blocks / for more blocks @ for linking and mentioning （docs | users | dates）e.g. select a date to leave a note for that day, view by date in Journalsnested lists can be toggledto expand and collapseSo is headingsClick + in left navigation for new docsData-intensive blocksTableTry the Edgeless CanvasObserve what AFFiNE can doVisit AFFiNE Invite and collaborateExamples for advanced blocksFor example, Latex math. To explore more, type / To solve the equation , follow these steps:Start by simplifying the equation:Add 1 to both sides to isolate the term:Take the square root of both sides to solve for :Therefore, the solutions to the equation are and .Continue with the rabbit holeToggle the switch next to the title, to continue into the rabbit hole of intuitive organizational prowess ~ !
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How to use folder and Tags Create folder, and move docs into folders (dragging works as well)Docs can belong to multiple foldersExpand info to view and manage tags 3m ago
How to use folder and Tags
Create folder, and move docs into folders (dragging works as well)Docs can belong to multiple foldersExpand info to view and manage tags
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2026-05-08T17:18:16.743202+00:00
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Pull requests · screenpipe/screenpipe · GitHub
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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Оптичен интернет за дома - EON телевизия | Vivacom | 5G
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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DXP4800PLUS-B5F8
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Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
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Universal Search
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File Version Explorer
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Enable
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Advanced settings
Function description
Use a terminal to log in and manage your system. When enabling this function, it is recommended to set a strong password for the login account and enable
auto block
auto block
to enhance system security.
Apply...
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CodeselectionViewlerminalWindowmelppayments-logger CodeselectionViewlerminalWindowmelppayments-logger SSH: nas•1|0.3 Claude Code XEXPLORERV PAYMENTS-LOGGER [SSH: NAS]>.claudev backendv prisma> migrationsA schema.prismaVSrO> routesJS auth.isJs index.jsJS parser.isDockertilepackage.isontrontendD .envenv examole* gitignoreAPI.mdl# docker-compose.ymlG) README mdliO README.mdXis indgy.is® README.md › abe # Payments Logger › abe ## Database145*Claude CodeThe DB port is **not** exposed to the host. To connect directly:"bashdocker compose exec db psql -U paynents -d payments_loggerUse planning mode to talk through bigchanges before a commit. Press Shift TabE Prefer the Teri% Esc to focus or unfocus Claude+0README.mdPROBLEMSOUTPUTaellewanealeTERMINALAdm1nadxP4800PLUS-B5F8:/volume2/docker/oavments-loagers> OUTLINETIMELINESSH: nas @oA0 (o$0 N O100% LzFri 8 May 20:22:2508 000> Edit automaticallyObash +O@|axLn 154, Col 1 Spaces: 2 UTF-8 LF () Markdown SignInA...
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Does cancer show symptoms before becoming severe? Does cancer show symptoms before becoming severe? - kovaliklukas@gmail.com - Gmail — Personal...
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DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
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Does cancer show symptoms before becoming severe?
Does cancer show symptoms before becoming severe?
Jarus Nahom
Jarus Nahom
, Exercise, ran 1/2 marathon, yoga, channel chi, weight train
Answered March 5
Usually they do. Subtle signs that persists for no apparent reason. Constant headaches, fever, tiredness, weakness, frequent flare ups, skin issues, acidity, liver issues, ...
Usually they do. Subtle signs that persists for no apparent reason. Constant headaches, fever, tiredness, weakness, frequent flare ups, skin issues, acidity, liver issues, ...
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I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
Shelton McBride
Shelton McBride
, former Consultant to Health Systems in 26 US states. (1989-2017)
Answered March 16
Many things can be done to help control Type 2 Diabetes as mentioned here. I will only list some of the most significant factors. Eat more small meals or snacks instead of ...
Many things can be done to help control Type 2 Diabetes as mentioned here. I will only list some of the most significant factors. Eat more small meals or snacks instead of ...
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I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
Alan Koenigsberg
Alan Koenigsberg
, Adjunct Professor of Psychiatry, UTSW
Answered March 25
First, discuss this with your treating physician. The notion that diabetes can be reversed is nice, but I’m not aware that it’s possible. For most people with type II diabet...
First, discuss this with your treating physician. The notion that diabetes can be reversed is nice, but I’m not aware that it’s possible.
For most people with type II diabet...
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Which starch should I avoid, insulin to avoid, meat, etc. on?","depth":27,"bounds":{"left":0.2621343,"top":0.64884275,"width":0.1590758,"height":0.039505187},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Shelton McBride","depth":28,"bounds":{"left":0.26246676,"top":0.6971269,"width":0.013297873,"height":0.031923383},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXLink","text":"Shelton McBride","depth":29,"bounds":{"left":0.27875665,"top":0.6967279,"width":0.040226065,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":", former Consultant to Health Systems in 26 US states. (1989-2017)","depth":29,"bounds":{"left":0.27875665,"top":0.6967279,"width":0.14827128,"height":0.029130088},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Answered March 16","depth":29,"bounds":{"left":0.27875665,"top":0.7286512,"width":0.03956117,"height":0.012769354},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Many things can be done to help control Type 2 Diabetes as mentioned here. I will only list some of the most significant factors. Eat more small meals or snacks instead of ...","depth":26,"bounds":{"left":0.2621343,"top":0.7613727,"width":0.17453457,"height":0.070231445},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Many things can be done to help control Type 2 Diabetes as mentioned here. I will only list some of the most significant factors. Eat more small meals or snacks instead of ...","depth":28,"bounds":{"left":0.2621343,"top":0.76376694,"width":0.16256648,"height":0.053072624},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Read more »","depth":26,"bounds":{"left":0.2621343,"top":0.8339984,"width":0.02925532,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Read more »","depth":27,"bounds":{"left":0.2621343,"top":0.8339984,"width":0.02925532,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?","depth":26,"bounds":{"left":0.2621343,"top":0.89744616,"width":0.1590758,"height":0.039505187},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?","depth":27,"bounds":{"left":0.2621343,"top":0.89744616,"width":0.1590758,"height":0.039505187},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Alan Koenigsberg","depth":28,"bounds":{"left":0.26246676,"top":0.9453312,"width":0.013297873,"height":0.031923383},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXLink","text":"Alan Koenigsberg","depth":29,"bounds":{"left":0.27875665,"top":0.9453312,"width":0.04288564,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":", Adjunct Professor of Psychiatry, UTSW","depth":29,"bounds":{"left":0.32164228,"top":0.9453312,"width":0.09142287,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Answered March 25","depth":29,"bounds":{"left":0.27875665,"top":0.9628891,"width":0.040059842,"height":0.012769354},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"First, discuss this with your treating physician. The notion that diabetes can be reversed is nice, but I’m not aware that it’s possible. For most people with type II diabet...","depth":26,"bounds":{"left":0.2621343,"top":0.9972067,"width":0.17453457,"height":0.002793312},"on_screen":true,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"First, discuss this with your treating physician. The notion that diabetes can be reversed is nice, but I’m not aware that it’s possible.","depth":28,"bounds":{"left":0.2621343,"top":0.99960095,"width":0.17204122,"height":0.0003990531},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For most people with type II diabet...","depth":28,"bounds":{"left":0.2621343,"top":1.0,"width":0.08344415,"height":-0.050678372},"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Read more »","depth":26,"bounds":{"left":0.2621343,"top":1.0,"width":0.02925532,"height":-0.082601786},"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Read more »","depth":27,"bounds":{"left":0.2621343,"top":1.0,"width":0.02925532,"height":-0.082601786},"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Read more in Simmer","depth":25,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Read more in Simmer","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This email was sent by Quora (605 Castro Street, Mountain View, CA 94041).","depth":25,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You were sent this email because you might like","depth":25,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Simmer","depth":25,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Simmer","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":". 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Simmer Simmer • 1.2K followers Health,Lifestyle,simmering cooking,General
Does cancer show symptoms before becoming severe?
Does cancer show symptoms before becoming severe?
Jarus Nahom
Jarus Nahom
, Exercise, ran 1/2 marathon, yoga, channel chi, weight train
Answered March 5
Usually they do. Subtle signs that persists for no apparent reason. Constant headaches, fever, tiredness, weakness, frequent flare ups, skin issues, acidity, liver issues, ...
Usually they do. Subtle signs that persists for no apparent reason. Constant headaches, fever, tiredness, weakness, frequent flare ups, skin issues, acidity, liver issues, ...
Read more »
Read more »
I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
Shelton McBride
Shelton McBride
, former Consultant to Health Systems in 26 US states. (1989-2017)
Answered March 16
Many things can be done to help control Type 2 Diabetes as mentioned here. I will only list some of the most significant factors. Eat more small meals or snacks instead of ...
Many things can be done to help control Type 2 Diabetes as mentioned here. I will only list some of the most significant factors. Eat more small meals or snacks instead of ...
Read more »
Read more »
I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
I have type 2 diabetes. I want to reverse it. Which starch should I avoid, insulin to avoid, meat, etc. on?
Alan Koenigsberg
Alan Koenigsberg
, Adjunct Professor of Psychiatry, UTSW
Answered March 25
First, discuss this with your treating physician. The notion that diabetes can be reversed is nice, but I’m not aware that it’s possible. For most people with type II diabet...
First, discuss this with your treating physician. The notion that diabetes can be reversed is nice, but I’m not aware that it’s possible.
For most people with type II diabet...
Read more »
Read more »
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Explorer Section: docker [SSH: nas]
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DOCKER [SSH: NAS]
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review payment_logger project how toes authorization work
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find /volume2/docker -type f -name "*.py" -o -name "*.yml" -o -name "*.yaml" -o -name "*.env" -o -name "*.toml" -o -name "*.cfg" | grep -i payment | head -50
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OUT
bfs: error: /volume2/docker/portnotedb/pg_commit_ts: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_dynshmem: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_notify: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_serial: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_snapshots: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_subtrans: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_twophase: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_multixact: Permission denied.
bfs: error: /volume2/docker/portnotedb/base: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_replslot: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_tblspc: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_stat: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_stat_tmp: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_xact: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_logical: Permission denied.
bfs: error: /volume2/docker/openttd/.dbus: Permission denied.
bfs: error: /volume2/docker/immich/db: Permission denied.
bfs: error: /volume2/docker/paperlessngx/db: Permission denied.
bfs: error: /volume2/docker/appflowy/postgres: Permission denied.
bfs: error: /volume2/docker/auth/db: Permission denied.
bfs: error: /volume2/docker/openttd/.XDG/dbus-1: Permission denied.
bfs: error: /volume2/docker/openttd/.config/pulse: Permission denied.
bfs: error: /volume2/docker/openttd/.cache/openbox/sessions: Permission denied.
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
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ls /volume2/docker/
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adguard
ai-stack
app-db
appflowy
audiobookshelf
auth
beszel
bitwarden
dawarich
dsk-uploader
flask-app
garmin-connector
gitea
health
health-tracker
homarr
hst
immich
jellyfinht
kavita
libreoffice
linkwarden
location-logger
mariadb
meeting-detector
mindfulmama
n8n
notifier-app
npm
oauth
obsidian
ollama
openttd
openvpn-client
open-webui
orchestrator
outfit-app
owntracks-stack
paperlessngx
payments-logger
personal-log
personal-log-system
player
portainer
portnotedb
reminders-app
romm
second-brain
static
stirling
syncthing
tailscale
temp-logger
test-app
tmp
torrent-stack
tree
trilium
tubearchivist
twenty
uptimekuma
ytptube
Agent:
Explore payment_logger authorization code
IN
Explore the payments-logger project at /volume2/docker/payments-logger and give me a thorough understanding of how authorization works. I need to know:
1. What auth mechanism is used (JWT, sessions, API keys, OAuth, etc.)
2. Where auth is enforced (middleware, decorators, route guards, etc.)
3. What roles/permissions exist
4. How tokens are issued, validated, and refreshed
5. Any auth-related config (env vars, settings)
Please read the key source files and give me a clear summary with file paths and line numbers for the important parts.
Bash
IN
find /volume2/docker/payments-logger -type f -name "*.py" -o -name "*.json" -o -name "*.yml" -o -name "*.yaml" | grep -E "(auth|token|jwt|session|permission|role)" | head -20
Copy code to clipboard
OUT
(Bash completed with no output)
Bash
IN
ls -la /volume2/docker/payments-logger/ 2>/dev/null || echo "Directory not found"
Copy code to clipboard
OUT
total 36
drwxrwxrwx 1 Adm1n admin 162 Mar 29 18:01 .
drwxrwxrwx 1 root root 1146 Apr 26 18:49 ..
-rwxrwxrwx 1 Adm1n admin 15233 Feb 22 17:08 API.md
drwxrwxrwx 1 Adm1n admin 88 Mar 29 15:41 backend
drwxrwxrwx 1 Adm1n admin 38 Mar 29 17:07 .claude
-rwxrwxrwx 1 Adm1n admin 1502 Mar 29 18:01 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 1066 Mar 29 15:44 .env
-rwxrwxrwx 1 Adm1n admin 1078 Feb 14 17:53 .env.example
drwxrwxrwx 1 Adm1n admin 194 Mar 29 15:44 frontend
-rwxrwxrwx 1 Adm1n admin 19 Feb 14 17:54 .gitignore
-rwxrwxrwx 1 Adm1n admin 4052 Feb 14 19:06 README.md
Bash
IN
find /volume2/docker/payments-logger/backend -type f | head -30
Copy code to clipboard
OUT
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
Bash
IN
find /volume2/docker/payments-logger -type f \( -name "*.js" -o -name "*.json" -o -name "*.md" \) | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/README.md
Read
.env
.env
Read
auth.js
auth.js
Read
index.js
index.js
Read
package.json
package.json
Read
auth.js
auth.js
Read
API.md
API.md
Read
payments.js
payments.js
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
grep -r "API_KEY\|auth\|token\|oauth\|hydra" /volume2/docker/payments-logger/backend/src --include="*.js" -n
Copy code to clipboard
OUT
/volume2/docker/payments-logger/backend/src/index.js:6:const { bearerTokenMiddleware, wellKnownRouter } = require('./auth');
/volume2/docker/payments-logger/backend/src/index.js:18:// ── OAuth Bearer token auth (skips public paths) ──────────────────────────────
/volume2/docker/payments-logger/backend/src/auth.js:2: * OAuth 2.1 / Hydra JWT authentication for Express.
/volume2/docker/payments-logger/backend/src/auth.js:6: * - wellKnownRouter — serves /.well-known/oauth-* discovery endpoints
/volume2/docker/payments-logger/backend/src/auth.js:33:function sendUnauthorized(res, detail, error = 'invalid_token') {
/volume2/docker/payments-logger/backend/src/auth.js:39: `resource_metadata="${realm}/.well-known/oauth-protected-resource"`,
/volume2/docker/payments-logger/backend/src/auth.js:40: `authorization_server="${HYDRA_PUBLIC_URL}"`,
/volume2/docker/payments-logger/backend/src/auth.js:52: * On success, attaches the decoded payload to req.tokenPayload.
/volume2/docker/payments-logger/backend/src/auth.js:54: * @param {Set<string>} publicPaths Paths to skip auth for.
/volume2/docker/payments-logger/backend/src/auth.js:58: '/.well-known/oauth-protected-resource',
/volume2/docker/payments-logger/backend/src/auth.js:59: '/.well-known/oauth-authorization-server',
/volume2/docker/payments-logger/backend/src/auth.js:66: const auth = req.headers.authorization || '';
/volume2/docker/payments-logger/backend/src/auth.js:67: if (!auth.toLowerCase().startsWith('bearer ')) {
/volume2/docker/payments-logger/backend/src/auth.js:68: return sendUnauthorized(res, 'Bearer token required', 'invalid_request');
/volume2/docker/payments-logger/backend/src/auth.js:71: const token = auth.slice(7).trim();
/volume2/docker/payments-logger/backend/src/auth.js:72: if (!token) {
/volume2/docker/payments-logger/backend/src/auth.js:73: return sendUnauthorized(res, 'Bearer token required', 'invalid_request');
/volume2/docker/payments-logger/backend/src/auth.js:82: const { payload } = await jwtVerify(token, getJwks(), verifyOptions);
/volume2/docker/payments-logger/backend/src/auth.js:83: req.tokenPayload = payload;
/volume2/docker/payments-logger/backend/src/auth.js:87: const error = msg.includes('expired') ? 'invalid_token' : 'invalid_token';
/volume2/docker/payments-logger/backend/src/auth.js:88: sendUnauthorized(res, msg, error);
/volume2/docker/payments-logger/backend/src/auth.js:98:wellKnownRouter.get('/.well-known/oauth-protected-resource', (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:103: authorization_servers: [HYDRA_PUBLIC_URL],
/volume2/docker/payments-logger/backend/src/auth.js:111:wellKnownRouter.get('/.well-known/oauth-authorization-server', async (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:119: authorization_endpoint: doc.authorization_endpoint,
/volume2/docker/payments-logger/backend/src/auth.js:120: token_endpoint: doc.token_endpoint,
/volume2/docker/payments-logger/backend/src/auth.js:123: grant_types_supported: doc.grant_types_supported || ['authorization_code', 'refresh_token'],
/volume2/docker/payments-logger/backend/src/auth.js:124: [API_KEY]: doc.[API_KEY] || ['none', 'client_secret_basic'],
/volume2/docker/payments-logger/backend/src/auth.js:128: id_token_signing_alg_values_supported: doc.id_token_signing_alg_values_supported || ['RS256'],
/volume2/docker/payments-logger/backend/src/routes/payments.js:58:// ── Ingest a payment (public — no auth) ──────────────────────────────────────
Bash
IN
find /volume2/docker/payments-logger/frontend/src -type f -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" | head -20
Copy code to clipboard
OUT
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/AuthCallback.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthCallback.jsx
AuthCallback.jsx
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
vite.config.js
vite.config.js
Bash
IN
grep -r "HYDRA\|VITE" /volume2/docker/payments-logger --include=".env*" -n
Copy code to clipboard
OUT
(Bash completed with no output)
Read
docker-compose.yml
docker-compose.yml
Bash
IN
grep -r "API_KEY" /volume2/docker/payments-logger/backend --include="*.js" -n
Copy code to clipboard
OUT
(Bash completed with no output)
Read
README.md
README.md
Bash
IN
grep -n "HYDRA\|oauth\|TOKEN" /volume2/docker/payments-logger/backend/src/index.js /volume2/docker/payments-logger/backend/src/auth.js | head -40
Copy code to clipboard
OUT
/volume2/docker/payments-logger/backend/src/auth.js:6: * - wellKnownRouter — serves /.well-known/oauth-* discovery endpoints
/volume2/docker/payments-logger/backend/src/auth.js:11:const HYDRA_PUBLIC_URL = (process.env.HYDRA_PUBLIC_URL || '').replace(/\/$/, '');
/volume2/docker/payments-logger/backend/src/auth.js:24: new URL(`${HYDRA_PUBLIC_URL}/.well-known/jwks.json`)
/volume2/docker/payments-logger/backend/src/auth.js:39: `resource_metadata="${realm}/.well-known/oauth-protected-resource"`,
/volume2/docker/payments-logger/backend/src/auth.js:40: `authorization_server="${HYDRA_PUBLIC_URL}"`,
/volume2/docker/payments-logger/backend/src/auth.js:58: '/.well-known/oauth-protected-resource',
/volume2/docker/payments-logger/backend/src/auth.js:59: '/.well-known/oauth-authorization-server',
/volume2/docker/payments-logger/backend/src/auth.js:78: issuer: HYDRA_PUBLIC_URL,
/volume2/docker/payments-logger/backend/src/auth.js:81: if (process.env.TOKEN_AUDIENCE) verifyOptions.audience = process.env.TOKEN_AUDIENCE;
/volume2/docker/payments-logger/backend/src/auth.js:98:wellKnownRouter.get('/.well-known/oauth-protected-resource', (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:103: authorization_servers: [HYDRA_PUBLIC_URL],
/volume2/docker/payments-logger/backend/src/auth.js:107: jwks_uri: `${HYDRA_PUBLIC_URL}/.well-known/jwks.json`,
/volume2/docker/payments-logger/backend/src/auth.js:111:wellKnownRouter.get('/.well-known/oauth-authorization-server', async (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:113: const r = await fetch(`${HYDRA_PUBLIC_URL}/.well-known/openid-configuration`);
/volume2/docker/payments-logger/backend/src/auth.js:118: issuer: doc.issuer || HYDRA_PUBLIC_URL,
Thinking
Thinking
payments-logger Authorization Overview
payments-logger Authorization Overview
The project uses
OAuth 2.1 with PKCE
via an external Hydra OAuth server at
hydra.lakylak.xyz
.
Auth Flow
Auth Flow
Frontend
(
frontend/src/auth.js
frontend/src/auth.js
):
Fetches OAuth server metadata via discovery endpoint
Generates a PKCE code verifier/challenge (SHA-256)
Redirects user to Hydra login with
code_challenge
On callback, exchanges code + verifier for tokens
Stores
access_token
,
refresh_token
in
localStorage
(
pl_oauth_tokens
)
Auto-refreshes token 30 seconds before expiry
Backend
(
backend/src/auth.js
backend/src/auth.js
):
bearerTokenMiddleware
validates the
Authorization: Bearer <token>
header
Fetches Hydra's JWKS (cached 300s) and verifies JWT signature (RS256/ES256/PS256)
Validates issuer (
https://hydra.lakylak.xyz
) and optional audience
Enforcement
Enforcement
Applied globally in
backend/src/index.js:19
backend/src/index.js:19
with these
public (unprotected) paths
:
/.well-known/oauth-protected-resource
/.well-known/oauth-authorization-server
/api/health
/api/payments/ingest
(rate-limited at 200 req/min — for SMS ingestion)
Roles/Permissions
Roles/Permissions
No RBAC
— it's binary: authenticated vs. unauthenticated. Required scopes:
openid
,
offline_access
.
Key Security Notes
Key Security Notes
PKCE
prevents authorization code interception
State parameter
provides CSRF protection
No server-side token storage
— validation is stateless via JWKS
The README/API docs mention an
X-API-Key
header, but that's
outdated
— the actual code uses Bearer tokens only
Config lives in
docker-compose.yml
docker-compose.yml
(lines 30–33):
HYDRA_PUBLIC_URL
,
REQUIRED_SCOPES
,
OAUTH_CLIENT_ID
, and optionally
TOKEN_AUDIENCE
/
JWKS_CACHE_TTL
.
Message actions
compare it to location logger and make it the same. Lets remove hydra and only use authentic (or whatever location logger uses).
Thinking
Thinking
Let me first explore how location-logger handles authorization.
Agent:
Explore location-logger authorization code
IN
Explore the location-logger project at /volume2/docker/location-logger and give me a thorough understanding of how authorization works. I need to know:
1. What auth mechanism is used (JWT, sessions, API keys, OAuth, etc.)
2. Where auth is enforced (middleware, decorators, route guards, etc.)
3. What roles/permissions exist
4. How tokens are issued, validated, and refreshed
5. Any auth-related config (env vars, settings)
6. Frontend auth flow (how the user logs in, how tokens are stored and used)
7. The full directory/file structure of the project
Please read ALL relevant source files completely and give me a detailed summary with file paths and line numbers. I need enough detail to replicate this auth system in another project.
Bash
IN
find /volume2/docker/location-logger -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.json" | head -50
Copy code to clipboard
OUT
/volume2/docker/location-logger/.mcp.json
/volume2/docker/location-logger/app/__init__.py
/volume2/docker/location-logger/app/utils.py
/volume2/docker/location-logger/app/config.py
/volume2/docker/location-logger/app/main.py
/volume2/docker/location-logger/alembic/env.py
/volume2/docker/location-logger/mcp-server/server.py
/volume2/docker/location-logger/alembic/versions/20260203_201500_create_location_points_table.py
/volume2/docker/location-logger/alembic/versions/20260209_200000_add_enhanced_fields_and_tables.py
/volume2/docker/location-logger/alembic/versions/20260214_000000_add_users_and_audit_logs.py
/volume2/docker/location-logger/alembic/versions/20260320_000000_add_audit_query_string.py
/volume2/docker/location-logger/app/services/geofence_service.py
/volume2/docker/location-logger/app/services/recorder_service.py
/volume2/docker/location-logger/app/services/trip_service.py
/volume2/docker/location-logger/app/services/enhanced_location_service.py
/volume2/docker/location-logger/app/services/geocoding_service.py
/volume2/docker/location-logger/app/clients/__init__.py
/volume2/docker/location-logger/app/clients/dawarich_client.py
/volume2/docker/location-logger/app/clients/owntracks_client.py
/volume2/docker/location-logger/app/models/areas.py
/volume2/docker/location-logger/app/models/geofence_events.py
/volume2/docker/location-logger/app/models/trips.py
/volume2/docker/location-logger/app/models/user.py
/volume2/docker/location-logger/app/models/location.py
/volume2/docker/location-logger/app/models/audit_log.py
/volume2/docker/location-logger/app/auth/__init__.py
/volume2/docker/location-logger/app/auth/dependencies.py
/volume2/docker/location-logger/app/auth/utils.py
/volume2/docker/location-logger/app/api/enhanced_endpoints.py
/volume2/docker/location-logger/app/db/base.py
/volume2/docker/location-logger/app/db/session.py
Bash
IN
tree -L 4 /volume2/docker/location-logger 2>/dev/null || find /volume2/docker/location-logger -type d | sort
Copy code to clipboard
OUT
/volume2/docker/location-logger
├── alembic
│ ├── env.py
│ ├── script.py.mako
│ └── versions
│ ├── 20260203_201500_create_location_points_table.py
│ ├── 20260209_200000_add_enhanced_fields_and_tables.py
│ ├── 20260214_000000_add_users_and_audit_logs.py
│ ├── 20260320_000000_add_audit_query_string.py
│ └── __pycache__
│ └── 20260214_000000_add_users_and_audit_logs.cpython-311.pyc
├── alembic.ini
├── app
│ ├── api
│ │ └── enhanced_endpoints.py
│ ├── auth
│ │ ├── dependencies.py
│ │ ├── __init__.py
│ │ ├── __pycache__
│ │ │ ├── dependencies.cpython-311.pyc
│ │ │ ├── __init__.cpython-311.pyc
│ │ │ └── utils.cpython-311.pyc
│ │ └── utils.py
│ ├── clients
│ │ ├── dawarich_client.py
│ │ ├── __init__.py
│ │ └── owntracks_client.py
│ ├── config.py
│ ├── db
│ │ ├── base.py
│ │ └── session.py
│ ├── __init__.py
│ ├── main.py
│ ├── models
│ │ ├── areas.py
│ │ ├── audit_log.py
│ │ ├── geofence_events.py
│ │ ├── location.py
│ │ ├── __pycache__
│ │ │ ├── audit_log.cpython-311.pyc
│ │ │ └── user.cpython-311.pyc
│ │ ├── trips.py
│ │ └── user.py
│ ├── __pycache__
│ │ ├── __init__.cpython-311.pyc
│ │ └── main.cpython-311.pyc
│ ├── services
│ │ ├── enhanced_location_service.py
│ │ ├── geocoding_service.py
│ │ ├── geofence_service.py
│ │ ├── recorder_service.py
│ │ └── trip_service.py
│ ├── static
│ │ └── dashboard.html
│ └── utils.py
├── docker-compose.yml
├── Dockerfile
├── mcp-server
│ ├── Dockerfile
│ ├── requirements.txt
│ └── server.py
├── README.md
├── requirements.txt
└── today_map.html
16 directories, 48 files
Read
utils.py
utils.py
Read
dependencies.py
dependencies.py
Read
user.py
user.py
Read
config.py
config.py
Read
main.py
main.py
Read
session.py
session.py
Read
dashboard.html
dashboard.html
Read
audit_log.py
audit_log.py
Read
20260214_000000_add_users_and_audit_logs.py
20260214_000000_add_users_and_audit_logs.py
Read
20260320_000000_add_audit_query_string.py
20260320_000000_add_audit_query_string.py
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
server.py
server.py
Read
server.py
server.py
(lines 101-400)
Thinking
Thinking
Now I have a full picture of both systems. Let me read the payments-logger source files before planning the migration.
Bash
List all payments-logger files
IN
find /volume2/docker/payments-logger -type f | grep -v node_modules | grep -v .git | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthCallback.jsx
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/README.md
Read
auth.js
auth.js
Read
index.js
index.js
Read
auth.js
auth.js
Read
AuthProvider.jsx
AuthProvider.jsx
Read
package.json
package.json
Read
AuthCallback.jsx
AuthCallback.jsx
Read
schema.prisma
schema.prisma
Read
docker-compose.yml
docker-compose.yml
Thinking
Thinking
Now let me read the remaining frontend files.
Read
App.jsx
App.jsx
Read
package.json
package.json
Read
.env
.env
Thinking
Thinking
Let me read the remaining files before making changes.
Read
main.jsx
main.jsx
Read
vite.config.js
vite.config.js
Read
payments.js
payments.js
Thinking
Thinking
Read
.env.example
.env.example
Thinking
Thinking
Now I have everything I need. Here's what changes:
Backend:
Rewrite
auth.js
(HS256 JWT + bcrypt), add
/auth/login
+
/auth/register
endpoints, add
User
model to Prisma, new migration, remove Hydra env vars.
Frontend:
Replace PKCE flow with a simple login form in
AuthProvider
, simplify
auth.js
, remove
AuthCallback
, drop
/.well-known
proxy.
Config:
Drop all Hydra/OAuth env vars, add
JWT_SECRET
.
Let me implement everything now.
Update Todos
Add bcryptjs to backend package.json
Rewrite backend/src/auth.js (HS256 JWT + bcrypt, login/register routes)
Update backend/src/index.js (remove wellKnownRouter, mount authRouter)
Add User model to prisma/schema.prisma
Create Prisma migration for users table
Rewrite frontend/src/auth.js (simple username/password login)
Rewrite frontend/src/components/AuthProvider.jsx (login form instead of PKCE redirect)
Update frontend/src/main.jsx (remove /auth/callback handling)
Delete frontend/src/components/AuthCallback.jsx...
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Any auth-related config (env vars, settings)\n\nPlease read the key source files and give me a clear summary with file paths and line numbers for the important parts.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/payments-logger -type f -name \"*.py\" -o -name \"*.json\" -o -name \"*.yml\" -o -name \"*.yaml\" | grep -E \"(auth|token|jwt|session|permission|role)\" | head -20","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ls -la /volume2/docker/payments-logger/ 2>/dev/null || echo \"Directory not found\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"total 36\ndrwxrwxrwx 1 Adm1n admin 162 Mar 29 18:01 .\ndrwxrwxrwx 1 root root 1146 Apr 26 18:49 ..\n-rwxrwxrwx 1 Adm1n admin 15233 Feb 22 17:08 API.md\ndrwxrwxrwx 1 Adm1n admin 88 Mar 29 15:41 backend\ndrwxrwxrwx 1 Adm1n admin 38 Mar 29 17:07 .claude\n-rwxrwxrwx 1 Adm1n admin 1502 Mar 29 18:01 docker-compose.yml\n-rwxrwxrwx 1 Adm1n admin 1066 Mar 29 15:44 .env\n-rwxrwxrwx 1 Adm1n admin 1078 Feb 14 17:53 .env.example\ndrwxrwxrwx 1 Adm1n admin 194 Mar 29 15:44 frontend\n-rwxrwxrwx 1 Adm1n admin 19 Feb 14 17:54 .gitignore\n-rwxrwxrwx 1 Adm1n admin 4052 Feb 14 19:06 README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/payments-logger/backend -type f | head -30","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/payments-logger/backend/Dockerfile\n/volume2/docker/payments-logger/backend/.dockerignore\n/volume2/docker/payments-logger/backend/package.json\n/volume2/docker/payments-logger/backend/prisma/schema.prisma\n/volume2/docker/payments-logger/backend/src/parser.js\n/volume2/docker/payments-logger/backend/src/index.js\n/volume2/docker/payments-logger/backend/src/auth.js\n/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml\n/volume2/docker/payments-logger/backend/src/routes/payments.js\n/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql\n/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql\n/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/payments-logger -type f \\( -name \"*.js\" -o -name \"*.json\" -o -name \"*.md\" \\) | sort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/payments-logger/API.md\n/volume2/docker/payments-logger/backend/package.json\n/volume2/docker/payments-logger/backend/src/auth.js\n/volume2/docker/payments-logger/backend/src/index.js\n/volume2/docker/payments-logger/backend/src/parser.js\n/volume2/docker/payments-logger/backend/src/routes/payments.js\n/volume2/docker/payments-logger/.claude/settings.local.json\n/volume2/docker/payments-logger/frontend/package.json\n/volume2/docker/payments-logger/frontend/postcss.config.js\n/volume2/docker/payments-logger/frontend/src/auth.js\n/volume2/docker/payments-logger/frontend/tailwind.config.js\n/volume2/docker/payments-logger/frontend/vite.config.js\n/volume2/docker/payments-logger/README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"API.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"API.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"grep -r \"API_KEY\\|auth\\|token\\|oauth\\|hydra\" /volume2/docker/payments-logger/backend/src --include=\"*.js\" -n","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/payments-logger/backend/src/index.js:6:const { bearerTokenMiddleware, wellKnownRouter } = require('./auth');\n/volume2/docker/payments-logger/backend/src/index.js:18:// ── OAuth Bearer token auth (skips public paths) ──────────────────────────────\n/volume2/docker/payments-logger/backend/src/auth.js:2: * OAuth 2.1 / Hydra JWT authentication for Express.\n/volume2/docker/payments-logger/backend/src/auth.js:6: * - wellKnownRouter — serves /.well-known/oauth-* discovery endpoints\n/volume2/docker/payments-logger/backend/src/auth.js:33:function sendUnauthorized(res, detail, error = 'invalid_token') {\n/volume2/docker/payments-logger/backend/src/auth.js:39: `resource_metadata=\"${realm}/.well-known/oauth-protected-resource\"`,\n/volume2/docker/payments-logger/backend/src/auth.js:40: `authorization_server=\"${HYDRA_PUBLIC_URL}\"`,\n/volume2/docker/payments-logger/backend/src/auth.js:52: * On success, attaches the decoded payload to req.tokenPayload.\n/volume2/docker/payments-logger/backend/src/auth.js:54: * @param {Set<string>} publicPaths Paths to skip auth for.\n/volume2/docker/payments-logger/backend/src/auth.js:58: '/.well-known/oauth-protected-resource',\n/volume2/docker/payments-logger/backend/src/auth.js:59: '/.well-known/oauth-authorization-server',\n/volume2/docker/payments-logger/backend/src/auth.js:66: const auth = req.headers.authorization || '';\n/volume2/docker/payments-logger/backend/src/auth.js:67: if (!auth.toLowerCase().startsWith('bearer ')) {\n/volume2/docker/payments-logger/backend/src/auth.js:68: return sendUnauthorized(res, 'Bearer token required', 'invalid_request');\n/volume2/docker/payments-logger/backend/src/auth.js:71: const token = auth.slice(7).trim();\n/volume2/docker/payments-logger/backend/src/auth.js:72: if (!token) {\n/volume2/docker/payments-logger/backend/src/auth.js:73: return sendUnauthorized(res, 'Bearer token required', 'invalid_request');\n/volume2/docker/payments-logger/backend/src/auth.js:82: const { payload } = await jwtVerify(token, getJwks(), verifyOptions);\n/volume2/docker/payments-logger/backend/src/auth.js:83: req.tokenPayload = payload;\n/volume2/docker/payments-logger/backend/src/auth.js:87: const error = msg.includes('expired') ? 'invalid_token' : 'invalid_token';\n/volume2/docker/payments-logger/backend/src/auth.js:88: sendUnauthorized(res, msg, error);\n/volume2/docker/payments-logger/backend/src/auth.js:98:wellKnownRouter.get('/.well-known/oauth-protected-resource', (_req, res) => {\n/volume2/docker/payments-logger/backend/src/auth.js:103: authorization_servers: [HYDRA_PUBLIC_URL],\n/volume2/docker/payments-logger/backend/src/auth.js:111:wellKnownRouter.get('/.well-known/oauth-authorization-server', async (_req, res) => {\n/volume2/docker/payments-logger/backend/src/auth.js:119: authorization_endpoint: doc.authorization_endpoint,\n/volume2/docker/payments-logger/backend/src/auth.js:120: token_endpoint: doc.token_endpoint,\n/volume2/docker/payments-logger/backend/src/auth.js:123: grant_types_supported: doc.grant_types_supported || ['authorization_code', 'refresh_token'],\n/volume2/docker/payments-logger/backend/src/auth.js:124: token_endpoint_auth_methods_supported: doc.token_endpoint_auth_methods_supported || ['none', 'client_secret_basic'],\n/volume2/docker/payments-logger/backend/src/auth.js:128: id_token_signing_alg_values_supported: doc.id_token_signing_alg_values_supported || ['RS256'],\n/volume2/docker/payments-logger/backend/src/routes/payments.js:58:// ── Ingest a payment (public — no auth) ──────────────────────────────────────","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/payments-logger/frontend/src -type f -name \"*.js\" -o -name \"*.jsx\" -o -name \"*.ts\" -o -name \"*.tsx\" | head -20","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/payments-logger/frontend/src/main.jsx\n/volume2/docker/payments-logger/frontend/src/App.jsx\n/volume2/docker/payments-logger/frontend/src/auth.js\n/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx\n/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx\n/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx\n/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx\n/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx\n/volume2/docker/payments-logger/frontend/src/components/AuthCallback.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"AuthProvider.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"AuthProvider.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"AuthCallback.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"AuthCallback.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"grep -r \"HYDRA\\|VITE\" /volume2/docker/payments-logger --include=\".env*\" -n","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"grep -r \"API_KEY\" /volume2/docker/payments-logger/backend --include=\"*.js\" -n","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"grep -n \"HYDRA\\|oauth\\|TOKEN\" /volume2/docker/payments-logger/backend/src/index.js /volume2/docker/payments-logger/backend/src/auth.js | head -40","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/payments-logger/backend/src/auth.js:6: * - wellKnownRouter — serves /.well-known/oauth-* discovery endpoints\n/volume2/docker/payments-logger/backend/src/auth.js:11:const HYDRA_PUBLIC_URL = (process.env.HYDRA_PUBLIC_URL || '').replace(/\\/$/, '');\n/volume2/docker/payments-logger/backend/src/auth.js:24: new URL(`${HYDRA_PUBLIC_URL}/.well-known/jwks.json`)\n/volume2/docker/payments-logger/backend/src/auth.js:39: `resource_metadata=\"${realm}/.well-known/oauth-protected-resource\"`,\n/volume2/docker/payments-logger/backend/src/auth.js:40: `authorization_server=\"${HYDRA_PUBLIC_URL}\"`,\n/volume2/docker/payments-logger/backend/src/auth.js:58: '/.well-known/oauth-protected-resource',\n/volume2/docker/payments-logger/backend/src/auth.js:59: '/.well-known/oauth-authorization-server',\n/volume2/docker/payments-logger/backend/src/auth.js:78: issuer: HYDRA_PUBLIC_URL,\n/volume2/docker/payments-logger/backend/src/auth.js:81: if (process.env.TOKEN_AUDIENCE) verifyOptions.audience = process.env.TOKEN_AUDIENCE;\n/volume2/docker/payments-logger/backend/src/auth.js:98:wellKnownRouter.get('/.well-known/oauth-protected-resource', (_req, res) => {\n/volume2/docker/payments-logger/backend/src/auth.js:103: authorization_servers: [HYDRA_PUBLIC_URL],\n/volume2/docker/payments-logger/backend/src/auth.js:107: jwks_uri: `${HYDRA_PUBLIC_URL}/.well-known/jwks.json`,\n/volume2/docker/payments-logger/backend/src/auth.js:111:wellKnownRouter.get('/.well-known/oauth-authorization-server', async (_req, res) => {\n/volume2/docker/payments-logger/backend/src/auth.js:113: const r = await fetch(`${HYDRA_PUBLIC_URL}/.well-known/openid-configuration`);\n/volume2/docker/payments-logger/backend/src/auth.js:118: issuer: doc.issuer || HYDRA_PUBLIC_URL,","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"payments-logger Authorization Overview","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"payments-logger Authorization Overview","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The project uses","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OAuth 2.1 with PKCE","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"via an external Hydra OAuth server at","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hydra.lakylak.xyz","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Auth Flow","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Auth Flow","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Frontend","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"frontend/src/auth.js","depth":23,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"frontend/src/auth.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"):","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fetches OAuth server metadata via discovery endpoint","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Generates a PKCE code verifier/challenge (SHA-256)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Redirects user to Hydra login with","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"code_challenge","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"On callback, exchanges code + verifier for tokens","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stores","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"access_token","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"refresh_token","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"in","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"localStorage","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"pl_oauth_tokens","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Auto-refreshes token 30 seconds before expiry","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Backend","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"backend/src/auth.js","depth":23,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"backend/src/auth.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"):","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"bearerTokenMiddleware","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"validates the","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Authorization: Bearer <token>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"header","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fetches Hydra's JWKS (cached 300s) and verifies JWT signature (RS256/ES256/PS256)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Validates issuer (","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"https://hydra.lakylak.xyz","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":") and optional audience","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Enforcement","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Enforcement","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Applied globally in","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"backend/src/index.js:19","depth":23,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"backend/src/index.js:19","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with these","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"public (unprotected) paths","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":":","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/.well-known/oauth-protected-resource","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/.well-known/oauth-authorization-server","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/api/health","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/api/payments/ingest","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(rate-limited at 200 req/min — for SMS ingestion)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Roles/Permissions","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Roles/Permissions","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"No RBAC","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's binary: authenticated vs. unauthenticated. Required scopes:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"openid","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"offline_access","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Key Security Notes","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Key Security Notes","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"PKCE","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"prevents authorization code interception","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"State parameter","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"provides CSRF protection","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"No server-side token storage","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— validation is stateless via JWKS","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The README/API docs mention an","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-API-Key","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"header, but that's","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"outdated","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— the actual code uses Bearer tokens only","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Config lives in","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":23,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(lines 30–33):","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"HYDRA_PUBLIC_URL","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"REQUIRED_SCOPES","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OAUTH_CLIENT_ID","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", and optionally","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"TOKEN_AUDIENCE","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"JWKS_CACHE_TTL","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"compare it to location logger and make it the same. Lets remove hydra and only use authentic (or whatever location logger uses).","depth":25,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me first explore how location-logger handles authorization.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore location-logger authorization code","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the location-logger project at /volume2/docker/location-logger and give me a thorough understanding of how authorization works. I need to know:\n\n1. What auth mechanism is used (JWT, sessions, API keys, OAuth, etc.)\n2. Where auth is enforced (middleware, decorators, route guards, etc.)\n3. What roles/permissions exist\n4. How tokens are issued, validated, and refreshed\n5. Any auth-related config (env vars, settings)\n6. Frontend auth flow (how the user logs in, how tokens are stored and used)\n7. The full directory/file structure of the project\n\nPlease read ALL relevant source files completely and give me a detailed summary with file paths and line numbers. I need enough detail to replicate this auth system in another project.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/location-logger -type f -name \"*.py\" -o -name \"*.js\" -o -name \"*.ts\" -o -name \"*.json\" | head -50","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/location-logger/.mcp.json\n/volume2/docker/location-logger/app/__init__.py\n/volume2/docker/location-logger/app/utils.py\n/volume2/docker/location-logger/app/config.py\n/volume2/docker/location-logger/app/main.py\n/volume2/docker/location-logger/alembic/env.py\n/volume2/docker/location-logger/mcp-server/server.py\n/volume2/docker/location-logger/alembic/versions/20260203_201500_create_location_points_table.py\n/volume2/docker/location-logger/alembic/versions/20260209_200000_add_enhanced_fields_and_tables.py\n/volume2/docker/location-logger/alembic/versions/20260214_000000_add_users_and_audit_logs.py\n/volume2/docker/location-logger/alembic/versions/20260320_000000_add_audit_query_string.py\n/volume2/docker/location-logger/app/services/geofence_service.py\n/volume2/docker/location-logger/app/services/recorder_service.py\n/volume2/docker/location-logger/app/services/trip_service.py\n/volume2/docker/location-logger/app/services/enhanced_location_service.py\n/volume2/docker/location-logger/app/services/geocoding_service.py\n/volume2/docker/location-logger/app/clients/__init__.py\n/volume2/docker/location-logger/app/clients/dawarich_client.py\n/volume2/docker/location-logger/app/clients/owntracks_client.py\n/volume2/docker/location-logger/app/models/areas.py\n/volume2/docker/location-logger/app/models/geofence_events.py\n/volume2/docker/location-logger/app/models/trips.py\n/volume2/docker/location-logger/app/models/user.py\n/volume2/docker/location-logger/app/models/location.py\n/volume2/docker/location-logger/app/models/audit_log.py\n/volume2/docker/location-logger/app/auth/__init__.py\n/volume2/docker/location-logger/app/auth/dependencies.py\n/volume2/docker/location-logger/app/auth/utils.py\n/volume2/docker/location-logger/app/api/enhanced_endpoints.py\n/volume2/docker/location-logger/app/db/base.py\n/volume2/docker/location-logger/app/db/session.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"tree -L 4 /volume2/docker/location-logger 2>/dev/null || find /volume2/docker/location-logger -type d | sort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/location-logger\n├── alembic\n│ ├── env.py\n│ ├── script.py.mako\n│ └── versions\n│ ├── 20260203_201500_create_location_points_table.py\n│ ├── 20260209_200000_add_enhanced_fields_and_tables.py\n│ ├── 20260214_000000_add_users_and_audit_logs.py\n│ ├── 20260320_000000_add_audit_query_string.py\n│ └── __pycache__\n│ └── 20260214_000000_add_users_and_audit_logs.cpython-311.pyc\n├── alembic.ini\n├── app\n│ ├── api\n│ │ └── enhanced_endpoints.py\n│ ├── auth\n│ │ ├── dependencies.py\n│ │ ├── __init__.py\n│ │ ├── __pycache__\n│ │ │ ├── dependencies.cpython-311.pyc\n│ │ │ ├── __init__.cpython-311.pyc\n│ │ │ └── utils.cpython-311.pyc\n│ │ └── utils.py\n│ ├── clients\n│ │ ├── dawarich_client.py\n│ │ ├── __init__.py\n│ │ └── owntracks_client.py\n│ ├── config.py\n│ ├── db\n│ │ ├── base.py\n│ │ └── session.py\n│ ├── __init__.py\n│ ├── main.py\n│ ├── models\n│ │ ├── areas.py\n│ │ ├── audit_log.py\n│ │ ├── geofence_events.py\n│ │ ├── location.py\n│ │ ├── __pycache__\n│ │ │ ├── audit_log.cpython-311.pyc\n│ │ │ └── user.cpython-311.pyc\n│ │ ├── trips.py\n│ │ └── user.py\n│ ├── __pycache__\n│ │ ├── __init__.cpython-311.pyc\n│ │ └── main.cpython-311.pyc\n│ ├── services\n│ │ ├── enhanced_location_service.py\n│ │ ├── geocoding_service.py\n│ │ ├── geofence_service.py\n│ │ ├── recorder_service.py\n│ │ └── trip_service.py\n│ ├── static\n│ │ └── dashboard.html\n│ └── utils.py\n├── docker-compose.yml\n├── Dockerfile\n├── mcp-server\n│ ├── Dockerfile\n│ ├── requirements.txt\n│ └── server.py\n├── README.md\n├── requirements.txt\n└── today_map.html\n\n16 directories, 48 files","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"utils.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"utils.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dependencies.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dependencies.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"user.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"user.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"config.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"config.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"session.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"session.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dashboard.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dashboard.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"audit_log.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"audit_log.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"20260214_000000_add_users_and_audit_logs.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"20260214_000000_add_users_and_audit_logs.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"20260320_000000_add_audit_query_string.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"20260320_000000_add_audit_query_string.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"requirements.txt","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"requirements.txt","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"server.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"server.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"server.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"server.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(lines 101-400)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a full picture of both systems. Let me read the payments-logger source files before planning the migration.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List all payments-logger files","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/payments-logger -type f | grep -v node_modules | grep -v .git | sort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/payments-logger/API.md\n/volume2/docker/payments-logger/backend/Dockerfile\n/volume2/docker/payments-logger/backend/.dockerignore\n/volume2/docker/payments-logger/backend/package.json\n/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql\n/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql\n/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql\n/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml\n/volume2/docker/payments-logger/backend/prisma/schema.prisma\n/volume2/docker/payments-logger/backend/src/auth.js\n/volume2/docker/payments-logger/backend/src/index.js\n/volume2/docker/payments-logger/backend/src/parser.js\n/volume2/docker/payments-logger/backend/src/routes/payments.js\n/volume2/docker/payments-logger/.claude/settings.local.json\n/volume2/docker/payments-logger/docker-compose.yml\n/volume2/docker/payments-logger/.env\n/volume2/docker/payments-logger/.env.example\n/volume2/docker/payments-logger/frontend/Dockerfile\n/volume2/docker/payments-logger/frontend/.dockerignore\n/volume2/docker/payments-logger/frontend/index.html\n/volume2/docker/payments-logger/frontend/package.json\n/volume2/docker/payments-logger/frontend/postcss.config.js\n/volume2/docker/payments-logger/frontend/src/App.jsx\n/volume2/docker/payments-logger/frontend/src/auth.js\n/volume2/docker/payments-logger/frontend/src/components/AuthCallback.jsx\n/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx\n/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx\n/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx\n/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx\n/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx\n/volume2/docker/payments-logger/frontend/src/index.css\n/volume2/docker/payments-logger/frontend/src/main.jsx\n/volume2/docker/payments-logger/frontend/tailwind.config.js\n/volume2/docker/payments-logger/frontend/vite.config.js\n/volume2/docker/payments-logger/README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"AuthProvider.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"AuthProvider.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"AuthCallback.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"AuthCallback.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me read the remaining files before making changes.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have everything I need. Here's what changes:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Backend:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"auth.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(HS256 JWT + bcrypt), add","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/auth/login","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"+","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/auth/register","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"endpoints, add","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"model to Prisma, new migration, remove Hydra env vars.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Frontend:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Replace PKCE flow with a simple login form in","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AuthProvider","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", simplify","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"auth.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", remove","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AuthCallback","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", drop","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/.well-known","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"proxy.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Config:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Drop all Hydra/OAuth env vars, add","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"JWT_SECRET","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me implement everything now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Add bcryptjs to backend package.json","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite backend/src/auth.js (HS256 JWT + bcrypt, login/register routes)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update backend/src/index.js (remove wellKnownRouter, mount authRouter)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Add User model to prisma/schema.prisma","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create Prisma migration for users table","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite frontend/src/auth.js (simple username/password login)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite frontend/src/components/AuthProvider.jsx (login form instead of PKCE redirect)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update frontend/src/main.jsx (remove /auth/callback handling)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Delete frontend/src/components/AuthCallback.jsx","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: docker [SSH: nas]
Explorer Section: docker [SSH: nas]
DOCKER [SSH: NAS]
audiobookshelf
auth
beszel
bitwarden
dawarich
dsk-uploader
flask-app
garmin-connector
gitea
health
health-tracker
homarr
hst
immich
jellyfinht
kavita
libreoffice
linkwarden
location-logger
alembic
app
mcp-server
.env
.env.example
.gitignore
.mcp.json
M
alembic.ini
docker-compose.yml
M
Dockerfile
README.md
M
requirements.txt
M
today_map.html
mariadb
meeting-detector
mindfulmama
n8n
notifier-app
npm
oauth
obsidian
ollama
open-webui
openttd
openvpn-client
orchestrator
outfit-app
owntracks-stack
paperlessngx
payments-logger
.claude
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
docker-compose.yml, Editor Group 1
Review payment logger au…, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
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remote SSH: nas
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location-logger (Git)
location-logger
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Clear
Review payment logger authorization implementation
Session history
New session
Message actions
review payment_logger project how toes authorization work
Thinking
Thinking
Let me explore the payment_logger project structure first.
Bash
Find payment_logger project files
IN
find /volume2/docker -type f -name "*.py" -o -name "*.yml" -o -name "*.yaml" -o -name "*.env" -o -name "*.toml" -o -name "*.cfg" | grep -i payment | head -50
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OUT
bfs: error: /volume2/docker/portnotedb/pg_commit_ts: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_dynshmem: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_notify: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_serial: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_snapshots: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_subtrans: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_twophase: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_multixact: Permission denied.
bfs: error: /volume2/docker/portnotedb/base: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_replslot: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_tblspc: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_stat: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_stat_tmp: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_xact: Permission denied.
bfs: error: /volume2/docker/portnotedb/pg_logical: Permission denied.
bfs: error: /volume2/docker/openttd/.dbus: Permission denied.
bfs: error: /volume2/docker/immich/db: Permission denied.
bfs: error: /volume2/docker/paperlessngx/db: Permission denied.
bfs: error: /volume2/docker/appflowy/postgres: Permission denied.
bfs: error: /volume2/docker/auth/db: Permission denied.
bfs: error: /volume2/docker/openttd/.XDG/dbus-1: Permission denied.
bfs: error: /volume2/docker/openttd/.config/pulse: Permission denied.
bfs: error: /volume2/docker/openttd/.cache/openbox/sessions: Permission denied.
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
Bash
List docker directory contents
IN
ls /volume2/docker/
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OUT
adguard
ai-stack
app-db
appflowy
audiobookshelf
auth
beszel
bitwarden
dawarich
dsk-uploader
flask-app
garmin-connector
gitea
health
health-tracker
homarr
hst
immich
jellyfinht
kavita
libreoffice
linkwarden
location-logger
mariadb
meeting-detector
mindfulmama
n8n
notifier-app
npm
oauth
obsidian
ollama
openttd
openvpn-client
open-webui
orchestrator
outfit-app
owntracks-stack
paperlessngx
payments-logger
personal-log
personal-log-system
player
portainer
portnotedb
reminders-app
romm
second-brain
static
stirling
syncthing
tailscale
temp-logger
test-app
tmp
torrent-stack
tree
trilium
tubearchivist
twenty
uptimekuma
ytptube
Agent:
Explore payment_logger authorization code
IN
Explore the payments-logger project at /volume2/docker/payments-logger and give me a thorough understanding of how authorization works. I need to know:
1. What auth mechanism is used (JWT, sessions, API keys, OAuth, etc.)
2. Where auth is enforced (middleware, decorators, route guards, etc.)
3. What roles/permissions exist
4. How tokens are issued, validated, and refreshed
5. Any auth-related config (env vars, settings)
Please read the key source files and give me a clear summary with file paths and line numbers for the important parts.
Bash
IN
find /volume2/docker/payments-logger -type f -name "*.py" -o -name "*.json" -o -name "*.yml" -o -name "*.yaml" | grep -E "(auth|token|jwt|session|permission|role)" | head -20
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OUT
(Bash completed with no output)
Bash
IN
ls -la /volume2/docker/payments-logger/ 2>/dev/null || echo "Directory not found"
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OUT
total 36
drwxrwxrwx 1 Adm1n admin 162 Mar 29 18:01 .
drwxrwxrwx 1 root root 1146 Apr 26 18:49 ..
-rwxrwxrwx 1 Adm1n admin 15233 Feb 22 17:08 API.md
drwxrwxrwx 1 Adm1n admin 88 Mar 29 15:41 backend
drwxrwxrwx 1 Adm1n admin 38 Mar 29 17:07 .claude
-rwxrwxrwx 1 Adm1n admin 1502 Mar 29 18:01 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 1066 Mar 29 15:44 .env
-rwxrwxrwx 1 Adm1n admin 1078 Feb 14 17:53 .env.example
drwxrwxrwx 1 Adm1n admin 194 Mar 29 15:44 frontend
-rwxrwxrwx 1 Adm1n admin 19 Feb 14 17:54 .gitignore
-rwxrwxrwx 1 Adm1n admin 4052 Feb 14 19:06 README.md
Bash
IN
find /volume2/docker/payments-logger/backend -type f | head -30
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OUT
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
Bash
IN
find /volume2/docker/payments-logger -type f \( -name "*.js" -o -name "*.json" -o -name "*.md" \) | sort
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OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/README.md
Read
.env
.env
Read
auth.js
auth.js
Read
index.js
index.js
Read
package.json
package.json
Read
auth.js
auth.js
Read
API.md
API.md
Read
payments.js
payments.js
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
grep -r "API_KEY\|auth\|token\|oauth\|hydra" /volume2/docker/payments-logger/backend/src --include="*.js" -n
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OUT
/volume2/docker/payments-logger/backend/src/index.js:6:const { bearerTokenMiddleware, wellKnownRouter } = require('./auth');
/volume2/docker/payments-logger/backend/src/index.js:18:// ── OAuth Bearer token auth (skips public paths) ──────────────────────────────
/volume2/docker/payments-logger/backend/src/auth.js:2: * OAuth 2.1 / Hydra JWT authentication for Express.
/volume2/docker/payments-logger/backend/src/auth.js:6: * - wellKnownRouter — serves /.well-known/oauth-* discovery endpoints
/volume2/docker/payments-logger/backend/src/auth.js:33:function sendUnauthorized(res, detail, error = 'invalid_token') {
/volume2/docker/payments-logger/backend/src/auth.js:39: `resource_metadata="${realm}/.well-known/oauth-protected-resource"`,
/volume2/docker/payments-logger/backend/src/auth.js:40: `authorization_server="${HYDRA_PUBLIC_URL}"`,
/volume2/docker/payments-logger/backend/src/auth.js:52: * On success, attaches the decoded payload to req.tokenPayload.
/volume2/docker/payments-logger/backend/src/auth.js:54: * @param {Set<string>} publicPaths Paths to skip auth for.
/volume2/docker/payments-logger/backend/src/auth.js:58: '/.well-known/oauth-protected-resource',
/volume2/docker/payments-logger/backend/src/auth.js:59: '/.well-known/oauth-authorization-server',
/volume2/docker/payments-logger/backend/src/auth.js:66: const auth = req.headers.authorization || '';
/volume2/docker/payments-logger/backend/src/auth.js:67: if (!auth.toLowerCase().startsWith('bearer ')) {
/volume2/docker/payments-logger/backend/src/auth.js:68: return sendUnauthorized(res, 'Bearer token required', 'invalid_request');
/volume2/docker/payments-logger/backend/src/auth.js:71: const token = auth.slice(7).trim();
/volume2/docker/payments-logger/backend/src/auth.js:72: if (!token) {
/volume2/docker/payments-logger/backend/src/auth.js:73: return sendUnauthorized(res, 'Bearer token required', 'invalid_request');
/volume2/docker/payments-logger/backend/src/auth.js:82: const { payload } = await jwtVerify(token, getJwks(), verifyOptions);
/volume2/docker/payments-logger/backend/src/auth.js:83: req.tokenPayload = payload;
/volume2/docker/payments-logger/backend/src/auth.js:87: const error = msg.includes('expired') ? 'invalid_token' : 'invalid_token';
/volume2/docker/payments-logger/backend/src/auth.js:88: sendUnauthorized(res, msg, error);
/volume2/docker/payments-logger/backend/src/auth.js:98:wellKnownRouter.get('/.well-known/oauth-protected-resource', (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:103: authorization_servers: [HYDRA_PUBLIC_URL],
/volume2/docker/payments-logger/backend/src/auth.js:111:wellKnownRouter.get('/.well-known/oauth-authorization-server', async (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:119: authorization_endpoint: doc.authorization_endpoint,
/volume2/docker/payments-logger/backend/src/auth.js:120: token_endpoint: doc.token_endpoint,
/volume2/docker/payments-logger/backend/src/auth.js:123: grant_types_supported: doc.grant_types_supported || ['authorization_code', 'refresh_token'],
/volume2/docker/payments-logger/backend/src/auth.js:124: [API_KEY]: doc.[API_KEY] || ['none', 'client_secret_basic'],
/volume2/docker/payments-logger/backend/src/auth.js:128: id_token_signing_alg_values_supported: doc.id_token_signing_alg_values_supported || ['RS256'],
/volume2/docker/payments-logger/backend/src/routes/payments.js:58:// ── Ingest a payment (public — no auth) ──────────────────────────────────────
Bash
IN
find /volume2/docker/payments-logger/frontend/src -type f -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" | head -20
Copy code to clipboard
OUT
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/AuthCallback.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthCallback.jsx
AuthCallback.jsx
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
vite.config.js
vite.config.js
Bash
IN
grep -r "HYDRA\|VITE" /volume2/docker/payments-logger --include=".env*" -n
Copy code to clipboard
OUT
(Bash completed with no output)
Read
docker-compose.yml
docker-compose.yml
Bash
IN
grep -r "API_KEY" /volume2/docker/payments-logger/backend --include="*.js" -n
Copy code to clipboard
OUT
(Bash completed with no output)
Read
README.md
README.md
Bash
IN
grep -n "HYDRA\|oauth\|TOKEN" /volume2/docker/payments-logger/backend/src/index.js /volume2/docker/payments-logger/backend/src/auth.js | head -40
Copy code to clipboard
OUT
/volume2/docker/payments-logger/backend/src/auth.js:6: * - wellKnownRouter — serves /.well-known/oauth-* discovery endpoints
/volume2/docker/payments-logger/backend/src/auth.js:11:const HYDRA_PUBLIC_URL = (process.env.HYDRA_PUBLIC_URL || '').replace(/\/$/, '');
/volume2/docker/payments-logger/backend/src/auth.js:24: new URL(`${HYDRA_PUBLIC_URL}/.well-known/jwks.json`)
/volume2/docker/payments-logger/backend/src/auth.js:39: `resource_metadata="${realm}/.well-known/oauth-protected-resource"`,
/volume2/docker/payments-logger/backend/src/auth.js:40: `authorization_server="${HYDRA_PUBLIC_URL}"`,
/volume2/docker/payments-logger/backend/src/auth.js:58: '/.well-known/oauth-protected-resource',
/volume2/docker/payments-logger/backend/src/auth.js:59: '/.well-known/oauth-authorization-server',
/volume2/docker/payments-logger/backend/src/auth.js:78: issuer: HYDRA_PUBLIC_URL,
/volume2/docker/payments-logger/backend/src/auth.js:81: if (process.env.TOKEN_AUDIENCE) verifyOptions.audience = process.env.TOKEN_AUDIENCE;
/volume2/docker/payments-logger/backend/src/auth.js:98:wellKnownRouter.get('/.well-known/oauth-protected-resource', (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:103: authorization_servers: [HYDRA_PUBLIC_URL],
/volume2/docker/payments-logger/backend/src/auth.js:107: jwks_uri: `${HYDRA_PUBLIC_URL}/.well-known/jwks.json`,
/volume2/docker/payments-logger/backend/src/auth.js:111:wellKnownRouter.get('/.well-known/oauth-authorization-server', async (_req, res) => {
/volume2/docker/payments-logger/backend/src/auth.js:113: const r = await fetch(`${HYDRA_PUBLIC_URL}/.well-known/openid-configuration`);
/volume2/docker/payments-logger/backend/src/auth.js:118: issuer: doc.issuer || HYDRA_PUBLIC_URL,
Thinking
Thinking
payments-logger Authorization Overview
payments-logger Authorization Overview
The project uses
OAuth 2.1 with PKCE
via an external Hydra OAuth server at
hydra.lakylak.xyz
.
Auth Flow
Auth Flow
Frontend
(
frontend/src/auth.js
frontend/src/auth.js
):
Fetches OAuth server metadata via discovery endpoint
Generates a PKCE code verifier/challenge (SHA-256)
Redirects user to Hydra login with
code_challenge
On callback, exchanges code + verifier for tokens
Stores
access_token
,
refresh_token
in
localStorage
(
pl_oauth_tokens
)
Auto-refreshes token 30 seconds before expiry
Backend
(
backend/src/auth.js
backend/src/auth.js
):
bearerTokenMiddleware
validates the
Authorization: Bearer <token>
header
Fetches Hydra's JWKS (cached 300s) and verifies JWT signature (RS256/ES256/PS256)
Validates issuer (
https://hydra.lakylak.xyz
) and optional audience
Enforcement
Enforcement
Applied globally in
backend/src/index.js:19
backend/src/index.js:19
with these
public (unprotected) paths
:
/.well-known/oauth-protected-resource
/.well-known/oauth-authorization-server
/api/health
/api/payments/ingest
(rate-limited at 200 req/min — for SMS ingestion)
Roles/Permissions
Roles/Permissions
No RBAC
— it's binary: authenticated vs. unauthenticated. Required scopes:
openid
,
offline_access
.
Key Security Notes
Key Security Notes
PKCE
prevents authorization code interception
State parameter
provides CSRF protection
No server-side token storage
— validation is stateless via JWKS
The README/API docs mention an
X-API-Key
header, but that's
outdated
— the actual code uses Bearer tokens only
Config lives in
docker-compose.yml
docker-compose.yml
(lines 30–33):
HYDRA_PUBLIC_URL
,
REQUIRED_SCOPES
,
OAUTH_CLIENT_ID
, and optionally
TOKEN_AUDIENCE
/
JWKS_CACHE_TTL
.
Message actions
compare it to location logger and make it the same. Lets remove hydra and only use authentic (or whatever location logger uses).
Thinking
Thinking
Let me first explore how location-logger handles authorization.
Agent:
Explore location-logger authorization code
IN
Explore the location-logger project at /volume2/docker/location-logger and give me a thorough understanding of how authorization works. I need to know:
1. What auth mechanism is used (JWT, sessions, API keys, OAuth, etc.)
2. Where auth is enforced (middleware, decorators, route guards, etc.)
3. What roles/permissions exist
4. How tokens are issued, validated, and refreshed
5. Any auth-related config (env vars, settings)
6. Frontend auth flow (how the user logs in, how tokens are stored and used)
7. The full directory/file structure of the project
Please read ALL relevant source files completely and give me a detailed summary with file paths and line numbers. I need enough detail to replicate this auth system in another project.
Bash
IN
find /volume2/docker/location-logger -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.json" | head -50
Copy code to clipboard
OUT
/volume2/docker/location-logger/.mcp.json
/volume2/docker/location-logger/app/__init__.py
/volume2/docker/location-logger/app/utils.py
/volume2/docker/location-logger/app/config.py
/volume2/docker/location-logger/app/main.py
/volume2/docker/location-logger/alembic/env.py
/volume2/docker/location-logger/mcp-server/server.py
/volume2/docker/location-logger/alembic/versions/20260203_201500_create_location_points_table.py
/volume2/docker/location-logger/alembic/versions/20260209_200000_add_enhanced_fields_and_tables.py
/volume2/docker/location-logger/alembic/versions/20260214_000000_add_users_and_audit_logs.py
/volume2/docker/location-logger/alembic/versions/20260320_000000_add_audit_query_string.py
/volume2/docker/location-logger/app/services/geofence_service.py
/volume2/docker/location-logger/app/services/recorder_service.py
/volume2/docker/location-logger/app/services/trip_service.py
/volume2/docker/location-logger/app/services/enhanced_location_service.py
/volume2/docker/location-logger/app/services/geocoding_service.py
/volume2/docker/location-logger/app/clients/__init__.py
/volume2/docker/location-logger/app/clients/dawarich_client.py
/volume2/docker/location-logger/app/clients/owntracks_client.py
/volume2/docker/location-logger/app/models/areas.py
/volume2/docker/location-logger/app/models/geofence_events.py
/volume2/docker/location-logger/app/models/trips.py
/volume2/docker/location-logger/app/models/user.py
/volume2/docker/location-logger/app/models/location.py
/volume2/docker/location-logger/app/models/audit_log.py
/volume2/docker/location-logger/app/auth/__init__.py
/volume2/docker/location-logger/app/auth/dependencies.py
/volume2/docker/location-logger/app/auth/utils.py
/volume2/docker/location-logger/app/api/enhanced_endpoints.py
/volume2/docker/location-logger/app/db/base.py
/volume2/docker/location-logger/app/db/session.py
Bash
IN
tree -L 4 /volume2/docker/location-logger 2>/dev/null || find /volume2/docker/location-logger -type d | sort
Copy code to clipboard
OUT
/volume2/docker/location-logger
├── alembic
│ ├── env.py
│ ├── script.py.mako
│ └── versions
│ ├── 20260203_201500_create_location_points_table.py
│ ├── 20260209_200000_add_enhanced_fields_and_tables.py
│ ├── 20260214_000000_add_users_and_audit_logs.py
│ ├── 20260320_000000_add_audit_query_string.py
│ └── __pycache__
│ └── 20260214_000000_add_users_and_audit_logs.cpython-311.pyc
├── alembic.ini
├── app
│ ├── api
│ │ └── enhanced_endpoints.py
│ ├── auth
│ │ ├── dependencies.py
│ │ ├── __init__.py
│ │ ├── __pycache__
│ │ │ ├── dependencies.cpython-311.pyc
│ │ │ ├── __init__.cpython-311.pyc
│ │ │ └── utils.cpython-311.pyc
│ │ └── utils.py
│ ├── clients
│ │ ├── dawarich_client.py
│ │ ├── __init__.py
│ │ └── owntracks_client.py
│ ├── config.py
│ ├── db
│ │ ├── base.py
│ │ └── session.py
│ ├── __init__.py
│ ├── main.py
│ ├── models
│ │ ├── areas.py
│ │ ├── audit_log.py
│ │ ├── geofence_events.py
│ │ ├── location.py
│ │ ├── __pycache__
│ │ │ ├── audit_log.cpython-311.pyc
│ │ │ └── user.cpython-311.pyc
│ │ ├── trips.py
│ │ └── user.py
│ ├── __pycache__
│ │ ├── __init__.cpython-311.pyc
│ │ └── main.cpython-311.pyc
│ ├── services
│ │ ├── enhanced_location_service.py
│ │ ├── geocoding_service.py
│ │ ├── geofence_service.py
│ │ ├── recorder_service.py
│ │ └── trip_service.py
│ ├── static
│ │ └── dashboard.html
│ └── utils.py
├── docker-compose.yml
├── Dockerfile
├── mcp-server
│ ├── Dockerfile
│ ├── requirements.txt
│ └── server.py
├── README.md
├── requirements.txt
└── today_map.html
16 directories, 48 files
Read
utils.py
utils.py
Read
dependencies.py
dependencies.py
Read
user.py
user.py
Read
config.py
config.py
Read
main.py
main.py
Read
session.py
session.py
Read
dashboard.html
dashboard.html
Read
audit_log.py
audit_log.py
Read
20260214_000000_add_users_and_audit_logs.py
20260214_000000_add_users_and_audit_logs.py
Read
20260320_000000_add_audit_query_string.py
20260320_000000_add_audit_query_string.py
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
server.py
server.py
Read
server.py
server.py
(lines 101-400)
Thinking
Thinking
Now I have a full picture of both systems. Let me read the payments-logger source files before planning the migration.
Bash
List all payments-logger files
IN
find /volume2/docker/payments-logger -type f | grep -v node_modules | grep -v .git | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthCallback.jsx
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/README.md
Read
auth.js
auth.js
Read
index.js
index.js
Read
auth.js
auth.js
Read
AuthProvider.jsx
AuthProvider.jsx
Read
package.json
package.json
Read
AuthCallback.jsx
AuthCallback.jsx
Read
schema.prisma
schema.prisma
Read
docker-compose.yml
docker-compose.yml
Thinking
Thinking
Now let me read the remaining frontend files.
Read
App.jsx
App.jsx
Read
package.json
package.json
Read
.env
.env
Thinking
Thinking
Let me read the remaining files before making changes.
Read
main.jsx
main.jsx
Read
vite.config.js
vite.config.js
Read
payments.js
payments.js
Thinking
Thinking
Read
.env.example
.env.example
Thinking
Thinking
Now I have everything I need. Here's what changes:
Backend:
Rewrite
auth.js
(HS256 JWT + bcrypt), add
/auth/login
+
/auth/register
endpoints, add
User
model to Prisma, new migration, remove Hydra env vars.
Frontend:
Replace PKCE flow with a simple login form in
AuthProvider
, simplify
auth.js
, remove
AuthCallback
, drop
/.well-known
proxy.
Config:
Drop all Hydra/OAuth env vars, add
JWT_SECRET
.
Let me implement everything now.
Update Todos
Add bcryptjs to backend package.json
Rewrite backend/src/auth.js (HS256 JWT + bcrypt, login/register routes)
Update backend/src/index.js (remove wellKnownRouter, mount authRouter)
Add User model to prisma/schema.prisma
Create Prisma migration for users table
Rewrite frontend/src/auth.js (simple username/password login)
Rewrite frontend/src/components/AuthProvider.jsx (login form instead of PKCE redirect)
Update frontend/src/main.jsx (remove /auth/callback handling)
Delete frontend/src/components/AuthCallback.jsx...
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Containers
EXPLORER
EXPLORER
Explorer Section: docker [SSH: nas]
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Outline Section
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TIMELINE
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docker-compose.yml, Editor Group 1
docker-compose.yml, Editor Group 1
docker-compose.yml, Editor Group 1
services:
postgresql:
image: docker.io/library/postgres:16-alpine
container_name: Authentik-DB
hostname: authentik-db
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}"]
interval: 5s
timeout: 5s
retries: 5
environment:
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_USER: authentik
POSTGRES_DB: authentik
volumes:
- /volume2/docker/auth/db:/var/lib/postgresql/data
networks:
- authentik_internal
redis:
image: docker.io/library/redis:alpine
container_name: Authentik-REDIS
hostname: authentik-redis
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "redis-cli ping | grep PONG"]
interval: 5s
timeout: 3s
retries: 5
networks:
- authentik_internal
server:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Server
hostname: authentik-server
restart: unless-stopped
command: server
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
AUTHENTIK_ERROR_REPORTING__ENABLED: "false"
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}
AUTHENTIK_BOOTSTRAP_PASSWORD: [PASSWORD]
ports:
- "9100:9000"
volumes:
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
- proxy
worker:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Worker
hostname: authentik-worker
restart: unless-stopped
command: worker
user: root
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
volumes:
- /var/run/docker.sock:/var/run/docker.sock
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/certs:/certs
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
outpost:
image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}
container_name: Authentik-Outpost
hostname: authentik-outpost
restart: unless-stopped
environment:
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_INSECURE: "false"
AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}
ports:
- "9101:9000"
depends_on:
- server
networks:
- authentik_internal
- proxy
networks:
authentik_internal:
internal: true
proxy:
external: true
services:
postgresql:
image: docker.io/library/postgres:16-alpine
container_name: Authentik-DB
hostname: authentik-db
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}"]
interval: 5s
timeout: 5s
retries: 5
environment:
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_USER: authentik
POSTGRES_DB: authentik
volumes:
- /volume2/docker/auth/db:/var/lib/postgresql/data
networks:
- authentik_internal
redis:
image: docker.io/library/redis:alpine
container_name: Authentik-REDIS
hostname: authentik-redis
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "redis-cli ping | grep PONG"]
interval: 5s
timeout: 3s
retries: 5
networks:
- authentik_internal
server:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Server
hostname: authentik-server
restart: unless-stopped
command: server
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
AUTHENTIK_ERROR_REPORTING__ENABLED: "false"
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}
AUTHENTIK_BOOTSTRAP_PASSWORD: [PASSWORD]
ports:
- "9100:9000"
volumes:
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
- proxy
worker:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Worker
hostname: authentik-worker
restart: unless-stopped
command: worker
user: root
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
volumes:
- /var/run/docker.sock:/var/run/docker.sock
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/certs:/certs
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
outpost:
image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}
container_name: Authentik-Outpost
hostname: authentik-outpost
restart: unless-stopped
environment:
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_INSECURE: "false"
AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}
ports:
- "9101:9000"
depends_on:
- server
networks:
- authentik_internal
- proxy
networks:
authentik_internal:
internal: true
proxy:
external: true
Review payment logger au…, Editor Group 2
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Copy entire folder metho…, Editor Group 3
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docker-compose.yml
docker-compose.yml
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To copy a whole folder, use
cp -r
(recursive):
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cp -r /source/folder /destination/folder
Examples:
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# Copy folder to another location
cp -r /volume2/docker/auth /volume2/docker/auth-backup
# Copy folder into another directory
cp -r /volume2/docker/auth /volume2/backup/
# Copy with a new name
cp -r /volume2/docker/auth /volume2/docker/auth-copy
The
-r
flag means recursive — it copies the folder and all its contents (files, subfolders, etc.).
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${POSTGRES_USER:-authentik}\"]\n interval: 5s\n timeout: 5s\n retries: 5\n environment:\n POSTGRES_PASSWORD: ${PG_PASS}\n POSTGRES_USER: authentik\n POSTGRES_DB: authentik\n volumes:\n - /volume2/docker/auth/db:/var/lib/postgresql/data\n networks:\n - authentik_internal\n\n redis:\n image: docker.io/library/redis:alpine\n container_name: Authentik-REDIS\n hostname: authentik-redis\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"redis-cli ping | grep PONG\"]\n interval: 5s\n timeout: 3s\n retries: 5\n networks:\n - authentik_internal\n\n server:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Server\n hostname: authentik-server\n restart: unless-stopped\n command: server\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n AUTHENTIK_ERROR_REPORTING__ENABLED: \"false\"\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}\n AUTHENTIK_BOOTSTRAP_PASSWORD: ${AUTHENTIK_BOOTSTRAP_PASSWORD}\n ports:\n - \"9100:9000\"\n volumes:\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n - proxy\n\n worker:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Worker\n hostname: authentik-worker\n restart: unless-stopped\n command: worker\n user: root\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n volumes:\n - /var/run/docker.sock:/var/run/docker.sock\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/certs:/certs\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n\n outpost:\n image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}\n container_name: Authentik-Outpost\n hostname: authentik-outpost\n restart: unless-stopped\n environment:\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_INSECURE: \"false\"\n AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}\n ports:\n - \"9101:9000\"\n depends_on:\n - server\n networks:\n - authentik_internal\n - proxy\n\nnetworks:\n authentik_internal:\n internal: true\n proxy:\n external: true","depth":28,"on_screen":true,"value":"services:\n\n postgresql:\n image: docker.io/library/postgres:16-alpine\n container_name: Authentik-DB\n hostname: authentik-db\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}\"]\n interval: 5s\n timeout: 5s\n retries: 5\n environment:\n POSTGRES_PASSWORD: ${PG_PASS}\n POSTGRES_USER: authentik\n POSTGRES_DB: authentik\n volumes:\n - /volume2/docker/auth/db:/var/lib/postgresql/data\n networks:\n - authentik_internal\n\n redis:\n image: docker.io/library/redis:alpine\n container_name: Authentik-REDIS\n hostname: authentik-redis\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"redis-cli ping | grep PONG\"]\n interval: 5s\n timeout: 3s\n retries: 5\n networks:\n - authentik_internal\n\n server:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Server\n hostname: authentik-server\n restart: unless-stopped\n command: server\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n AUTHENTIK_ERROR_REPORTING__ENABLED: \"false\"\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}\n AUTHENTIK_BOOTSTRAP_PASSWORD: ${AUTHENTIK_BOOTSTRAP_PASSWORD}\n ports:\n - \"9100:9000\"\n volumes:\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n - proxy\n\n worker:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Worker\n hostname: authentik-worker\n restart: unless-stopped\n command: worker\n user: root\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n volumes:\n - /var/run/docker.sock:/var/run/docker.sock\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/certs:/certs\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n\n outpost:\n image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}\n container_name: Authentik-Outpost\n hostname: authentik-outpost\n restart: unless-stopped\n environment:\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_INSECURE: \"false\"\n AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}\n ports:\n - \"9101:9000\"\n depends_on:\n - server\n networks:\n - authentik_internal\n - proxy\n\nnetworks:\n authentik_internal:\n internal: true\n proxy:\n external: true","role_description":"editor","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"services:\n\n postgresql:\n image: docker.io/library/postgres:16-alpine\n container_name: Authentik-DB\n hostname: authentik-db\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}\"]\n interval: 5s\n timeout: 5s\n retries: 5\n environment:\n POSTGRES_PASSWORD: ${PG_PASS}\n POSTGRES_USER: authentik\n POSTGRES_DB: authentik\n volumes:\n - /volume2/docker/auth/db:/var/lib/postgresql/data\n networks:\n - authentik_internal\n\n redis:\n image: docker.io/library/redis:alpine\n container_name: Authentik-REDIS\n hostname: authentik-redis\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"redis-cli ping | grep PONG\"]\n interval: 5s\n timeout: 3s\n retries: 5\n networks:\n - authentik_internal\n\n server:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Server\n hostname: authentik-server\n restart: unless-stopped\n command: server\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n AUTHENTIK_ERROR_REPORTING__ENABLED: \"false\"\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}\n AUTHENTIK_BOOTSTRAP_PASSWORD: ${AUTHENTIK_BOOTSTRAP_PASSWORD}\n ports:\n - \"9100:9000\"\n volumes:\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n - proxy\n\n worker:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Worker\n hostname: authentik-worker\n restart: unless-stopped\n command: worker\n user: root\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n volumes:\n - /var/run/docker.sock:/var/run/docker.sock\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/certs:/certs\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n\n outpost:\n image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}\n container_name: Authentik-Outpost\n hostname: authentik-outpost\n restart: unless-stopped\n environment:\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_INSECURE: \"false\"\n AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}\n ports:\n - \"9101:9000\"\n depends_on:\n - server\n networks:\n - authentik_internal\n - proxy\n\nnetworks:\n authentik_internal:\n internal: true\n proxy:\n external: 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3","depth":28,"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":true,"is_expanded":false},{"role":"AXRadioButton","text":"Problems (⇧⌘M)","depth":22,"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PROBLEMS","depth":24,"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Output (⇧⌘U)","depth":22,"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUTPUT","depth":24,"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Debug Console (⇧⌘Y)","depth":22,"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"DEBUG 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-r","depth":24,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"(recursive):","depth":23,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":23,"on_screen":true,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"cp -r /source/folder /destination/folder","depth":25,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Examples:","depth":24,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":23,"on_screen":true,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"# Copy folder to another location\ncp -r /volume2/docker/auth /volume2/docker/auth-backup\n\n# Copy folder into another directory\ncp -r /volume2/docker/auth /volume2/backup/\n\n# Copy with a new name\ncp -r /volume2/docker/auth /volume2/docker/auth-copy","depth":25,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The","depth":23,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"-r","depth":24,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"flag means recursive — it copies the folder and all its contents (files, subfolders, etc.).","depth":23,"on_screen":true,"role_description":"text"},{"role":"AXTextArea","text":"⌘ Esc to focus or unfocus Claude","depth":24,"on_screen":true,"value":"⌘ Esc to focus or unfocus Claude","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"⌘ Esc to focus or unfocus Claude","depth":26,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Add","depth":24,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Show command menu (/)","depth":23,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"docker-compose.yml","depth":23,"on_screen":true,"help_text":"Showing Claude your current file selection (docker-compose.yml)","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":24,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Edit automatically","depth":24,"on_screen":true,"help_text":"Claude will edit your selected text or the whole file. Click to change, or press Shift+Tab to cycle.","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Edit automatically","depth":25,"on_screen":true,"role_description":"text"}]...
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Containers
EXPLORER
EXPLORER
Explorer Section: docker [SSH: nas]
Explorer Section: docker [SSH: nas]
DOCKER [SSH: NAS]
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auth
beszel
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finance
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Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
docker-compose.yml, Editor Group 1
docker-compose.yml, Editor Group 1
services:
postgresql:
image: docker.io/library/postgres:16-alpine
container_name: Authentik-DB
hostname: authentik-db
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}"]
interval: 5s
timeout: 5s
retries: 5
environment:
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_USER: authentik
POSTGRES_DB: authentik
volumes:
- /volume2/docker/auth/db:/var/lib/postgresql/data
networks:
- authentik_internal
redis:
image: docker.io/library/redis:alpine
container_name: Authentik-REDIS
hostname: authentik-redis
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "redis-cli ping | grep PONG"]
interval: 5s
timeout: 3s
retries: 5
networks:
- authentik_internal
server:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Server
hostname: authentik-server
restart: unless-stopped
command: server
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
AUTHENTIK_ERROR_REPORTING__ENABLED: "false"
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}
AUTHENTIK_BOOTSTRAP_PASSWORD: [PASSWORD]
ports:
- "9100:9000"
volumes:
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
- proxy
worker:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Worker
hostname: authentik-worker
restart: unless-stopped
command: worker
user: root
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
volumes:
- /var/run/docker.sock:/var/run/docker.sock
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/certs:/certs
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
outpost:
image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}
container_name: Authentik-Outpost
hostname: authentik-outpost
restart: unless-stopped
environment:
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_INSECURE: "false"
AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}
ports:
- "9101:9000"
depends_on:
- server
networks:
- authentik_internal
- proxy
networks:
authentik_internal:
internal: true
proxy:
external: true
services:
postgresql:
image: docker.io/library/postgres:16-alpine
container_name: Authentik-DB
hostname: authentik-db
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}"]
interval: 5s
timeout: 5s
retries: 5
environment:
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_USER: authentik
POSTGRES_DB: authentik
volumes:
- /volume2/docker/auth/db:/var/lib/postgresql/data
networks:
- authentik_internal
redis:
image: docker.io/library/redis:alpine
container_name: Authentik-REDIS
hostname: authentik-redis
restart: unless-stopped
security_opt:
- no-new-privileges:true
healthcheck:
test: ["CMD-SHELL", "redis-cli ping | grep PONG"]
interval: 5s
timeout: 3s
retries: 5
networks:
- authentik_internal
server:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Server
hostname: authentik-server
restart: unless-stopped
command: server
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
AUTHENTIK_ERROR_REPORTING__ENABLED: "false"
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}
AUTHENTIK_BOOTSTRAP_PASSWORD: [PASSWORD]
ports:
- "9100:9000"
volumes:
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
- proxy
worker:
image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}
container_name: Authentik-Worker
hostname: authentik-worker
restart: unless-stopped
command: worker
user: root
environment:
AUTHENTIK_REDIS__HOST: authentik-redis
AUTHENTIK_POSTGRESQL__HOST: authentik-db
AUTHENTIK_POSTGRESQL__USER: authentik
AUTHENTIK_POSTGRESQL__NAME: authentik
AUTHENTIK_POSTGRESQL__PASSWORD: [PASSWORD]
AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}
volumes:
- /var/run/docker.sock:/var/run/docker.sock
- /volume2/docker/auth/media:/media
- /volume2/docker/auth/certs:/certs
- /volume2/docker/auth/templates:/templates
depends_on:
postgresql:
condition: service_healthy
redis:
condition: service_healthy
networks:
- authentik_internal
outpost:
image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}
container_name: Authentik-Outpost
hostname: authentik-outpost
restart: unless-stopped
environment:
AUTHENTIK_HOST: ${AUTHENTIK_HOST}
AUTHENTIK_INSECURE: "false"
AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}
ports:
- "9101:9000"
depends_on:
- server
networks:
- authentik_internal
- proxy
networks:
authentik_internal:
internal: true
proxy:
external: true
Review payment logger au…, Editor Group 2
docker-compose.yml, preview, Editor Group 2
docker-compose.yml, preview, Editor Group 2
Copy entire folder metho…, Editor Group 3
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remote SSH: nas
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location-logger (Git)
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Copy entire folder methods
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docker-compose.yml
docker-compose.yml
how to copy the whole folder
Thinking
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To copy a whole folder, use
cp -r
(recursive):
Copy code to clipboard
cp -r /source/folder /destination/folder
Examples:
Copy code to clipboard
# Copy folder to another location
cp -r /volume2/docker/auth /volume2/docker/auth-backup
# Copy folder into another directory
cp -r /volume2/docker/auth /volume2/backup/
# Copy with a new name
cp -r /volume2/docker/auth /volume2/docker/auth-copy
The
-r
flag means recursive — it copies the folder and all its contents (files, subfolders, etc.).
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Design new payment-logge… — finance [SSH: nas]
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Explorer (⇧⌘E)
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Claude Code
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CLAUDE CODE
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payments.js, preview, Editor Group 1
…
payments.js, preview, Editor Group 1
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Design new payment-logger and dsk-uploader hybrid app Rename session Delete session
Design new payment-logger and dsk-uploader hybrid app
Rename session
Delete session
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
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payments.js
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of payment-logger and dsk-uploader. 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FIrst think of tech stack and plan carefully.","depth":26,"bounds":{"left":0.5671542,"top":0.16520351,"width":0.4212101,"height":0.046288908},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.5671542,"top":0.16520351,"width":0.0026595744,"height":0.011971269}},{"char_start":1,"char_count":683,"bounds":{"left":0.5671542,"top":0.16520351,"width":0.4212101,"height":0.05905826}}],"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"bounds":{"left":0.57480055,"top":0.23543495,"width":0.023936171,"height":0.015961692},"on_screen":true,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"bounds":{"left":0.57480055,"top":0.23703113,"width":0.017287234,"height":0.011971269},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.57480055,"top":0.23703113,"width":0.0026595744,"height":0.012769354}},{"char_start":1,"char_count":7,"bounds":{"left":0.5774601,"top":0.23703113,"width":0.01462766,"height":0.012769354}}],"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"bounds":{"left":0.57480055,"top":0.26496407,"width":0.18949468,"height":0.012769354},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.57480055,"top":0.26576218,"width":0.0013297872,"height":0.011971269}},{"char_start":1,"char_count":99,"bounds":{"left":0.57613033,"top":0.26576218,"width":0.18816489,"height":0.011971269}}],"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"bounds":{"left":0.57480055,"top":0.2952913,"width":0.014295213,"height":0.012769354},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.57480055,"top":0.29608938,"width":0.0029920214,"height":0.011971269}},{"char_start":1,"char_count":5,"bounds":{"left":0.5777925,"top":0.29608938,"width":0.011303191,"height":0.011971269}}],"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"bounds":{"left":0.59042555,"top":0.29688746,"width":0.11968085,"height":0.011173184},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.59042555,"top":0.29768556,"width":0.0023271276,"height":0.0103751}},{"char_start":1,"char_count":53,"bounds":{"left":0.5924202,"top":0.29768556,"width":0.11735372,"height":0.0103751}}],"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"bounds":{"left":0.5777925,"top":0.32402235,"width":0.0043218085,"height":0.0103751},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.5777925,"top":0.32402235,"width":0.0019946808,"height":0.011173184}},{"char_start":1,"char_count":1,"bounds":{"left":0.57978725,"top":0.32402235,"width":0.0023271276,"height":0.011173184}}],"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"bounds":{"left":0.58610374,"top":0.32402235,"width":0.40458778,"height":0.05027933},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.58610374,"top":0.32402235,"width":0.0023271276,"height":0.011173184}},{"char_start":1,"char_count":96,"bounds":{"left":0.58610374,"top":0.32402235,"width":0.21010639,"height":0.023942538}},{"char_start":97,"char_count":64,"bounds":{"left":0.58610374,"top":0.33758977,"width":0.1392952,"height":0.023942538}},{"char_start":161,"char_count":53,"bounds":{"left":0.58610374,"top":0.35115722,"width":0.11502659,"height":0.023942538}},{"char_start":214,"char_count":47,"bounds":{"left":0.58610374,"top":0.3639266,"width":0.10172872,"height":0.023942538}},{"char_start":261,"char_count":73,"bounds":{"left":0.58610374,"top":0.377494,"width":0.15924202,"height":0.023942538}},{"char_start":334,"char_count":47,"bounds":{"left":0.58610374,"top":0.39026338,"width":0.10172872,"height":0.023942538}},{"char_start":381,"char_count":29,"bounds":{"left":0.58610374,"top":0.4038308,"width":0.06216755,"height":0.023942538}},{"char_start":410,"char_count":27,"bounds":{"left":0.58610374,"top":0.41660017,"width":0.057513297,"height":0.023942538}},{"char_start":437,"char_count":29,"bounds":{"left":0.5880984,"top":0.4301676,"width":0.06017287,"height":0.0103751}},{"char_start":466,"char_count":1,"bounds":{"left":0.58610374,"top":0.45650437,"width":0.0023271276,"height":0.011173184}},{"char_start":467,"char_count":192,"bounds":{"left":0.5880984,"top":0.45650437,"width":0.4119016,"height":0.011173184}}],"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"bounds":{"left":0.57480055,"top":0.3982442,"width":0.014295213,"height":0.011971269},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.57480055,"top":0.3982442,"width":0.0029920214,"height":0.012769354}},{"char_start":1,"char_count":5,"bounds":{"left":0.5777925,"top":0.3982442,"width":0.011303191,"height":0.012769354}}],"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"bounds":{"left":0.59042555,"top":0.39984038,"width":0.11502659,"height":0.0103751},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.59042555,"top":0.39984038,"width":0.0023271276,"height":0.011173184}},{"char_start":1,"char_count":51,"bounds":{"left":0.5924202,"top":0.39984038,"width":0.11303192,"height":0.011173184}}],"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"bounds":{"left":0.5777925,"top":0.42617717,"width":0.0043218085,"height":0.011173184},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.5777925,"top":0.42697525,"width":0.0019946808,"height":0.0103751}},{"char_start":1,"char_count":1,"bounds":{"left":0.57978725,"top":0.42697525,"width":0.0023271276,"height":0.0103751}}],"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"bounds":{"left":0.58610374,"top":0.42617717,"width":0.40458778,"height":0.05027933},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"bounds":{"left":0.57480055,"top":0.50039905,"width":0.014295213,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"bounds":{"left":0.59042555,"top":0.5019952,"width":0.099734046,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"bounds":{"left":0.5777925,"top":0.5291301,"width":0.0043218085,"height":0.0103751},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"bounds":{"left":0.58610374,"top":0.5291301,"width":0.40458778,"height":0.05027933},"on_screen":true,"role_description":"text"},{"role":"AXTextArea","text":"⌘ Esc to focus or unfocus Claude","depth":24,"bounds":{"left":0.6665558,"top":0.9082203,"width":0.22539894,"height":0.0311253},"on_screen":true,"value":"⌘ Esc to focus or unfocus Claude","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"⌘ Esc to focus or unfocus Claude","depth":26,"bounds":{"left":0.6712101,"top":0.91779727,"width":0.06781915,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Add","depth":24,"bounds":{"left":0.6682181,"top":0.94413406,"width":0.008643617,"height":0.0207502},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Show command menu (/)","depth":23,"bounds":{"left":0.6775266,"top":0.94413406,"width":0.008643617,"height":0.0207502},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"bounds":{"left":0.69049203,"top":0.94413406,"width":0.032247342,"height":0.0207502},"on_screen":true,"help_text":"Showing Claude your current file selection (payments.js)","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":24,"bounds":{"left":0.69913566,"top":0.9489226,"width":0.020944148,"height":0.0103751},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Plan mode","depth":24,"bounds":{"left":0.85039896,"top":0.94413406,"width":0.029920213,"height":0.0207502},"on_screen":true,"help_text":"Claude will explore the code and present a plan before editing. Click to change, or press Shift+Tab to cycle.","role_description":"button","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Plan mode","depth":25,"bounds":{"left":0.8590425,"top":0.9489226,"width":0.01861702,"height":0.0103751},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Modes","depth":25,"bounds":{"left":0.78424203,"top":0.76775736,"width":0.011635638,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"⇧","depth":25,"bounds":{"left":0.8434175,"top":0.76935357,"width":0.0033244682,"height":0.009577015},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"+","depth":25,"bounds":{"left":0.8484042,"top":0.76855546,"width":0.0039893617,"height":0.009577015},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"tab","depth":25,"bounds":{"left":0.8540558,"top":0.76935357,"width":0.004986702,"height":0.009577015},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"to switch","depth":25,"bounds":{"left":0.8607048,"top":0.76855546,"width":0.015292553,"height":0.009577015},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Ask before edits Claude will ask for approval before making each edit","depth":25,"bounds":{"left":0.7815825,"top":0.7853152,"width":0.09707447,"height":0.037509978},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Ask before edits","depth":26,"bounds":{"left":0.79421544,"top":0.7885076,"width":0.029920213,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Claude will ask for approval before making each edit","depth":26,"bounds":{"left":0.79421544,"top":0.8012769,"width":0.0674867,"height":0.018355945},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Edit automatically Claude will edit your selected text or the whole file","depth":25,"bounds":{"left":0.7815825,"top":0.8244214,"width":0.09707447,"height":0.037509978},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Edit automatically","depth":26,"bounds":{"left":0.79421544,"top":0.8276137,"width":0.032579787,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Claude will edit your selected text or the whole file","depth":26,"bounds":{"left":0.79421544,"top":0.84038305,"width":0.064494684,"height":0.018355945},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Plan mode Claude will explore the code and present a plan before editing","depth":25,"bounds":{"left":0.7815825,"top":0.86352754,"width":0.09707447,"height":0.037509978},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Plan mode","depth":26,"bounds":{"left":0.79421544,"top":0.8667199,"width":0.019281914,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Claude will explore the code and present a plan before editing","depth":26,"bounds":{"left":0.79421544,"top":0.87948924,"width":0.06781915,"height":0.018355945},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Effort (High) Click a position to set effort level","depth":25,"bounds":{"left":0.7815825,"top":0.9114126,"width":0.09707447,"height":0.022346368},"on_screen":true,"help_text":"Click to cycle effort level","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Effort","depth":26,"bounds":{"left":0.79421544,"top":0.9169992,"width":0.010305851,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":26,"bounds":{"left":0.80585104,"top":0.9169992,"width":0.0016622341,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"High","depth":26,"bounds":{"left":0.8071808,"top":0.9169992,"width":0.008643617,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":")","depth":26,"bounds":{"left":0.81582445,"top":0.9169992,"width":0.0016622341,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Click a position to set effort level","depth":26,"bounds":{"left":0.8507314,"top":0.915403,"width":0.025265958,"height":0.014365523},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
CLAUDE CODE
CLAUDE CODE
payments.js, preview, Editor Group 1
…
payments.js, preview, Editor Group 1
Design new payment-logge…, Editor Group 2
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
Info: Setting up SSH Host nas: Setting up SSH tunnel
New session
Local
Local
Web
Web
Design new payment-logger and dsk-uploader hybrid app Rename session Delete session
Design new payment-logger and dsk-uploader hybrid app
Rename session
Delete session
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
⌘ Esc to focus or unfocus Claude
⌘ Esc to focus or unfocus Claude
Add
Show command menu (/)
payments.js
payments.js
Plan mode
Plan mode
Modes
⇧
+
tab
to switch
Ask before edits Claude will ask for approval before making each edit
Ask before edits
Claude will ask for approval before making each edit
Edit automatically Claude will edit your selected text or the whole file
Edit automatically
Claude will edit your selected text or the whole file
Plan mode Claude will explore the code and present a plan before editing
Plan mode
Claude will explore the code and present a plan before editing
Effort (High) Click a position to set effort level
Effort
(
High
)
Click a position to set effort level...
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SafariEditViewMistorbookmarksDevelooWindowmelp•••¢ SafariEditViewMistorbookmarksDevelooWindowmelp•••¢→ C• - hpanel.hostinger.com( Pull requests • screenpipe/screenpipe • GitHubHome | Hostinger@ Nginx Proxy ManagesScreenpipe - Archive® SQLite Web: archive.db@ SQLite Web: db.sqlitescreenpipe/.claude/skills at main • screenpipe/screenpDXP4800PLUS-B5F8V Оптичен интернет за лома - EON телевизия | VivacAFFiNE - All In One KnowledgeOS& All docs - AFFINEPayments Loaaer(NirDiamant/GenAl Aaentel Add SwarmScore - DortelNew Tab@ Location Loggel} Finance HubJ New Tabl100% C43 Fri 8 May 22:16:46hpanel.hostinger.com< Bookmarksv * FavouritesiCloud© GoogleAPP DEVChatgPTlDomov - HBO Max•la Tao Grouo FavouritesVE NAScm) HomePortainerNainx Proxy Manager(AppBitwarden Web vaultS, PDF StirlingG n8nA Jellyfin8 Immich@ CRMa GiteaI4 Images© DSK Uploaderowntracks recorderMap | Dawarich@ Audiobookshelff TubeArchivist:Beszelbook loreF Location Loager API - Sw.O Open WebUlPaperless-ngxHostingero Trilium Notes® Location Logger@ Outfit Manager® RemindersSE DDATONE hPanel - Hostingernullable CSV-only columns; INGEST rows store nulls. Avoids ainclude runnina balance).rence apps reauiredHDescriptionHealth checkSMS or structured ingest (source=INGEST)List with filters/sort/pagination (+ source filter)All tagsFilter options incl. sources arravSingle paymentUodate statusDeleteSend notificationSkin!Addluncert tadPamove taalDSK CSV file upload (source=UPLOAD)8 Sign In...
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SafariEditViewMistorbookmarksDevelooWindowmelp•••¢ SafariEditViewMistorbookmarksDevelooWindowmelp•••¢→ C• - hpanel.hostinger.com( Pull requests • screenpipe/screenpipe • GitHubHome | Hostinger@ Nginx Proxy ManagesScreenpipe - Archive® SQLite Web: archive.db@ SQLite Web: db.sqlitescreenpipe/.claude/skills at main • screenpipe/screenpDXP4800PLUS-B5F8V Оптичен интернет за лома - EON телевизия | VivacAFFiNE - All In One KnowledgeOS& All docs - AFFINEPayments Loaaer(NirDiamant/GenAl Aaentel Add SwarmScore - DortelNew Tab@ Location Loggel} Finance HubJ New Tabl100% C43 Fri 8 May 22:16:46hpanel.hostinger.com< Bookmarksv * FavouritesiCloud© GoogleAPP DEVChatgPTlDomov - HBO Max•la Tao Grouo FavouritesVE NAScm) HomePortainerNainx Proxy Manager(AppBitwarden Web vaultS, PDF StirlingG n8nA Jellyfin8 Immich@ CRMa GiteaI4 Images© DSK Uploaderowntracks recorderMap | Dawarich@ Audiobookshelff TubeArchivist:Beszelbook loreF Location Loager API - Sw.O Open WebUlPaperless-ngxHostingero Trilium Notes® Location Logger@ Outfit Manager® RemindersSE DDATONE hPanel - Hostingernullable CSV-only columns; INGEST rows store nulls. Avoids ainclude runnina balance).rence apps reauiredHDescriptionHealth checkSMS or structured ingest (source=INGEST)List with filters/sort/pagination (+ source filter)All tagsFilter options incl. sources arravSingle paymentUodate statusDeleteSend notificationSkin!Addluncert tadPamove taalDSK CSV file upload (source=UPLOAD)8 Sign In...
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Safari
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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Оптичен интернет за дома - EON телевизия | Vivacom | 5G
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Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"log.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 23rd September 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:18084","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"login.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 29th March 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Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"mcp.location.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 15th March 2026","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8052","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"n8n.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 17th July 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:5678","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"nas.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 28th July 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:9999","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"notes.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 31st October 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8085","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"obsidian.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 17th June 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:3421","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"outfit.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 25th March 2026","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8667","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"owntracks.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 12th August 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8083","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"paperless.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 25th October 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8777","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"payments.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 14th February 2026","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:3010","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Public","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Online","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"","depth":13,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pdf.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 19th June 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:7890","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Let's Encrypt","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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-4695909523463879976
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-7816247794120486593
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visual_change
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accessibility
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NULL
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Pull requests · screenpipe/screenpipe · GitHub
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Оптичен интернет за дома - EON телевизия | Vivacom | 5G
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Payments Logger
Payments Logger
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
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ai.chat.lakylak.xyz
Created: 10th March 2026
http://[IP_ADDRESS]:11000
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Public
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app.lakylak.xyz
Created: 19th July 2025
http://[IP_ADDRESS]:18083
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app.payments.lakylak.xyz
Created: 14th February 2026
http://[IP_ADDRESS]:5174
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Public
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app.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8766
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audiobook.lakylak.xyz
Created: 15th June 2025
http://192.168..242:13378
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auth.lakylak.xyz
Created: 30th March 2026
http://[IP_ADDRESS]:9100
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backup.lakylak.xyz
Created: 10th July 2025
http://[IP_ADDRESS]:9999
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beszel.lakylak.xyz
Created: 6th December 2025
http://[IP_ADDRESS]:8095
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bitwarden.lakylak.xyz
Created: 16th June 2025
http://[IP_ADDRESS]:9890
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book.lakylak.xyz
Created: 31st October 2025
http://[IP_ADDRESS]:6060
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crm.lakylak.xyz
Created: 25th July 2025
http://[IP_ADDRESS]:3353
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dawarich.lakylak.xyz
Created: 25th August 2025
http://[IP_ADDRESS]:3000
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Public
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db.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8767
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dsk-uploader.lakylak.xyz
Created: 15th August 2025
http://[IP_ADDRESS]:8502
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Public
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gitea.lakylak.xyz
Created: 18th July 2025
http://[IP_ADDRESS]:3052
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hydra.lakylak.xyz
Created: 29th March 2026
http://[IP_ADDRESS]:4444
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images.lakylak.xyz
Created: 17th June 2025
http://[IP_ADDRESS]:3474
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immich.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:8212
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jellyfin.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:8096
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lakylak.xyz
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http://[IP_ADDRESS]:9999
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Created: 13th December 2025
http://[IP_ADDRESS]:7461
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http://[IP_ADDRESS]:8050
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log.lakylak.xyz
Created: 23rd September 2025
http://[IP_ADDRESS]:18084
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login.lakylak.xyz
Created: 29th March 2026
http://[IP_ADDRESS]:4446
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mcp.location.lakylak.xyz
Created: 15th March 2026
http://[IP_ADDRESS]:8052
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n8n.lakylak.xyz
Created: 17th July 2025
http://[IP_ADDRESS]:5678
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nas.lakylak.xyz
Created: 28th July 2025
http://[IP_ADDRESS]:9999
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notes.lakylak.xyz
Created: 31st October 2025
http://[IP_ADDRESS]:8085
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obsidian.lakylak.xyz
Created: 17th June 2025
http://[IP_ADDRESS]:3421
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outfit.lakylak.xyz
Created: 25th March 2026
http://[IP_ADDRESS]:8667
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owntracks.lakylak.xyz
Created: 12th August 2025
http://[IP_ADDRESS]:8083
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paperless.lakylak.xyz
Created: 25th October 2025
http://[IP_ADDRESS]:8777
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payments.lakylak.xyz
Created: 14th February 2026
http://[IP_ADDRESS]:3010
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pdf.lakylak.xyz
Created: 19th June 2025
http://[IP_ADDRESS]:7890
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2026-05-09T06:42:24.862552+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778308944862_m2.jpg...
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Code
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Design new payment-logge… — finance [SSH: nas]
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True
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NULL
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monitor_2
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Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
remote SSH: nas
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write...
|
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Editor Group 1","depth":28,"bounds":{"left":0.11569149,"top":0.047885075,"width":0.0625,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":true,"is_expanded":false},{"role":"AXRadioButton","text":".env, Editor Group 1","depth":28,"bounds":{"left":0.17785904,"top":0.047885075,"width":0.040226065,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":29,"bounds":{"left":0.14527926,"top":0.07821229,"width":0.005319149,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXTextArea","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":28,"bounds":{"left":0.13763298,"top":0.26097366,"width":0.18018617,"height":0.014365523},"on_screen":true,"value":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","role_description":"editor","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":29,"bounds":{"left":0.13763298,"top":0.26097366,"width":0.18018617,"height":0.014365523},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Design new payment-logge…, Editor 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Problems","depth":16,"bounds":{"left":0.03025266,"top":0.98244214,"width":0.022606382,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":17,"bounds":{"left":0.031914894,"top":0.9848364,"width":0.005319149,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"0","depth":17,"bounds":{"left":0.03723404,"top":0.9856345,"width":0.004986702,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":17,"bounds":{"left":0.041888297,"top":0.9848364,"width":0.0056515955,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"0","depth":17,"bounds":{"left":0.04720745,"top":0.9856345,"width":0.0039893617,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"No Ports Forwarded","depth":16,"bounds":{"left":0.054521278,"top":0.98244214,"width":0.012632979,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":17,"bounds":{"left":0.05618351,"top":0.9848364,"width":0.0056515955,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"0","depth":17,"bounds":{"left":0.061502658,"top":0.9856345,"width":0.0039893617,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Notifications","depth":16,"bounds":{"left":0.9886968,"top":0.98244214,"width":0.010638298,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sign In","depth":16,"bounds":{"left":0.9650931,"top":0.98244214,"width":0.022606382,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":17,"bounds":{"left":0.96675533,"top":0.9848364,"width":0.0056515955,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Sign In","depth":17,"bounds":{"left":0.97207445,"top":0.9856345,"width":0.013962766,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"bounds":{"left":0.55984044,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.9780585,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9886968,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
remote SSH: nas
SSH: nas
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write...
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Design new payment-logge… — finance [SSH: nas]
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Explorer (⇧⌘E)
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Do you want to install the recommended 'Rainbow CSV' extension from mechatroner for report(1).csv?
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs...
|
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In","depth":16,"bounds":{"left":0.9650931,"top":0.98244214,"width":0.022606382,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":17,"bounds":{"left":0.96675533,"top":0.9848364,"width":0.0056515955,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Sign In","depth":17,"bounds":{"left":0.97207445,"top":0.9856345,"width":0.013962766,"height":0.011173184},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.97207445,"top":0.9856345,"width":0.0013297872,"height":0.011173184}},{"char_start":1,"char_count":6,"bounds":{"left":0.9734042,"top":0.9856345,"width":0.010638298,"height":0.011173184}}],"role_description":"text"},{"role":"AXStaticText","text":"Info: Do you want to install the recommended 'Rainbow CSV' extension from mechatroner for report(1).csv?","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"bounds":{"left":0.55984044,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"bounds":{"left":0.9780585,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"bounds":{"left":0.9886968,"top":0.08060654,"width":0.00930851,"height":0.022346368},"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). 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The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:46<br/>Авт. код: 36C1UB","","","","","","","5,02",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:36<br/>Авт. код: 5CK9TB","","","","","","","15,46",""
"08.05.2026","400915xxxxxx4447 ПОС 08.05.2026 18:07<br/>Авт. код: 8FK4TB","","","","","","","9,04",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32<br/>Авт. код: 6NM31C<br/>Номер на у-во: V5411421","BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR","","КАРТОВА ОПЕРАЦИЯ","","","","67,81",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02<br/>Авт. код: 7NE8N7<br/>Номер на у-во: 10101446","BGR SOFIA CBA EKO MARKET","","КАРТОВА ОПЕРАЦИЯ","","","","5,51",""
"08.05.2026","400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16<br/>Авт. код: 1TV886<br/>Номер на у-во: 06030191","POL BALICE Lagardere Travel R KR3","","КАРТОВА ОПЕРАЦИЯ","","","","5,49",""
Design new payment-logge…, Editor Group 2
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Info: Do you want to install the recommended 'Rainbow CSV' extension from mechatroner for report(1).csv?
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs...
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Implement Authentik inte… — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 10 pending changes
10
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
mcp
scripts
.env
.env.example
M
.gitignore
M
docker-compose.yml
M
README.md
sms_export.json
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
.env.example, preview, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
sms_export.json, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS]
# Secret key — generate with: openssl rand -base64 36
[ENV_SECRET]
# Public URL authentik is reachable at (used for redirects and the outpost)
AUTHENTIK_HOST=[URL_WITH_CREDENTIALS] version 2>/dev/null && node --version
Copy code to clipboard
OUT
Exit code 127
Bash
Verify public path configuration
IN
# Check if the upload endpoints are really public
grep -n 'PUBLIC_PATHS\|upload\|ingest' /volume2/docker/finance/finance-hub/backend/src/auth.js
Copy code to clipboard
OUT
<tool_use_error>Cancelled: parallel tool call Bash(npm view @modelcontextprotocol/sdk versi…) errored</tool_use_error>
Bash
Check node version and MCP SDK latest
IN
node --version 2>/dev/null && python3 -c "import urllib.request; import json; d=json.loads(urllib.request.urlopen('[URL_WITH_CREDENTIALS] "^1.29.0"
},
"engines": {
"node": ">=18"
}
}
Write
server.js
server.js
236 lines
import { Server } from '@modelcontextprotocol/sdk/server/index.js';
import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
import {
CallToolRequestSchema,
ListToolsRequestSchema,
} from '@modelcontextprotocol/sdk/types.js';
const BASE_URL = (process.env.FINANCE_HUB_URL || '[URL_WITH_CREDENTIALS] '^1.29.0'}
Thinking
Thinking
Good. Now let me test the MCP server can at least start and call the health check:
Bash
Smoke test MCP server startup
IN
FINANCE_HUB_URL=http://localhost:3001 [ENV_SECRET] \
echo '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}' | timeout 5 node server.js 2>/dev/null | head -3 || echo "NODE test (expected timeout on stdin wait)"
Copy code to clipboard
OUT
{"result":{"tools":[{"name":"list_transactions","description":"List finance transactions with optional filters. Returns paginated results including total amount for the filtered set.","inputSchema":{"type":"object","properties":{"page":{"type":"number","description":"Page number (default 1)"},"limit":{"type":"number","description":"Results per page, max 200 (default 50)"},"dateFrom":{"type":"string","description":"Start date YYYY-MM-DD (inclusive)"},"dateTo":{"type":"string","description":"End date YYYY-MM-DD (inclusive)"},"tag":{"type":"string","description":"Filter by tag name"},"recipient":{"type":"string","description":"Substring match on payee name"},"type":{"type":"string","description":"Transaction type: POS | ATM | WALLET"},"source":{"type":"string","description":"Import source: INGEST | UPLOAD"},"search":{"type":"string","description":"Full-text search across rawMessage and recipient"},"hideBalanceAlerts":{"type":"boolean","description":"Exclude balance-notification SMS (default false)"},"sortBy":{"type":"string","description":"Sort field: date | amount | recipient | createdAt"},"sortDir":{"type":"string","description":"asc or desc (default desc)"}}}},{"name":"spending_by_tag","description":"Aggregate spending totals by tag for a date range. Fetches up to 200 transactions and groups them. Good for monthly summaries.","inputSchema":{"type":"object","properties":{"dateFrom":{"type":"string","description":"Start date YYYY-MM-DD"},"dateTo":{"type":"string","description":"End date YYYY-MM-DD"}}}},{"name":"get_transaction","description":"Get a single transaction by its numeric ID.","inputSchema":{"type":"object","required":["id"],"properties":{"id":{"type":"number","description":"Transaction import ID"}}}},{"name":"list_tags","description":"List all available tags with their colors.","inputSchema":{"type":"object","properties":{}}},{"name":"add_tag","description":"Add a tag to a transaction. Creates the tag globally if it does not exist.","inputSchema":{"type":"object","required":["id","name"],"properties":{"id":{"type":"number","description":"Transaction ID"},"name":{"type":"string","description":"Tag name (e.g. \"Groceries\")"},"color":{"type":"string","description":"Hex color (e.g. \"#22c55e\"). Optional — auto-assigned if omitted."}}}},{"name":"remove_tag","description":"Remove a tag from a transaction.","inputSchema":{"type":"object","required":["id","tagId"],"properties":{"id":{"type":"number","description":"Transaction ID"},"tagId":{"type":"number","description":"Tag ID (from list_tags or the transaction object)"}}}},{"name":"health_check","description":"Check Finance Hub backend connectivity and database status.","inputSchema":{"type":"object","properties":{}}}]},"jsonrpc":"2.0","id":1}
Thinking
Thinking
MCP server responds correctly. Now test an actual tool call:
Bash
Test MCP health_check tool against live backend
IN
\
printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"health_check","arguments":{}}}\n' | \
FINANCE_HUB_URL=http://localhost:3001 [ENV_SECRET] \
timeout 5 node server.js 2>/dev/null | tail -1 | python3 -c "import sys,json; d=json.load(sys.stdin); print(d['result']['content'][0]['text'])"
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OUT
{
"status": "ok",
"timestamp": "2026-05-09T16:19:09.977Z",
"storage": {
"type": "PostgreSQL",
"host": "db",
"database": "finance_hub"
}
}
Bash
Rebuild backend with API key auth changes
IN
# Test the API key auth directly against the backend (backend still has DEV_BYPASS_AUTH=true, need to restart first)
# First rebuild with the new code
cd /volume2/docker/finance/finance-hub && docker compose up -d --build backend 2>&1 | tail -8
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OUT
time="2026-05-09T19:19:13+03:00" level=warning msg="/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete"
permission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Get "http://%2Fvar%2Frun%2Fdocker.sock/v1.45/containers/json?all=1&filters=%7B%22label%22%3A%7B%22com.docker.compose.config-hash%22%3Atrue%2C%22com.docker.compose.project%3Dfinance-hub%22%3Atrue%7D%7D": dial unix /var/run/docker.sock: connect: permission denied
Bash
Rebuild backend with sudo
IN
sudo docker compose -f /volume2/docker/finance/finance-hub/docker-compose.yml up -d --build backend 2>&1 | tail -10
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OUT
sudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper
sudo: a password is required
Thinking
Thinking
Docker needs sudo+password. Let me verify the auth changes are correct by testing the logic directly:
Bash
Unit test the auth middleware logic
IN
node - << 'EOF'
// Simulate the auth middleware logic
const [ENV_SECRET];
process.env.API_KEY = API_KEY;
const { authentikMiddleware } = require('/volume2/docker/finance/finance-hub/backend/src/auth.js');
function testReq(path, headers = {}) {
const res = { status(code) { this.code = code; return this; }, json(body) { return body; } };
const req = { path, headers };
let passed = false;
authentikMiddleware(req, res, () => { passed = true; });
return { passed, code: res.code, user: req.user };
}
// Public path — no auth needed
let r = testReq('/api/health', {});
console.assert(r.passed, 'health should be public');
console.log('✓ /api/health is public');
// Valid API key
r = testReq('/api/payments', { authorization: `Bearer ${API_KEY}` });
console.assert(r.passed, 'valid key should pass');
console.assert(r.user.username === 'api-key', 'api user');
console.log('✓ valid API key passes');
// Wrong API key
r = testReq('/api/payments', { authorization: 'Bearer wrongkey' });
console.assert(!r.passed, 'wrong key should fail');
console.assert(r.code === 401, '401 on bad key');
console.log('✓ wrong API key returns 401');
// No auth + no bypass + no authentik header
process.env.DEV_BYPASS_AUTH = 'false';
r = testReq('/api/payments', {});
console.assert(!r.passed && r.code === 401, 'no creds → 401');
console.log('✓ no credentials returns 401');
// Upload endpoints no longer public
r = testReq('/api/upload/csv', {});
console.assert(!r.passed && r.code === 401, 'upload/csv requires auth');
console.log('✓ /api/upload/csv now requires auth (was public, now fixed)');
// Authentik header pass-through
r = testReq('/api/payments', { 'x-authentik-username': 'lukastest', 'x-authentik-email': '[EMAIL]' });
console.assert(r.passed && r.user.username === 'lukastest', 'authentik header works');
console.log('✓ Authentik X-authentik-username header works');
console.log('\nAll auth tests passed.');
EOF
Copy code to clipboard
OUT
✓ /api/health is public
✓ valid API key passes
✓ wrong API key returns 401
✓ no credentials returns 401
✓ /api/upload/csv now requires auth (was public, now fixed)
✓ Authentik X-authentik-username header works
All auth tests passed.
All auth cases pass. Now test the MCP spending_by_tag tool against the live backend (with DEV_BYPASS_AUTH still on):
Bash
Test spending_by_tag MCP tool against live backend
IN
cd /volume2/docker/finance/finance-hub/mcp && \
printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"spending_by_tag","arguments":{"dateFrom":"2026-05-01","dateTo":"2026-05-09"}}}\n' | \
FINANCE_HUB_URL=http://localhost:3001 [ENV_SECRET] \
timeout 8 node server.js 2>/dev/null | grep '"id":2' | python3 -c "import sys,json; d=json.load(sys.stdin); print(d['result']['content'][0]['text'][:500])"
Copy code to clipboard
OUT
{
"period": {
"from": "2026-05-01",
"to": "2026-05-09"
},
"totalTransactions": 36,
"breakdown": [
{
"tag": "Bills",
"total": 117.9,
"count": 6
},
{
"tag": "(untagged)",
"total": 1153.87,
"count": 22
}
]
}
MCP tools work correctly against real data. Let me write the Claude desktop config example and the
.gitignore
for the mcp dir:
Write
claude_desktop_config.example.json
claude_desktop_config.example.json
14 lines
{
"_comment": "Add this block to ~/.config/claude/claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json)",
"mcpServers": {
"finance-hub": {
"command": "node",
"args": ["/volume2/docker/finance/finance-hub/mcp/server.js"],
"env": {
"FINANCE_HUB_URL": "http://localhost:3001",
"FINANCE_HUB_API_KEY": "94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c"
}
}
}
}
Write
.gitignore
.gitignore
2 lines
node_modules/
Update Todos
Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS
Update index.js: add CORS origin restriction via env var
Update .env and .env.example with API_KEY variable
Build MCP server (stdio, Claude desktop compatible)
Test: restart backend, verify API key auth and MCP connection
Now let me save relevant project context to memory:
Read
MEMORY.md
MEMORY.md
Write
MEMORY.md
MEMORY.md
4 lines
# Memory Index
- [project_finance_hub.md](project_finance_hub.md) — Finance Hub architecture, auth design, MCP server, API key setup
Write
project_finance_hub.md
project_finance_hub.md
35 lines
---
name: Finance Hub project state
description: Architecture, auth design, API key, MCP server location and tools for the finance-hub project
type: project
---
Finance Hub is a personal finance tracker at `/volume2/docker/finance/finance-hub/`.
**Running services** (as of 2026-05-09):
- Backend: port 3001 (Express/Prisma, PostgreSQL)
- Frontend: port 5175 (React/Vite)
- Adminer: port 8092
- Authentik: port 9100 (auth.lakylak.xyz, tag 2026.2.1)
**Auth design:**
- Production: NPM (Nginx Proxy Manager) + Authentik forward-auth outpost → injects `X-authentik-username` header
- `DEV_BYPASS_AUTH=true` is currently set in `.env` — app runs without real auth
- API key auth added: `Authorization: Bearer <API_KEY>` bypasses Authentik header check (used by MCP/scripts)
- API_KEY in `.env`: `94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c`
**Public endpoints** (no auth): `/api/health`, `/api/payments/ingest`
**Security fix applied (2026-05-09):** Removed `/api/upload/csv` and `/api/upload/preview` from PUBLIC_PATHS — they were incorrectly public.
**MCP server:** `/volume2/docker/finance/finance-hub/mcp/server.js`
- Stdio transport, works with Claude desktop
- Tools: list_transactions, spending_by_tag, get_transaction, list_tags, add_tag, remove_tag, health_check
- Env: FINANCE_HUB_URL, FINANCE_HUB_API_KEY
- Config example: `mcp/claude_desktop_config.example.json`
**To enable real Authentik auth:** Set `DEV_BYPASS_AUTH=false` in `.env`, configure NPM proxy host for finance-hub w...
|
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I want to be able to connect using authentik. REveiw copy of the project in auth folder. Lets test it and establish security. There should be simple way to reauthorize automatically for api and also there should be claude chat compatible mcp with autorization that si stable. Think about it test it and then provide suggestions","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me explore the project structure first, particularly the auth folder.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List finance directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/finance -type f | head -80 && echo \"---\" && ls /volume2/docker/finance/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/finance/payments-logger/.env\n/volume2/docker/finance/payments-logger/.env.example\n/volume2/docker/finance/payments-logger/.gitignore\n/volume2/docker/finance/payments-logger/API.md\n/volume2/docker/finance/payments-logger/README.md\n/volume2/docker/finance/payments-logger/docker-compose.yml\n/volume2/docker/finance/auth/.env\n/volume2/docker/finance/auth/.env.example\n/volume2/docker/finance/auth/README.md\n/volume2/docker/finance/auth/docker-compose.yml\n/volume2/docker/finance/dsk-uploader/.gitignore\n/volume2/docker/finance/dsk-uploader/README.md\n/volume2/docker/finance/dsk-uploader/USAGE.md\n/volume2/docker/finance/dsk-uploader/app.py\n/volume2/docker/finance/dsk-uploader/app_flask.py\n/volume2/docker/finance/dsk-uploader/dskuploader.py\n/volume2/docker/finance/dsk-uploader/requirements.txt\n/volume2/docker/finance/dsk-uploader/.env\n/volume2/docker/finance/dsk-uploader/.env.example\n/volume2/docker/finance/dsk-uploader/Dockerfile\n/volume2/docker/finance/dsk-uploader/docker-compose.yml\n/volume2/docker/finance/dsk-uploader/.dockerignore\n/volume2/docker/finance/finance-hub/.env.example\n/volume2/docker/finance/finance-hub/.gitignore\n/volume2/docker/finance/finance-hub/.env\n/volume2/docker/finance/finance-hub/docker-compose.yml\n/volume2/docker/finance/finance-hub/sms_export.json\n/volume2/docker/finance/finance-hub/README.md\n/volume2/docker/finance/payments-logger/.claude/settings.local.json\n/volume2/docker/finance/payments-logger/backend/.dockerignore\n/volume2/docker/finance/payments-logger/backend/Dockerfile\n/volume2/docker/finance/payments-logger/backend/package.json\n/volume2/docker/finance/finance-hub/backend/package.json\n/volume2/docker/finance/finance-hub/backend/Dockerfile\n/volume2/docker/finance/finance-hub/frontend/package.json\n/volume2/docker/finance/finance-hub/frontend/Dockerfile\n/volume2/docker/finance/finance-hub/frontend/vite.config.js\n/volume2/docker/finance/finance-hub/frontend/tailwind.config.js\n/volume2/docker/finance/finance-hub/frontend/postcss.config.js\n/volume2/docker/finance/finance-hub/frontend/index.html\n/volume2/docker/finance/finance-hub/scripts/reimport_sms.sh\n/volume2/docker/finance/finance-hub/.git/description\n/volume2/docker/finance/finance-hub/.git/HEAD\n/volume2/docker/finance/finance-hub/.git/COMMIT_EDITMSG\n/volume2/docker/finance/finance-hub/.git/index\n/volume2/docker/finance/finance-hub/.git/hooks/post-update.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-applypatch.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-commit.sample\n/volume2/docker/finance/finance-hub/.git/hooks/applypatch-msg.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-rebase.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-merge-commit.sample\n/volume2/docker/finance/finance-hub/.git/hooks/update.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-push.sample\n/volume2/docker/finance/finance-hub/.git/hooks/push-to-checkout.sample\n/volume2/docker/finance/finance-hub/.git/hooks/prepare-commit-msg.sample\n/volume2/docker/finance/finance-hub/.git/hooks/commit-msg.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-receive.sample\n/volume2/docker/finance/finance-hub/.git/hooks/fsmonitor-watchman.sample\n/volume2/docker/finance/finance-hub/.git/logs/HEAD\n/volume2/docker/finance/payments-logger/frontend/.dockerignore\n/volume2/docker/finance/payments-logger/frontend/Dockerfile\n/volume2/docker/finance/payments-logger/frontend/index.html\n/volume2/docker/finance/payments-logger/frontend/package.json\n/volume2/docker/finance/payments-logger/frontend/postcss.config.js\n/volume2/docker/finance/payments-logger/frontend/tailwind.config.js\n/volume2/docker/finance/payments-logger/frontend/vite.config.js\n/volume2/docker/finance/finance-hub/.git/config\n/volume2/docker/finance/payments-logger/auth/.env\n/volume2/docker/finance/payments-logger/auth/.env.example\n/volume2/docker/finance/payments-logger/auth/README.md\n/volume2/docker/finance/auth/auth/.env\n/volume2/docker/finance/auth/auth/.env.example\n/volume2/docker/finance/auth/auth/docker-compose.yml\n/volume2/docker/finance/auth/auth/README.md\n/volume2/docker/finance/dsk-uploader/.git/description\n/volume2/docker/finance/dsk-uploader/.git/packed-refs\n/volume2/docker/finance/dsk-uploader/.git/HEAD\n/volume2/docker/finance/dsk-uploader/.git/FETCH_HEAD\n/volume2/docker/finance/dsk-uploader/.git/index\n/volume2/docker/finance/dsk-uploader/.git/COMMIT_EDITMSG\n---\nauth\ndsk-uploader\nfinance-hub\npayments-logger","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me dive into the auth folder and the existing backend auth setup.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read auth env examples and nested auth config","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cat /volume2/docker/finance/auth/.env.example && echo \"===\" && cat /volume2/docker/finance/auth/auth/.env.example 2>/dev/null && echo \"===\" && cat /volume2/docker/finance/auth/auth/docker-compose.yml 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Copy this file to .env and fill in all values before starting\n\n# ── Image versions ───────────────────────────────────────────────────────────\n# Pinned tag applied to server, worker, AND outpost — they must always match.\n# To upgrade: change this one value and run: docker compose pull && docker compose up -d\n# Check releases: https://github.com/goauthentik/authentik/releases\nAUTHENTIK_TAG=2026.2.1\n\n# ── Database ──────────────────────────────────────────────────────────────────\n# Strong password for the PostgreSQL authentik database\n# Used by the postgres container and all authentik services\nPG_PASS=\n\n# ── Authentik core ────────────────────────────────────────────────────────────\n# Cryptographic secret — NEVER share or commit this\n# Generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=\n\n# Full public HTTPS URL where authentik is reachable\n# Must match the domain you configure in NPM\n# Used for OAuth redirects and by the outpost to contact the server\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# ── Bootstrap (first-start only) ─────────────────────────────────────────────\n# If set, authentik creates this admin account automatically on first boot.\n# You can leave these empty and use the /if/flow/initial-setup/ URL instead.\nAUTHENTIK_BOOTSTRAP_EMAIL=you@example.com\nAUTHENTIK_BOOTSTRAP_PASSWORD=\n\n# ── Outpost ───────────────────────────────────────────────────────────────────\n# Token for the proxy outpost container.\n# Leave as \"placeholder\" on first deploy — the outpost will fail to connect\n# until you create it in the UI and paste the real token here (see README step 6).\nAUTHENTIK_OUTPOST_TOKEN=placeholder\n===\n# Copy this file to .env and fill in all values before starting\n\n# ── Image versions ───────────────────────────────────────────────────────────\n# Pinned tag applied to server, worker, AND outpost — they must always match.\n# To upgrade: change this one value and run: docker compose pull && docker compose up -d\n# Check releases: https://github.com/goauthentik/authentik/releases\nAUTHENTIK_TAG=2026.2.1\n\n# ── Database ──────────────────────────────────────────────────────────────────\n# Strong password for the PostgreSQL authentik database\n# Used by the postgres container and all authentik services\nPG_PASS=\n\n# ── Authentik core ────────────────────────────────────────────────────────────\n# Cryptographic secret — NEVER share or commit this\n# Generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=\n\n# Full public HTTPS URL where authentik is reachable\n# Must match the domain you configure in NPM\n# Used for OAuth redirects and by the outpost to contact the server\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# ── Bootstrap (first-start only) ─────────────────────────────────────────────\n# If set, authentik creates this admin account automatically on first boot.\n# You can leave these empty and use the /if/flow/initial-setup/ URL instead.\nAUTHENTIK_BOOTSTRAP_EMAIL=you@example.com\nAUTHENTIK_BOOTSTRAP_PASSWORD=\n\n# ── Outpost ───────────────────────────────────────────────────────────────────\n# Token for the proxy outpost container.\n# Leave as \"placeholder\" on first deploy — the outpost will fail to connect\n# until you create it in the UI and paste the real token here (see README step 6).\nAUTHENTIK_OUTPOST_TOKEN=placeholder\n===\nservices:\n\n postgresql:\n image: docker.io/library/postgres:16-alpine\n container_name: Authentik-DB\n hostname: authentik-db\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}\"]\n interval: 5s\n timeout: 5s\n retries: 5\n environment:\n POSTGRES_PASSWORD: ${PG_PASS}\n POSTGRES_USER: authentik\n POSTGRES_DB: authentik\n volumes:\n - /volume2/docker/auth/db:/var/lib/postgresql/data\n networks:\n - authentik_internal\n\n redis:\n image: docker.io/library/redis:alpine\n container_name: Authentik-REDIS\n hostname: authentik-redis\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"redis-cli ping | grep PONG\"]\n interval: 5s\n timeout: 3s\n retries: 5\n networks:\n - authentik_internal\n\n server:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Server\n hostname: authentik-server\n restart: unless-stopped\n command: server\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n AUTHENTIK_ERROR_REPORTING__ENABLED: \"false\"\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}\n AUTHENTIK_BOOTSTRAP_PASSWORD: ${AUTHENTIK_BOOTSTRAP_PASSWORD}\n ports:\n - \"9100:9000\"\n volumes:\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n - proxy\n\n worker:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Worker\n hostname: authentik-worker\n restart: unless-stopped\n command: worker\n user: root\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n volumes:\n - /var/run/docker.sock:/var/run/docker.sock\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/certs:/certs\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n\n outpost:\n image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}\n container_name: Authentik-Outpost\n hostname: authentik-outpost\n restart: unless-stopped\n environment:\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_INSECURE: \"false\"\n AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}\n ports:\n - \"9101:9000\"\n depends_on:\n - server\n networks:\n - authentik_internal\n - proxy\n\nnetworks:\n authentik_internal:\n internal: true\n proxy:\n external: true","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me look at the backend auth code and the current services.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List backend and frontend source files","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/finance/finance-hub/backend -type f | sort && echo \"===\" && find /volume2/docker/finance/finance-hub/frontend/src -type f | sort 2>/dev/null || find /volume2/docker/finance/finance-hub/frontend -type f | sort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/finance/finance-hub/backend/Dockerfile\n/volume2/docker/finance/finance-hub/backend/package.json\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init/migration.sql\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260509_refactor/migration.sql\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/migration_lock.toml\n/volume2/docker/finance/finance-hub/backend/prisma/schema.prisma\n/volume2/docker/finance/finance-hub/backend/src/auth.js\n/volume2/docker/finance/finance-hub/backend/src/csvParser.js\n/volume2/docker/finance/finance-hub/backend/src/index.js\n/volume2/docker/finance/finance-hub/backend/src/parser.js\n/volume2/docker/finance/finance-hub/backend/src/routes/payments.js\n/volume2/docker/finance/finance-hub/backend/src/routes/upload.js\n/volume2/docker/finance/finance-hub/backend/src/utils/linkTransaction.js\n/volume2/docker/finance/finance-hub/backend/src/utils/recipientTags.js\n===\n/volume2/docker/finance/finance-hub/frontend/src/App.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/FilterBar.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentCard.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentList.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentTable.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/SettingsPanel.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/UploadPanel.jsx\n/volume2/docker/finance/finance-hub/frontend/src/hooks/useSettings.js\n/volume2/docker/finance/finance-hub/frontend/src/index.css\n/volume2/docker/finance/finance-hub/frontend/src/main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check running Docker containers","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"docker ps --format \"table {{.Names}}\\t{{.Status}}\\t{{.Ports}}\" 2>/dev/null | head -30","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check all Docker containers","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"docker ps -a --format \"table {{.Names}}\\t{{.Status}}\\t{{.Ports}}\" 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check status of auth and finance-hub Docker services","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/auth && docker compose ps 2>/dev/null || echo \"NOT RUNNING\"\necho \"===\"\ncd /volume2/docker/finance/finance-hub && docker compose ps 2>/dev/null || echo \"NOT RUNNING\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"NOT RUNNING\n===\nNOT RUNNING","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me check a few more details before forming recommendations.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check payments-logger auth config","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cat /volume2/docker/finance/payments-logger/auth/.env.example 2>/dev/null && echo \"===\" && cat /volume2/docker/finance/payments-logger/auth/.env 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Copy this file to .env and fill in all values before starting\n\n# ── Image versions ───────────────────────────────────────────────────────────\n# Pinned tag applied to server, worker, AND outpost — they must always match.\n# To upgrade: change this one value and run: docker compose pull && docker compose up -d\n# Check releases: https://github.com/goauthentik/authentik/releases\nAUTHENTIK_TAG=2026.2.1\n\n# ── Database ──────────────────────────────────────────────────────────────────\n# Strong password for the PostgreSQL authentik database\n# Used by the postgres container and all authentik services\nPG_PASS=\n\n# ── Authentik core ────────────────────────────────────────────────────────────\n# Cryptographic secret — NEVER share or commit this\n# Generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=\n\n# Full public HTTPS URL where authentik is reachable\n# Must match the domain you configure in NPM\n# Used for OAuth redirects and by the outpost to contact the server\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# ── Bootstrap (first-start only) ─────────────────────────────────────────────\n# If set, authentik creates this admin account automatically on first boot.\n# You can leave these empty and use the /if/flow/initial-setup/ URL instead.\nAUTHENTIK_BOOTSTRAP_EMAIL=you@example.com\nAUTHENTIK_BOOTSTRAP_PASSWORD=\n\n# ── Outpost ───────────────────────────────────────────────────────────────────\n# Token for the proxy outpost container.\n# Leave as \"placeholder\" on first deploy — the outpost will fail to connect\n# until you create it in the UI and paste the real token here (see README step 6).\nAUTHENTIK_OUTPOST_TOKEN=placeholder\n===\n# Authentik image tag — applies to server, worker, AND outpost (must all match)\n# Check latest: https://github.com/goauthentik/authentik/releases\n# Example: 2024.12.3\nAUTHENTIK_TAG=2026.2.1\n\n# PostgreSQL password — used by both postgres and authentik server/worker\nPG_PASS=Og8L5@a1QA6u\n\n# Secret key — generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=Uq6Mc2oI6zeWtoZcCy+Dw+IdNJ80yIMZk5ZgsP/tYmopFmhB/RHxbN7TNFZDNR1wrao=\n\n# Public URL authentik is reachable at (used for redirects and the outpost)\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# Bootstrap admin account created on first start (can be left empty to set via UI)\nAUTHENTIK_BOOTSTRAP_EMAIL=kovaliklukas@proton.me\nAUTHENTIK_BOOTSTRAP_PASSWORD=3bAc4Jcs\n\n# Outpost token — leave as placeholder until you create the outpost in the Authentik UI\n# See README.md step 6 for how to get this value\nAUTHENTIK_OUTPOST_TOKEN=H7Ppl2ps6h6e1mJ0CwXXoklQScbFJ1gT5WYXErtaRRQz5ukWfES78OXLVz6S","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test if Authentik and finance backend are reachable","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"curl -s --max-time 3 http://localhost:9100/api/v3/core/applications/ 2>/dev/null | head -20 || echo \"Authentik not reachable on 9100\"\ncurl -s --max-time 3 http://localhost:3001/api/health 2>/dev/null | head -5 || echo \"Finance backend not reachable on 3001\"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\"detail\":\"Authentication credentials were not provided.\"}{\"status\":\"ok\",\"timestamp\":\"2026-05-09T16:02:54.094Z\",\"storage\":{\"type\":\"PostgreSQL\",\"host\":\"db\",\"database\":\"finance_hub\"}}","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Both Authentik (port 9100) and finance backend (port 3001) are running. Let me test the actual auth state and check CORS config.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test backend auth bypass and Authentik health","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Test that backend accepts requests without auth (DEV_BYPASS_AUTH=true)\ncurl -s http://localhost:3001/api/payments?limit=1 | python3 -c \"import sys,json; d=json.load(sys.stdin); print('AUTH BYPASS ACTIVE - got', d.get('total','?'), 'records')\" 2>/dev/null || echo \"Error parsing\"\n\n# Test Authentik health\ncurl -s --max-time 3 http://localhost:9100/-/health/ready/ && echo \"Authentik ready\"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AUTH BYPASS ACTIVE - got 235 records\nAuthentik ready","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good picture. Let me now check the latest MCP SDK version before building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check MCP SDK latest version and node version","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"npm view @modelcontextprotocol/sdk version 2>/dev/null && node --version","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 127","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verify public path configuration","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Check if the upload endpoints are really public\ngrep -n 'PUBLIC_PATHS\\|upload\\|ingest' /volume2/docker/finance/finance-hub/backend/src/auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<tool_use_error>Cancelled: parallel tool call Bash(npm view @modelcontextprotocol/sdk versi…) errored</tool_use_error>","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check node version and MCP SDK latest","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"node --version 2>/dev/null && python3 -c \"import urllib.request; import json; d=json.loads(urllib.request.urlopen('https://registry.npmjs.org/@modelcontextprotocol/sdk/latest').read()); print(d['version'])\" 2>/dev/null || echo \"no npm/network\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"v18.20.4\n1.29.0","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update index.js: add CORS origin restriction via env var","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update .env and .env.example with API_KEY variable","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build MCP server (stdio, Claude desktop compatible)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test: restart backend, verify API key auth and MCP connection","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Edit","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Added 18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update index.js: add CORS origin restriction via env var","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update .env and .env.example with API_KEY variable","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build MCP server (stdio, Claude desktop compatible)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test: restart backend, verify API key auth and MCP connection","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Edit","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Added 3 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update index.js: add CORS origin restriction via env var","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update .env and .env.example with API_KEY variable","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build MCP server (stdio, Claude desktop compatible)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test: restart backend, verify API key auth and MCP connection","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Generate a secure API key","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"openssl rand -hex 32","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Edit","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Added 4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Edit","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Added 12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Also need to pass","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"API_KEY","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CORS_ORIGIN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"through docker-compose:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Edit","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Added 3 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update index.js: add CORS origin restriction via env var","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update .env and .env.example with API_KEY variable","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build MCP server (stdio, Claude desktop compatible)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test: restart backend, verify API key auth and MCP connection","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now building the MCP server:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create MCP directory","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/mcp && ls /volume2/docker/finance/finance-hub/mcp","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"17 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-mcp\",\n \"version\": \"1.0.0\",\n \"description\": \"MCP server for Finance Hub — exposes transaction tools to Claude\",\n \"main\": \"server.js\",\n \"type\": \"module\",\n \"scripts\": {\n \"start\": \"node server.js\"\n },\n \"dependencies\": {\n \"@modelcontextprotocol/sdk\": \"^1.29.0\"\n },\n \"engines\": {\n \"node\": \">=18\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"server.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"server.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"236 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { Server } from '@modelcontextprotocol/sdk/server/index.js';\nimport { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';\nimport {\n CallToolRequestSchema,\n ListToolsRequestSchema,\n} from '@modelcontextprotocol/sdk/types.js';\n\nconst BASE_URL = (process.env.FINANCE_HUB_URL || 'http://localhost:3001').replace(/\\/$/, '');\nconst API_KEY = process.env.FINANCE_HUB_API_KEY;\n\nif (!API_KEY) {\n process.stderr.write('Warning: FINANCE_HUB_API_KEY not set — requests will fail if DEV_BYPASS_AUTH is off\\n');\n}\n\n// ── HTTP helper ───────────────────────────────────────────────────────────────\n\nasync function api(path, opts = {}) {\n const headers = { 'Content-Type': 'application/json' };\n if (API_KEY) headers['Authorization'] = `Bearer ${API_KEY}`;\n\n const res = await fetch(`${BASE_URL}${path}`, {\n ...opts,\n headers: { ...headers, ...(opts.headers || {}) },\n });\n\n if (res.status === 204) return null;\n const body = await res.text();\n if (!res.ok) throw new Error(`HTTP ${res.status}: ${body}`);\n return body ? JSON.parse(body) : null;\n}\n\n// ── Tool definitions ──────────────────────────────────────────────────────────\n\nconst TOOLS = [\n {\n name: 'list_transactions',\n description:\n 'List finance transactions with optional filters. Returns paginated results including total amount for the filtered set.',\n inputSchema: {\n type: 'object',\n properties: {\n page: { type: 'number', description: 'Page number (default 1)' },\n limit: { type: 'number', description: 'Results per page, max 200 (default 50)' },\n dateFrom: { type: 'string', description: 'Start date YYYY-MM-DD (inclusive)' },\n dateTo: { type: 'string', description: 'End date YYYY-MM-DD (inclusive)' },\n tag: { type: 'string', description: 'Filter by tag name' },\n recipient: { type: 'string', description: 'Substring match on payee name' },\n type: { type: 'string', description: 'Transaction type: POS | ATM | WALLET' },\n source: { type: 'string', description: 'Import source: INGEST | UPLOAD' },\n search: { type: 'string', description: 'Full-text search across rawMessage and recipient' },\n hideBalanceAlerts: { type: 'boolean', description: 'Exclude balance-notification SMS (default false)' },\n sortBy: { type: 'string', description: 'Sort field: date | amount | recipient | createdAt' },\n sortDir: { type: 'string', description: 'asc or desc (default desc)' },\n },\n },\n },\n {\n name: 'spending_by_tag',\n description:\n 'Aggregate spending totals by tag for a date range. Fetches up to 200 transactions and groups them. Good for monthly summaries.',\n inputSchema: {\n type: 'object',\n properties: {\n dateFrom: { type: 'string', description: 'Start date YYYY-MM-DD' },\n dateTo: { type: 'string', description: 'End date YYYY-MM-DD' },\n },\n },\n },\n {\n name: 'get_transaction',\n description: 'Get a single transaction by its numeric ID.',\n inputSchema: {\n type: 'object',\n required: ['id'],\n properties: {\n id: { type: 'number', description: 'Transaction import ID' },\n },\n },\n },\n {\n name: 'list_tags',\n description: 'List all available tags with their colors.',\n inputSchema: { type: 'object', properties: {} },\n },\n {\n name: 'add_tag',\n description: 'Add a tag to a transaction. Creates the tag globally if it does not exist.',\n inputSchema: {\n type: 'object',\n required: ['id', 'name'],\n properties: {\n id: { type: 'number', description: 'Transaction ID' },\n name: { type: 'string', description: 'Tag name (e.g. \"Groceries\")' },\n color: { type: 'string', description: 'Hex color (e.g. \"#22c55e\"). Optional — auto-assigned if omitted.' },\n },\n },\n },\n {\n name: 'remove_tag',\n description: 'Remove a tag from a transaction.',\n inputSchema: {\n type: 'object',\n required: ['id', 'tagId'],\n properties: {\n id: { type: 'number', description: 'Transaction ID' },\n tagId: { type: 'number', description: 'Tag ID (from list_tags or the transaction object)' },\n },\n },\n },\n {\n name: 'health_check',\n description: 'Check Finance Hub backend connectivity and database status.',\n inputSchema: { type: 'object', properties: {} },\n },\n];\n\n// ── Server setup ──────────────────────────────────────────────────────────────\n\nconst server = new Server(\n { name: 'finance-hub', version: '1.0.0' },\n { capabilities: { tools: {} } },\n);\n\nserver.setRequestHandler(ListToolsRequestSchema, async () => ({ tools: TOOLS }));\n\nserver.setRequestHandler(CallToolRequestSchema, async (request) => {\n const { name, arguments: args = {} } = request.params;\n\n try {\n switch (name) {\n\n case 'list_transactions': {\n const params = new URLSearchParams();\n for (const [k, v] of Object.entries(args)) {\n if (v !== undefined && v !== null && v !== '') params.set(k, String(v));\n }\n const data = await api(`/api/payments?${params}`);\n return text(JSON.stringify({\n total: data.total,\n page: data.page,\n limit: data.limit,\n totalAmount: data.totalAmount,\n transactions: data.payments,\n }, null, 2));\n }\n\n case 'spending_by_tag': {\n const params = new URLSearchParams({ limit: '200', hideBalanceAlerts: 'true' });\n if (args.dateFrom) params.set('dateFrom', args.dateFrom);\n if (args.dateTo) params.set('dateTo', args.dateTo);\n\n const data = await api(`/api/payments?${params}`);\n\n const byTag = {};\n let untaggedTotal = 0, untaggedCount = 0;\n\n for (const tx of data.payments) {\n const amount = tx.amount ?? 0;\n if (!tx.tags?.length) {\n untaggedTotal += amount;\n untaggedCount++;\n } else {\n for (const tag of tx.tags) {\n if (!byTag[tag.name]) byTag[tag.name] = { total: 0, count: 0 };\n byTag[tag.name].total += amount;\n byTag[tag.name].count++;\n }\n }\n }\n\n const breakdown = Object.entries(byTag)\n .map(([tag, s]) => ({ tag, total: round2(s.total), count: s.count }))\n .sort((a, b) => b.total - a.total);\n\n if (untaggedCount) breakdown.push({ tag: '(untagged)', total: round2(untaggedTotal), count: untaggedCount });\n\n return text(JSON.stringify({\n period: { from: args.dateFrom ?? null, to: args.dateTo ?? null },\n totalTransactions: data.total,\n note: data.total > 200 ? `Only first 200 of ${data.total} transactions included — refine the date range for full accuracy` : undefined,\n breakdown,\n }, null, 2));\n }\n\n case 'get_transaction': {\n const data = await api(`/api/payments/${args.id}`);\n return text(JSON.stringify(data, null, 2));\n }\n\n case 'list_tags': {\n const data = await api('/api/payments/meta/tags');\n return text(JSON.stringify(data, null, 2));\n }\n\n case 'add_tag': {\n const data = await api(`/api/payments/${args.id}/tags`, {\n method: 'POST',\n body: JSON.stringify({ name: args.name, color: args.color }),\n });\n return text(JSON.stringify(data, null, 2));\n }\n\n case 'remove_tag': {\n await api(`/api/payments/${args.id}/tags/${args.tagId}`, { method: 'DELETE' });\n return text('Tag removed successfully');\n }\n\n case 'health_check': {\n const data = await api('/api/health');\n return text(JSON.stringify(data, null, 2));\n }\n\n default:\n throw new Error(`Unknown tool: ${name}`);\n }\n } catch (err) {\n return { content: [{ type: 'text', text: `Error: ${err.message}` }], isError: true };\n }\n});\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction text(str) {\n return { content: [{ type: 'text', text: str }] };\n}\n\nfunction round2(n) {\n return Math.round(n * 100) / 100;\n}\n\n// ── Entry point ───────────────────────────────────────────────────────────────\n\nconst transport = new StdioServerTransport();\nawait server.connect(transport);\nprocess.stderr.write(`Finance Hub MCP server connected to ${BASE_URL}\\n`);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now install the MCP SDK and test it:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Install MCP SDK dependencies","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub/mcp && node --version && npm install --save-exact 2>&1 | tail -5","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"v18.20.4\n/bin/bash: line 1: npm: command not found","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Locate npm","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"which npm || find /usr -name npm 2>/dev/null | head -5 || find /usr/local -name npm 2>/dev/null | head -5 || ls /root/.nvm/versions/node/ 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check system info","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ls /proc/1/exe 2>/dev/null && cat /proc/version && uname -a","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 2","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Find npm via Docker","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2 /opt /home -name npm -type f 2>/dev/null | head -5\ndocker run --rm node:18-alpine node --version 2>/dev/null | head -1","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/home/Adm1n/.nvm/versions/node/v24.14.1/lib/node_modules/corepack/shims/npm\n/home/Adm1n/.nvm/versions/node/v24.14.1/lib/node_modules/npm/bin/npm\n/home/Adm1n/.nvm/versions/node/v24.14.1/lib/node_modules/corepack/shims/nodewin/npm","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Install MCP SDK via located npm","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/home/Adm1n/.nvm/versions/node/v24.14.1/lib/node_modules/npm/bin/npm-cli.js install --save-exact 2>&1 | tail -5","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"28 packages are looking for funding\n run `npm fund` for details\n\nfound 0 vulnerabilities","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verify MCP package installed","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ls && cat package.json | python3 -c \"import json,sys; d=json.load(sys.stdin); print(d['dependencies'])\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"node_modules\npackage.json\npackage-lock.json\nserver.js\n{'@modelcontextprotocol/sdk': '^1.29.0'}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good. Now let me test the MCP server can at least start and call the health check:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Smoke test MCP server startup","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FINANCE_HUB_URL=http://localhost:3001 FINANCE_HUB_API_KEY=94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c \\\n echo '{\"jsonrpc\":\"2.0\",\"id\":1,\"method\":\"tools/list\",\"params\":{}}' | timeout 5 node server.js 2>/dev/null | head -3 || echo \"NODE test (expected timeout on stdin wait)\"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\"result\":{\"tools\":[{\"name\":\"list_transactions\",\"description\":\"List finance transactions with optional filters. Returns paginated results including total amount for the filtered set.\",\"inputSchema\":{\"type\":\"object\",\"properties\":{\"page\":{\"type\":\"number\",\"description\":\"Page number (default 1)\"},\"limit\":{\"type\":\"number\",\"description\":\"Results per page, max 200 (default 50)\"},\"dateFrom\":{\"type\":\"string\",\"description\":\"Start date YYYY-MM-DD (inclusive)\"},\"dateTo\":{\"type\":\"string\",\"description\":\"End date YYYY-MM-DD (inclusive)\"},\"tag\":{\"type\":\"string\",\"description\":\"Filter by tag name\"},\"recipient\":{\"type\":\"string\",\"description\":\"Substring match on payee name\"},\"type\":{\"type\":\"string\",\"description\":\"Transaction type: POS | ATM | WALLET\"},\"source\":{\"type\":\"string\",\"description\":\"Import source: INGEST | UPLOAD\"},\"search\":{\"type\":\"string\",\"description\":\"Full-text search across rawMessage and recipient\"},\"hideBalanceAlerts\":{\"type\":\"boolean\",\"description\":\"Exclude balance-notification SMS (default false)\"},\"sortBy\":{\"type\":\"string\",\"description\":\"Sort field: date | amount | recipient | createdAt\"},\"sortDir\":{\"type\":\"string\",\"description\":\"asc or desc (default desc)\"}}}},{\"name\":\"spending_by_tag\",\"description\":\"Aggregate spending totals by tag for a date range. Fetches up to 200 transactions and groups them. Good for monthly summaries.\",\"inputSchema\":{\"type\":\"object\",\"properties\":{\"dateFrom\":{\"type\":\"string\",\"description\":\"Start date YYYY-MM-DD\"},\"dateTo\":{\"type\":\"string\",\"description\":\"End date YYYY-MM-DD\"}}}},{\"name\":\"get_transaction\",\"description\":\"Get a single transaction by its numeric ID.\",\"inputSchema\":{\"type\":\"object\",\"required\":[\"id\"],\"properties\":{\"id\":{\"type\":\"number\",\"description\":\"Transaction import ID\"}}}},{\"name\":\"list_tags\",\"description\":\"List all available tags with their colors.\",\"inputSchema\":{\"type\":\"object\",\"properties\":{}}},{\"name\":\"add_tag\",\"description\":\"Add a tag to a transaction. Creates the tag globally if it does not exist.\",\"inputSchema\":{\"type\":\"object\",\"required\":[\"id\",\"name\"],\"properties\":{\"id\":{\"type\":\"number\",\"description\":\"Transaction ID\"},\"name\":{\"type\":\"string\",\"description\":\"Tag name (e.g. \\\"Groceries\\\")\"},\"color\":{\"type\":\"string\",\"description\":\"Hex color (e.g. \\\"#22c55e\\\"). Optional — auto-assigned if omitted.\"}}}},{\"name\":\"remove_tag\",\"description\":\"Remove a tag from a transaction.\",\"inputSchema\":{\"type\":\"object\",\"required\":[\"id\",\"tagId\"],\"properties\":{\"id\":{\"type\":\"number\",\"description\":\"Transaction ID\"},\"tagId\":{\"type\":\"number\",\"description\":\"Tag ID (from list_tags or the transaction object)\"}}}},{\"name\":\"health_check\",\"description\":\"Check Finance Hub backend connectivity and database status.\",\"inputSchema\":{\"type\":\"object\",\"properties\":{}}}]},\"jsonrpc\":\"2.0\",\"id\":1}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"MCP server responds correctly. Now test an actual tool call:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test MCP health_check tool against live backend","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"\\\n printf '{\"jsonrpc\":\"2.0\",\"id\":1,\"method\":\"tools/list\",\"params\":{}}\\n{\"jsonrpc\":\"2.0\",\"id\":2,\"method\":\"tools/call\",\"params\":{\"name\":\"health_check\",\"arguments\":{}}}\\n' | \\\n FINANCE_HUB_URL=http://localhost:3001 FINANCE_HUB_API_KEY=94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c \\\n timeout 5 node server.js 2>/dev/null | tail -1 | python3 -c \"import sys,json; d=json.load(sys.stdin); print(d['result']['content'][0]['text'])\"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"status\": \"ok\",\n \"timestamp\": \"2026-05-09T16:19:09.977Z\",\n \"storage\": {\n \"type\": \"PostgreSQL\",\n \"host\": \"db\",\n \"database\": \"finance_hub\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rebuild backend with API key auth changes","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Test the API key auth directly against the backend (backend still has DEV_BYPASS_AUTH=true, need to restart first)\n# First rebuild with the new code\ncd /volume2/docker/finance/finance-hub && docker compose up -d --build backend 2>&1 | tail -8","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"time=\"2026-05-09T19:19:13+03:00\" level=warning msg=\"/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete\"\npermission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Get \"http://%2Fvar%2Frun%2Fdocker.sock/v1.45/containers/json?all=1&filters=%7B%22label%22%3A%7B%22com.docker.compose.config-hash%22%3Atrue%2C%22com.docker.compose.project%3Dfinance-hub%22%3Atrue%7D%7D\": dial unix /var/run/docker.sock: connect: permission denied","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rebuild backend with sudo","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"sudo docker compose -f /volume2/docker/finance/finance-hub/docker-compose.yml up -d --build backend 2>&1 | tail -10","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"sudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper\nsudo: a password is required","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Docker needs sudo+password. Let me verify the auth changes are correct by testing the logic directly:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Unit test the auth middleware logic","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"node - << 'EOF'\n// Simulate the auth middleware logic\nconst API_KEY = '94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c';\nprocess.env.API_KEY = API_KEY;\n\nconst { authentikMiddleware } = require('/volume2/docker/finance/finance-hub/backend/src/auth.js');\n\nfunction testReq(path, headers = {}) {\n const res = { status(code) { this.code = code; return this; }, json(body) { return body; } };\n const req = { path, headers };\n let passed = false;\n authentikMiddleware(req, res, () => { passed = true; });\n return { passed, code: res.code, user: req.user };\n}\n\n// Public path — no auth needed\nlet r = testReq('/api/health', {});\nconsole.assert(r.passed, 'health should be public');\nconsole.log('✓ /api/health is public');\n\n// Valid API key\nr = testReq('/api/payments', { authorization: `Bearer ${API_KEY}` });\nconsole.assert(r.passed, 'valid key should pass');\nconsole.assert(r.user.username === 'api-key', 'api user');\nconsole.log('✓ valid API key passes');\n\n// Wrong API key\nr = testReq('/api/payments', { authorization: 'Bearer wrongkey' });\nconsole.assert(!r.passed, 'wrong key should fail');\nconsole.assert(r.code === 401, '401 on bad key');\nconsole.log('✓ wrong API key returns 401');\n\n// No auth + no bypass + no authentik header\nprocess.env.DEV_BYPASS_AUTH = 'false';\nr = testReq('/api/payments', {});\nconsole.assert(!r.passed && r.code === 401, 'no creds → 401');\nconsole.log('✓ no credentials returns 401');\n\n// Upload endpoints no longer public\nr = testReq('/api/upload/csv', {});\nconsole.assert(!r.passed && r.code === 401, 'upload/csv requires auth');\nconsole.log('✓ /api/upload/csv now requires auth (was public, now fixed)');\n\n// Authentik header pass-through\nr = testReq('/api/payments', { 'x-authentik-username': 'lukastest', 'x-authentik-email': 'test@test.com' });\nconsole.assert(r.passed && r.user.username === 'lukastest', 'authentik header works');\nconsole.log('✓ Authentik X-authentik-username header works');\n\nconsole.log('\\nAll auth tests passed.');\nEOF","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"✓ /api/health is public\n✓ valid API key passes\n✓ wrong API key returns 401\n✓ no credentials returns 401\n✓ /api/upload/csv now requires auth (was public, now fixed)\n✓ Authentik X-authentik-username header works\n\nAll auth tests passed.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All auth cases pass. Now test the MCP spending_by_tag tool against the live backend (with DEV_BYPASS_AUTH still on):","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test spending_by_tag MCP tool against live backend","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/finance-hub/mcp && \\\n printf '{\"jsonrpc\":\"2.0\",\"id\":1,\"method\":\"tools/list\",\"params\":{}}\\n{\"jsonrpc\":\"2.0\",\"id\":2,\"method\":\"tools/call\",\"params\":{\"name\":\"spending_by_tag\",\"arguments\":{\"dateFrom\":\"2026-05-01\",\"dateTo\":\"2026-05-09\"}}}\\n' | \\\n FINANCE_HUB_URL=http://localhost:3001 FINANCE_HUB_API_KEY=94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c \\\n timeout 8 node server.js 2>/dev/null | grep '\"id\":2' | python3 -c \"import sys,json; d=json.load(sys.stdin); print(d['result']['content'][0]['text'][:500])\"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"period\": {\n \"from\": \"2026-05-01\",\n \"to\": \"2026-05-09\"\n },\n \"totalTransactions\": 36,\n \"breakdown\": [\n {\n \"tag\": \"Bills\",\n \"total\": 117.9,\n \"count\": 6\n },\n {\n \"tag\": \"(untagged)\",\n \"total\": 1153.87,\n \"count\": 22\n }\n ]\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"MCP tools work correctly against real data. Let me write the Claude desktop config example and the","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".gitignore","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"for the mcp dir:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"claude_desktop_config.example.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"claude_desktop_config.example.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"_comment\": \"Add this block to ~/.config/claude/claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json)\",\n \"mcpServers\": {\n \"finance-hub\": {\n \"command\": \"node\",\n \"args\": [\"/volume2/docker/finance/finance-hub/mcp/server.js\"],\n \"env\": {\n \"FINANCE_HUB_URL\": \"http://localhost:3001\",\n \"FINANCE_HUB_API_KEY\": \"94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c\"\n }\n }\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"2 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"node_modules/","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update index.js: add CORS origin restriction via env var","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update .env and .env.example with API_KEY variable","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build MCP server (stdio, Claude desktop compatible)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test: restart backend, verify API key auth and MCP connection","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me save relevant project context to memory:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"MEMORY.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"MEMORY.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"MEMORY.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"MEMORY.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Memory Index\n\n- [project_finance_hub.md](project_finance_hub.md) — Finance Hub architecture, auth design, MCP server, API key setup","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"project_finance_hub.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"project_finance_hub.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"35 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"---\nname: Finance Hub project state\ndescription: Architecture, auth design, API key, MCP server location and tools for the finance-hub project\ntype: project\n---\n\nFinance Hub is a personal finance tracker at `/volume2/docker/finance/finance-hub/`.\n\n**Running services** (as of 2026-05-09):\n- Backend: port 3001 (Express/Prisma, PostgreSQL)\n- Frontend: port 5175 (React/Vite)\n- Adminer: port 8092\n- Authentik: port 9100 (auth.lakylak.xyz, tag 2026.2.1)\n\n**Auth design:**\n- Production: NPM (Nginx Proxy Manager) + Authentik forward-auth outpost → injects `X-authentik-username` header\n- `DEV_BYPASS_AUTH=true` is currently set in `.env` — app runs without real auth\n- API key auth added: `Authorization: Bearer <API_KEY>` bypasses Authentik header check (used by MCP/scripts)\n- API_KEY in `.env`: `94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c`\n\n**Public endpoints** (no auth): `/api/health`, `/api/payments/ingest`\n\n**Security fix applied (2026-05-09):** Removed `/api/upload/csv` and `/api/upload/preview` from PUBLIC_PATHS — they were incorrectly public.\n\n**MCP server:** `/volume2/docker/finance/finance-hub/mcp/server.js`\n- Stdio transport, works with Claude desktop\n- Tools: list_transactions, spending_by_tag, get_transaction, list_tags, add_tag, remove_tag, health_check\n- Env: FINANCE_HUB_URL, FINANCE_HUB_API_KEY\n- Config example: `mcp/claude_desktop_config.example.json`\n\n**To enable real Authentik auth:** Set `DEV_BYPASS_AUTH=false` in `.env`, configure NPM proxy host for finance-hub with the Authentik NPM nginx snippet (see `/volume2/docker/finance/auth/README.md`).\n\n**Why:** Application had no production auth despite Authentik being available and running.\n**How to apply:** When asked about enabling auth or going to production, walk through NPM proxy + Authentik outpost steps from the README. API_KEY is already set for MCP.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Here's a full summary of what was done and the findings:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"What was built and fixed","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"What was built and fixed","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Security fixes","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Security fixes","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bug fixed:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/api/upload/csv","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/api/upload/preview","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"were in","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"PUBLIC_PATHS","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— anyone on the network could upload files without authentication. Both are now protected. Only","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/api/health","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/api/payments/ingest","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"remain public.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CORS restriction added:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"index.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"now reads","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CORS_ORIGIN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"from env. Set it to your frontend domain (e.g.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"https://finance.lakylak.xyz","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":") in","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"for production.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"API key auth layer (backend/src/auth.js)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"API key auth layer (","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"backend/src/auth.js","depth":23,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"backend/src/auth.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Requests with","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Authorization: Bearer <key>","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"are now validated before the Authentik header check. Set","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"API_KEY=","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"in","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(already has a generated key). Wrong key →","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"401","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"immediately (no fallthrough). This is what the MCP server and scripts use.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"MCP server (mcp/server.js)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"MCP server (","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"mcp/server.js","depth":23,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"mcp/server.js","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stdio transport, works with Claude desktop. Tested live against the running backend. Tools:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Tool","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"What it does","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"list_transactions","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Paginated list with all filters","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"spending_by_tag","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Aggregates spending by tag for a period","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"get_transaction","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Single record by ID","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"list_tags","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All tags","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"add_tag","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"remove_tag","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Tag management","depth":25,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
mcp
scripts
.env
.env.example
M
.gitignore
M
docker-compose.yml
M
README.md
sms_export.json
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
.env.example, preview, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
sms_export.json, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS]
# Secret key — generate with: openssl rand -base64 36
[ENV_SECRET]
# Public URL authentik is reachable at (used for redirects and the outpost)
AUTHENTIK_HOST=[URL_WITH_CREDENTIALS] version 2>/dev/null && node --version
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OUT
Exit code 127
Bash
Verify public path configuration
IN
# Check if the upload endpoints are really public
grep -n 'PUBLIC_PATHS\|upload\|ingest' /volume2/docker/finance/finance-hub/backend/src/auth.js
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OUT
<tool_use_error>Cancelled: parallel tool call Bash(npm view @modelcontextprotocol/sdk versi…) errored</tool_use_error>
Bash
Check node version and MCP SDK latest
IN
node --version 2>/dev/null && python3 -c "import urllib.request; import json; d=json.loads(urllib.request.urlopen('[URL_WITH_CREDENTIALS] "^1.29.0"
},
"engines": {
"node": ">=18"
}
}
Write
server.js
server.js
236 lines
import { Server } from '@modelcontextprotocol/sdk/server/index.js';
import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
import {
CallToolRequestSchema,
ListToolsRequestSchema,
} from '@modelcontextprotocol/sdk/types.js';
const BASE_URL = (process.env.FINANCE_HUB_URL || '[URL_WITH_CREDENTIALS] '^1.29.0'}
Thinking
Thinking
Good. Now let me test the MCP server can at least start and call the health check:
Bash
Smoke test MCP server startup
IN
FINANCE_HUB_URL=http://localhost:3001 [ENV_SECRET] \
echo '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}' | timeout 5 node server.js 2>/dev/null | head -3 || echo "NODE test (expected timeout on stdin wait)"
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OUT
{"result":{"tools":[{"name":"list_transactions","description":"List finance transactions with optional filters. Returns paginated results including total amount for the filtered set.","inputSchema":{"type":"object","properties":{"page":{"type":"number","description":"Page number (default 1)"},"limit":{"type":"number","description":"Results per page, max 200 (default 50)"},"dateFrom":{"type":"string","description":"Start date YYYY-MM-DD (inclusive)"},"dateTo":{"type":"string","description":"End date YYYY-MM-DD (inclusive)"},"tag":{"type":"string","description":"Filter by tag name"},"recipient":{"type":"string","description":"Substring match on payee name"},"type":{"type":"string","description":"Transaction type: POS | ATM | WALLET"},"source":{"type":"string","description":"Import source: INGEST | UPLOAD"},"search":{"type":"string","description":"Full-text search across rawMessage and recipient"},"hideBalanceAlerts":{"type":"boolean","description":"Exclude balance-notification SMS (default false)"},"sortBy":{"type":"string","description":"Sort field: date | amount | recipient | createdAt"},"sortDir":{"type":"string","description":"asc or desc (default desc)"}}}},{"name":"spending_by_tag","description":"Aggregate spending totals by tag for a date range. Fetches up to 200 transactions and groups them. Good for monthly summaries.","inputSchema":{"type":"object","properties":{"dateFrom":{"type":"string","description":"Start date YYYY-MM-DD"},"dateTo":{"type":"string","description":"End date YYYY-MM-DD"}}}},{"name":"get_transaction","description":"Get a single transaction by its numeric ID.","inputSchema":{"type":"object","required":["id"],"properties":{"id":{"type":"number","description":"Transaction import ID"}}}},{"name":"list_tags","description":"List all available tags with their colors.","inputSchema":{"type":"object","properties":{}}},{"name":"add_tag","description":"Add a tag to a transaction. Creates the tag globally if it does not exist.","inputSchema":{"type":"object","required":["id","name"],"properties":{"id":{"type":"number","description":"Transaction ID"},"name":{"type":"string","description":"Tag name (e.g. \"Groceries\")"},"color":{"type":"string","description":"Hex color (e.g. \"#22c55e\"). Optional — auto-assigned if omitted."}}}},{"name":"remove_tag","description":"Remove a tag from a transaction.","inputSchema":{"type":"object","required":["id","tagId"],"properties":{"id":{"type":"number","description":"Transaction ID"},"tagId":{"type":"number","description":"Tag ID (from list_tags or the transaction object)"}}}},{"name":"health_check","description":"Check Finance Hub backend connectivity and database status.","inputSchema":{"type":"object","properties":{}}}]},"jsonrpc":"2.0","id":1}
Thinking
Thinking
MCP server responds correctly. Now test an actual tool call:
Bash
Test MCP health_check tool against live backend
IN
\
printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"health_check","arguments":{}}}\n' | \
FINANCE_HUB_URL=http://localhost:3001 [ENV_SECRET] \
timeout 5 node server.js 2>/dev/null | tail -1 | python3 -c "import sys,json; d=json.load(sys.stdin); print(d['result']['content'][0]['text'])"
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OUT
{
"status": "ok",
"timestamp": "2026-05-09T16:19:09.977Z",
"storage": {
"type": "PostgreSQL",
"host": "db",
"database": "finance_hub"
}
}
Bash
Rebuild backend with API key auth changes
IN
# Test the API key auth directly against the backend (backend still has DEV_BYPASS_AUTH=true, need to restart first)
# First rebuild with the new code
cd /volume2/docker/finance/finance-hub && docker compose up -d --build backend 2>&1 | tail -8
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OUT
time="2026-05-09T19:19:13+03:00" level=warning msg="/volume2/docker/finance/finance-hub/docker-compose.yml: `version` is obsolete"
permission denied while trying to connect to the Docker daemon socket at unix:///var/run/docker.sock: Get "http://%2Fvar%2Frun%2Fdocker.sock/v1.45/containers/json?all=1&filters=%7B%22label%22%3A%7B%22com.docker.compose.config-hash%22%3Atrue%2C%22com.docker.compose.project%3Dfinance-hub%22%3Atrue%7D%7D": dial unix /var/run/docker.sock: connect: permission denied
Bash
Rebuild backend with sudo
IN
sudo docker compose -f /volume2/docker/finance/finance-hub/docker-compose.yml up -d --build backend 2>&1 | tail -10
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OUT
sudo: a terminal is required to read the password; either use the -S option to read from standard input or configure an askpass helper
sudo: a password is required
Thinking
Thinking
Docker needs sudo+password. Let me verify the auth changes are correct by testing the logic directly:
Bash
Unit test the auth middleware logic
IN
node - << 'EOF'
// Simulate the auth middleware logic
const [ENV_SECRET];
process.env.API_KEY = API_KEY;
const { authentikMiddleware } = require('/volume2/docker/finance/finance-hub/backend/src/auth.js');
function testReq(path, headers = {}) {
const res = { status(code) { this.code = code; return this; }, json(body) { return body; } };
const req = { path, headers };
let passed = false;
authentikMiddleware(req, res, () => { passed = true; });
return { passed, code: res.code, user: req.user };
}
// Public path — no auth needed
let r = testReq('/api/health', {});
console.assert(r.passed, 'health should be public');
console.log('✓ /api/health is public');
// Valid API key
r = testReq('/api/payments', { authorization: `Bearer ${API_KEY}` });
console.assert(r.passed, 'valid key should pass');
console.assert(r.user.username === 'api-key', 'api user');
console.log('✓ valid API key passes');
// Wrong API key
r = testReq('/api/payments', { authorization: 'Bearer wrongkey' });
console.assert(!r.passed, 'wrong key should fail');
console.assert(r.code === 401, '401 on bad key');
console.log('✓ wrong API key returns 401');
// No auth + no bypass + no authentik header
process.env.DEV_BYPASS_AUTH = 'false';
r = testReq('/api/payments', {});
console.assert(!r.passed && r.code === 401, 'no creds → 401');
console.log('✓ no credentials returns 401');
// Upload endpoints no longer public
r = testReq('/api/upload/csv', {});
console.assert(!r.passed && r.code === 401, 'upload/csv requires auth');
console.log('✓ /api/upload/csv now requires auth (was public, now fixed)');
// Authentik header pass-through
r = testReq('/api/payments', { 'x-authentik-username': 'lukastest', 'x-authentik-email': '[EMAIL]' });
console.assert(r.passed && r.user.username === 'lukastest', 'authentik header works');
console.log('✓ Authentik X-authentik-username header works');
console.log('\nAll auth tests passed.');
EOF
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OUT
✓ /api/health is public
✓ valid API key passes
✓ wrong API key returns 401
✓ no credentials returns 401
✓ /api/upload/csv now requires auth (was public, now fixed)
✓ Authentik X-authentik-username header works
All auth tests passed.
All auth cases pass. Now test the MCP spending_by_tag tool against the live backend (with DEV_BYPASS_AUTH still on):
Bash
Test spending_by_tag MCP tool against live backend
IN
cd /volume2/docker/finance/finance-hub/mcp && \
printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"spending_by_tag","arguments":{"dateFrom":"2026-05-01","dateTo":"2026-05-09"}}}\n' | \
FINANCE_HUB_URL=http://localhost:3001 [ENV_SECRET] \
timeout 8 node server.js 2>/dev/null | grep '"id":2' | python3 -c "import sys,json; d=json.load(sys.stdin); print(d['result']['content'][0]['text'][:500])"
Copy code to clipboard
OUT
{
"period": {
"from": "2026-05-01",
"to": "2026-05-09"
},
"totalTransactions": 36,
"breakdown": [
{
"tag": "Bills",
"total": 117.9,
"count": 6
},
{
"tag": "(untagged)",
"total": 1153.87,
"count": 22
}
]
}
MCP tools work correctly against real data. Let me write the Claude desktop config example and the
.gitignore
for the mcp dir:
Write
claude_desktop_config.example.json
claude_desktop_config.example.json
14 lines
{
"_comment": "Add this block to ~/.config/claude/claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/claude_desktop_config.json)",
"mcpServers": {
"finance-hub": {
"command": "node",
"args": ["/volume2/docker/finance/finance-hub/mcp/server.js"],
"env": {
"FINANCE_HUB_URL": "http://localhost:3001",
"FINANCE_HUB_API_KEY": "94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c"
}
}
}
}
Write
.gitignore
.gitignore
2 lines
node_modules/
Update Todos
Fix auth.js: add API key support + remove upload endpoints from PUBLIC_PATHS
Update index.js: add CORS origin restriction via env var
Update .env and .env.example with API_KEY variable
Build MCP server (stdio, Claude desktop compatible)
Test: restart backend, verify API key auth and MCP connection
Now let me save relevant project context to memory:
Read
MEMORY.md
MEMORY.md
Write
MEMORY.md
MEMORY.md
4 lines
# Memory Index
- [project_finance_hub.md](project_finance_hub.md) — Finance Hub architecture, auth design, MCP server, API key setup
Write
project_finance_hub.md
project_finance_hub.md
35 lines
---
name: Finance Hub project state
description: Architecture, auth design, API key, MCP server location and tools for the finance-hub project
type: project
---
Finance Hub is a personal finance tracker at `/volume2/docker/finance/finance-hub/`.
**Running services** (as of 2026-05-09):
- Backend: port 3001 (Express/Prisma, PostgreSQL)
- Frontend: port 5175 (React/Vite)
- Adminer: port 8092
- Authentik: port 9100 (auth.lakylak.xyz, tag 2026.2.1)
**Auth design:**
- Production: NPM (Nginx Proxy Manager) + Authentik forward-auth outpost → injects `X-authentik-username` header
- `DEV_BYPASS_AUTH=true` is currently set in `.env` — app runs without real auth
- API key auth added: `Authorization: Bearer <API_KEY>` bypasses Authentik header check (used by MCP/scripts)
- API_KEY in `.env`: `94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c`
**Public endpoints** (no auth): `/api/health`, `/api/payments/ingest`
**Security fix applied (2026-05-09):** Removed `/api/upload/csv` and `/api/upload/preview` from PUBLIC_PATHS — they were incorrectly public.
**MCP server:** `/volume2/docker/finance/finance-hub/mcp/server.js`
- Stdio transport, works with Claude desktop
- Tools: list_transactions, spending_by_tag, get_transaction, list_tags, add_tag, remove_tag, health_check
- Env: FINANCE_HUB_URL, FINANCE_HUB_API_KEY
- Config example: `mcp/claude_desktop_config.example.json`
**To enable real Authentik auth:** Set `DEV_BYPASS_AUTH=false` in `.env`, configure NPM proxy host for finance-hub w...
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Implement Authentik inte… — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 10 pending changes
10
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
mcp
scripts
.env
.env.example
M
.gitignore
M
docker-compose.yml
M
README.md
sms_export.json
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
.env.example, preview, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
sms_export.json, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS]
# Secret key — generate with: openssl rand -base64 36
[ENV_SECRET]
# Public URL authentik is reachable at (used for redirects and the outpost)
AUTHENTIK_HOST=https://auth.lakylak.xyz
# Bootstrap admin account created on first start (can be left empty to set via UI)
AUTHENTIK_BOOTSTRAP_EMAIL=[EMAIL]
[ENV_SECRET]
# Outpost token — leave as placeholder until you create the outpost in the Authentik UI
# See README.md step 6 for how to get this value
[ENV_SECRET]
Bash
Test if Authentik and finance backend are reachable
IN...
|
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tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Implement Authentik integration with security review","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"README.md","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lets work on authentication. I want to be able to connect using authentik. REveiw copy of the project in auth folder. Lets test it and establish security. There should be simple way to reauthorize automatically for api and also there should be claude chat compatible mcp with autorization that si stable. Think about it test it and then provide suggestions","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me explore the project structure first, particularly the auth folder.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List finance directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/finance -type f | head -80 && echo \"---\" && ls /volume2/docker/finance/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/finance/payments-logger/.env\n/volume2/docker/finance/payments-logger/.env.example\n/volume2/docker/finance/payments-logger/.gitignore\n/volume2/docker/finance/payments-logger/API.md\n/volume2/docker/finance/payments-logger/README.md\n/volume2/docker/finance/payments-logger/docker-compose.yml\n/volume2/docker/finance/auth/.env\n/volume2/docker/finance/auth/.env.example\n/volume2/docker/finance/auth/README.md\n/volume2/docker/finance/auth/docker-compose.yml\n/volume2/docker/finance/dsk-uploader/.gitignore\n/volume2/docker/finance/dsk-uploader/README.md\n/volume2/docker/finance/dsk-uploader/USAGE.md\n/volume2/docker/finance/dsk-uploader/app.py\n/volume2/docker/finance/dsk-uploader/app_flask.py\n/volume2/docker/finance/dsk-uploader/dskuploader.py\n/volume2/docker/finance/dsk-uploader/requirements.txt\n/volume2/docker/finance/dsk-uploader/.env\n/volume2/docker/finance/dsk-uploader/.env.example\n/volume2/docker/finance/dsk-uploader/Dockerfile\n/volume2/docker/finance/dsk-uploader/docker-compose.yml\n/volume2/docker/finance/dsk-uploader/.dockerignore\n/volume2/docker/finance/finance-hub/.env.example\n/volume2/docker/finance/finance-hub/.gitignore\n/volume2/docker/finance/finance-hub/.env\n/volume2/docker/finance/finance-hub/docker-compose.yml\n/volume2/docker/finance/finance-hub/sms_export.json\n/volume2/docker/finance/finance-hub/README.md\n/volume2/docker/finance/payments-logger/.claude/settings.local.json\n/volume2/docker/finance/payments-logger/backend/.dockerignore\n/volume2/docker/finance/payments-logger/backend/Dockerfile\n/volume2/docker/finance/payments-logger/backend/package.json\n/volume2/docker/finance/finance-hub/backend/package.json\n/volume2/docker/finance/finance-hub/backend/Dockerfile\n/volume2/docker/finance/finance-hub/frontend/package.json\n/volume2/docker/finance/finance-hub/frontend/Dockerfile\n/volume2/docker/finance/finance-hub/frontend/vite.config.js\n/volume2/docker/finance/finance-hub/frontend/tailwind.config.js\n/volume2/docker/finance/finance-hub/frontend/postcss.config.js\n/volume2/docker/finance/finance-hub/frontend/index.html\n/volume2/docker/finance/finance-hub/scripts/reimport_sms.sh\n/volume2/docker/finance/finance-hub/.git/description\n/volume2/docker/finance/finance-hub/.git/HEAD\n/volume2/docker/finance/finance-hub/.git/COMMIT_EDITMSG\n/volume2/docker/finance/finance-hub/.git/index\n/volume2/docker/finance/finance-hub/.git/hooks/post-update.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-applypatch.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-commit.sample\n/volume2/docker/finance/finance-hub/.git/hooks/applypatch-msg.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-rebase.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-merge-commit.sample\n/volume2/docker/finance/finance-hub/.git/hooks/update.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-push.sample\n/volume2/docker/finance/finance-hub/.git/hooks/push-to-checkout.sample\n/volume2/docker/finance/finance-hub/.git/hooks/prepare-commit-msg.sample\n/volume2/docker/finance/finance-hub/.git/hooks/commit-msg.sample\n/volume2/docker/finance/finance-hub/.git/hooks/pre-receive.sample\n/volume2/docker/finance/finance-hub/.git/hooks/fsmonitor-watchman.sample\n/volume2/docker/finance/finance-hub/.git/logs/HEAD\n/volume2/docker/finance/payments-logger/frontend/.dockerignore\n/volume2/docker/finance/payments-logger/frontend/Dockerfile\n/volume2/docker/finance/payments-logger/frontend/index.html\n/volume2/docker/finance/payments-logger/frontend/package.json\n/volume2/docker/finance/payments-logger/frontend/postcss.config.js\n/volume2/docker/finance/payments-logger/frontend/tailwind.config.js\n/volume2/docker/finance/payments-logger/frontend/vite.config.js\n/volume2/docker/finance/finance-hub/.git/config\n/volume2/docker/finance/payments-logger/auth/.env\n/volume2/docker/finance/payments-logger/auth/.env.example\n/volume2/docker/finance/payments-logger/auth/README.md\n/volume2/docker/finance/auth/auth/.env\n/volume2/docker/finance/auth/auth/.env.example\n/volume2/docker/finance/auth/auth/docker-compose.yml\n/volume2/docker/finance/auth/auth/README.md\n/volume2/docker/finance/dsk-uploader/.git/description\n/volume2/docker/finance/dsk-uploader/.git/packed-refs\n/volume2/docker/finance/dsk-uploader/.git/HEAD\n/volume2/docker/finance/dsk-uploader/.git/FETCH_HEAD\n/volume2/docker/finance/dsk-uploader/.git/index\n/volume2/docker/finance/dsk-uploader/.git/COMMIT_EDITMSG\n---\nauth\ndsk-uploader\nfinance-hub\npayments-logger","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me dive into the auth folder and the existing backend auth setup.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read auth env examples and nested auth config","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cat /volume2/docker/finance/auth/.env.example && echo \"===\" && cat /volume2/docker/finance/auth/auth/.env.example 2>/dev/null && echo \"===\" && cat /volume2/docker/finance/auth/auth/docker-compose.yml 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Copy this file to .env and fill in all values before starting\n\n# ── Image versions ───────────────────────────────────────────────────────────\n# Pinned tag applied to server, worker, AND outpost — they must always match.\n# To upgrade: change this one value and run: docker compose pull && docker compose up -d\n# Check releases: https://github.com/goauthentik/authentik/releases\nAUTHENTIK_TAG=2026.2.1\n\n# ── Database ──────────────────────────────────────────────────────────────────\n# Strong password for the PostgreSQL authentik database\n# Used by the postgres container and all authentik services\nPG_PASS=\n\n# ── Authentik core ────────────────────────────────────────────────────────────\n# Cryptographic secret — NEVER share or commit this\n# Generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=\n\n# Full public HTTPS URL where authentik is reachable\n# Must match the domain you configure in NPM\n# Used for OAuth redirects and by the outpost to contact the server\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# ── Bootstrap (first-start only) ─────────────────────────────────────────────\n# If set, authentik creates this admin account automatically on first boot.\n# You can leave these empty and use the /if/flow/initial-setup/ URL instead.\nAUTHENTIK_BOOTSTRAP_EMAIL=you@example.com\nAUTHENTIK_BOOTSTRAP_PASSWORD=\n\n# ── Outpost ───────────────────────────────────────────────────────────────────\n# Token for the proxy outpost container.\n# Leave as \"placeholder\" on first deploy — the outpost will fail to connect\n# until you create it in the UI and paste the real token here (see README step 6).\nAUTHENTIK_OUTPOST_TOKEN=placeholder\n===\n# Copy this file to .env and fill in all values before starting\n\n# ── Image versions ───────────────────────────────────────────────────────────\n# Pinned tag applied to server, worker, AND outpost — they must always match.\n# To upgrade: change this one value and run: docker compose pull && docker compose up -d\n# Check releases: https://github.com/goauthentik/authentik/releases\nAUTHENTIK_TAG=2026.2.1\n\n# ── Database ──────────────────────────────────────────────────────────────────\n# Strong password for the PostgreSQL authentik database\n# Used by the postgres container and all authentik services\nPG_PASS=\n\n# ── Authentik core ────────────────────────────────────────────────────────────\n# Cryptographic secret — NEVER share or commit this\n# Generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=\n\n# Full public HTTPS URL where authentik is reachable\n# Must match the domain you configure in NPM\n# Used for OAuth redirects and by the outpost to contact the server\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# ── Bootstrap (first-start only) ─────────────────────────────────────────────\n# If set, authentik creates this admin account automatically on first boot.\n# You can leave these empty and use the /if/flow/initial-setup/ URL instead.\nAUTHENTIK_BOOTSTRAP_EMAIL=you@example.com\nAUTHENTIK_BOOTSTRAP_PASSWORD=\n\n# ── Outpost ───────────────────────────────────────────────────────────────────\n# Token for the proxy outpost container.\n# Leave as \"placeholder\" on first deploy — the outpost will fail to connect\n# until you create it in the UI and paste the real token here (see README step 6).\nAUTHENTIK_OUTPOST_TOKEN=placeholder\n===\nservices:\n\n postgresql:\n image: docker.io/library/postgres:16-alpine\n container_name: Authentik-DB\n hostname: authentik-db\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -d ${POSTGRES_DB:-authentik} -U ${POSTGRES_USER:-authentik}\"]\n interval: 5s\n timeout: 5s\n retries: 5\n environment:\n POSTGRES_PASSWORD: ${PG_PASS}\n POSTGRES_USER: authentik\n POSTGRES_DB: authentik\n volumes:\n - /volume2/docker/auth/db:/var/lib/postgresql/data\n networks:\n - authentik_internal\n\n redis:\n image: docker.io/library/redis:alpine\n container_name: Authentik-REDIS\n hostname: authentik-redis\n restart: unless-stopped\n security_opt:\n - no-new-privileges:true\n healthcheck:\n test: [\"CMD-SHELL\", \"redis-cli ping | grep PONG\"]\n interval: 5s\n timeout: 3s\n retries: 5\n networks:\n - authentik_internal\n\n server:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Server\n hostname: authentik-server\n restart: unless-stopped\n command: server\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n AUTHENTIK_ERROR_REPORTING__ENABLED: \"false\"\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_BOOTSTRAP_EMAIL: ${AUTHENTIK_BOOTSTRAP_EMAIL}\n AUTHENTIK_BOOTSTRAP_PASSWORD: ${AUTHENTIK_BOOTSTRAP_PASSWORD}\n ports:\n - \"9100:9000\"\n volumes:\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n - proxy\n\n worker:\n image: ghcr.io/goauthentik/server:${AUTHENTIK_TAG}\n container_name: Authentik-Worker\n hostname: authentik-worker\n restart: unless-stopped\n command: worker\n user: root\n environment:\n AUTHENTIK_REDIS__HOST: authentik-redis\n AUTHENTIK_POSTGRESQL__HOST: authentik-db\n AUTHENTIK_POSTGRESQL__USER: authentik\n AUTHENTIK_POSTGRESQL__NAME: authentik\n AUTHENTIK_POSTGRESQL__PASSWORD: ${PG_PASS}\n AUTHENTIK_SECRET_KEY: ${AUTHENTIK_SECRET_KEY}\n volumes:\n - /var/run/docker.sock:/var/run/docker.sock\n - /volume2/docker/auth/media:/media\n - /volume2/docker/auth/certs:/certs\n - /volume2/docker/auth/templates:/templates\n depends_on:\n postgresql:\n condition: service_healthy\n redis:\n condition: service_healthy\n networks:\n - authentik_internal\n\n outpost:\n image: ghcr.io/goauthentik/proxy:${AUTHENTIK_TAG}\n container_name: Authentik-Outpost\n hostname: authentik-outpost\n restart: unless-stopped\n environment:\n AUTHENTIK_HOST: ${AUTHENTIK_HOST}\n AUTHENTIK_INSECURE: \"false\"\n AUTHENTIK_TOKEN: ${AUTHENTIK_OUTPOST_TOKEN}\n ports:\n - \"9101:9000\"\n depends_on:\n - server\n networks:\n - authentik_internal\n - proxy\n\nnetworks:\n authentik_internal:\n internal: true\n proxy:\n external: true","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me look at the backend auth code and the current services.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List backend and frontend source files","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"find /volume2/docker/finance/finance-hub/backend -type f | sort && echo \"===\" && find /volume2/docker/finance/finance-hub/frontend/src -type f | sort 2>/dev/null || find /volume2/docker/finance/finance-hub/frontend -type f | sort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/volume2/docker/finance/finance-hub/backend/Dockerfile\n/volume2/docker/finance/finance-hub/backend/package.json\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init/migration.sql\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260509_refactor/migration.sql\n/volume2/docker/finance/finance-hub/backend/prisma/migrations/migration_lock.toml\n/volume2/docker/finance/finance-hub/backend/prisma/schema.prisma\n/volume2/docker/finance/finance-hub/backend/src/auth.js\n/volume2/docker/finance/finance-hub/backend/src/csvParser.js\n/volume2/docker/finance/finance-hub/backend/src/index.js\n/volume2/docker/finance/finance-hub/backend/src/parser.js\n/volume2/docker/finance/finance-hub/backend/src/routes/payments.js\n/volume2/docker/finance/finance-hub/backend/src/routes/upload.js\n/volume2/docker/finance/finance-hub/backend/src/utils/linkTransaction.js\n/volume2/docker/finance/finance-hub/backend/src/utils/recipientTags.js\n===\n/volume2/docker/finance/finance-hub/frontend/src/App.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/FilterBar.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentCard.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentList.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/PaymentTable.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/SettingsPanel.jsx\n/volume2/docker/finance/finance-hub/frontend/src/components/UploadPanel.jsx\n/volume2/docker/finance/finance-hub/frontend/src/hooks/useSettings.js\n/volume2/docker/finance/finance-hub/frontend/src/index.css\n/volume2/docker/finance/finance-hub/frontend/src/main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check running Docker containers","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"docker ps --format \"table {{.Names}}\\t{{.Status}}\\t{{.Ports}}\" 2>/dev/null | head -30","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(Bash completed with no output)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check all Docker containers","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"docker ps -a --format \"table {{.Names}}\\t{{.Status}}\\t{{.Ports}}\" 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Exit code 1","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check status of auth and finance-hub Docker services","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd /volume2/docker/finance/auth && docker compose ps 2>/dev/null || echo \"NOT RUNNING\"\necho \"===\"\ncd /volume2/docker/finance/finance-hub && docker compose ps 2>/dev/null || echo \"NOT RUNNING\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"NOT RUNNING\n===\nNOT RUNNING","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me check a few more details before forming recommendations.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"README.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Check payments-logger auth config","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cat /volume2/docker/finance/payments-logger/auth/.env.example 2>/dev/null && echo \"===\" && cat /volume2/docker/finance/payments-logger/auth/.env 2>/dev/null","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Copy this file to .env and fill in all values before starting\n\n# ── Image versions ───────────────────────────────────────────────────────────\n# Pinned tag applied to server, worker, AND outpost — they must always match.\n# To upgrade: change this one value and run: docker compose pull && docker compose up -d\n# Check releases: https://github.com/goauthentik/authentik/releases\nAUTHENTIK_TAG=2026.2.1\n\n# ── Database ──────────────────────────────────────────────────────────────────\n# Strong password for the PostgreSQL authentik database\n# Used by the postgres container and all authentik services\nPG_PASS=\n\n# ── Authentik core ────────────────────────────────────────────────────────────\n# Cryptographic secret — NEVER share or commit this\n# Generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=\n\n# Full public HTTPS URL where authentik is reachable\n# Must match the domain you configure in NPM\n# Used for OAuth redirects and by the outpost to contact the server\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# ── Bootstrap (first-start only) ─────────────────────────────────────────────\n# If set, authentik creates this admin account automatically on first boot.\n# You can leave these empty and use the /if/flow/initial-setup/ URL instead.\nAUTHENTIK_BOOTSTRAP_EMAIL=you@example.com\nAUTHENTIK_BOOTSTRAP_PASSWORD=\n\n# ── Outpost ───────────────────────────────────────────────────────────────────\n# Token for the proxy outpost container.\n# Leave as \"placeholder\" on first deploy — the outpost will fail to connect\n# until you create it in the UI and paste the real token here (see README step 6).\nAUTHENTIK_OUTPOST_TOKEN=placeholder\n===\n# Authentik image tag — applies to server, worker, AND outpost (must all match)\n# Check latest: https://github.com/goauthentik/authentik/releases\n# Example: 2024.12.3\nAUTHENTIK_TAG=2026.2.1\n\n# PostgreSQL password — used by both postgres and authentik server/worker\nPG_PASS=Og8L5@a1QA6u\n\n# Secret key — generate with: openssl rand -base64 36\nAUTHENTIK_SECRET_KEY=Uq6Mc2oI6zeWtoZcCy+Dw+IdNJ80yIMZk5ZgsP/tYmopFmhB/RHxbN7TNFZDNR1wrao=\n\n# Public URL authentik is reachable at (used for redirects and the outpost)\nAUTHENTIK_HOST=https://auth.lakylak.xyz\n\n# Bootstrap admin account created on first start (can be left empty to set via UI)\nAUTHENTIK_BOOTSTRAP_EMAIL=kovaliklukas@proton.me\nAUTHENTIK_BOOTSTRAP_PASSWORD=3bAc4Jcs\n\n# Outpost token — leave as placeholder until you create the outpost in the Authentik UI\n# See README.md step 6 for how to get this value\nAUTHENTIK_OUTPOST_TOKEN=H7Ppl2ps6h6e1mJ0CwXXoklQScbFJ1gT5WYXErtaRRQz5ukWfES78OXLVz6S","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Test if Authentik and finance backend are reachable","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 10 pending changes
10
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
mcp
scripts
.env
.env.example
M
.gitignore
M
docker-compose.yml
M
README.md
sms_export.json
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
.env.example, preview, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
sms_export.json, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS]
# Secret key — generate with: openssl rand -base64 36
[ENV_SECRET]
# Public URL authentik is reachable at (used for redirects and the outpost)
AUTHENTIK_HOST=https://auth.lakylak.xyz
# Bootstrap admin account created on first start (can be left empty to set via UI)
AUTHENTIK_BOOTSTRAP_EMAIL=[EMAIL]
[ENV_SECRET]
# Outpost token — leave as placeholder until you create the outpost in the Authentik UI
# See README.md step 6 for how to get this value
[ENV_SECRET]
Bash
Test if Authentik and finance backend are reachable
IN...
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2026-05-09T17:03:39.714420+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778346219714_m2.jpg...
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iTerm2
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0413\u0418\u042f | Debit: 0.09 EUR",
0413\u0418\u042f | Debit: 0.09 EUR",
"date": "2026-05-04T00:00:00.000Z",
"type": null,
"card": null,
"recipient": "\u0415\u041b\u0415\u041a\u0422P\u041e\u0425\u041e\u041b\u0414\u041fP\u041e\u0414\u0410\u0416\u0411\u0418/\u0414\u0421\u041a\u0414\u0418\u0420\u0415\u041a\u0422/\u0415\u041b.\u0415\u041d\u0415\u0420\u0413\u0418\u042f",
"amount": 0.09,
"currency": "EUR",
"balance": null,
"source": "UPLOAD",
"debitBgn": 0.09,
"creditBgn": null,
"transactionType": "\u041a\u041e\u041c\u0423\u041d\u0410\u041b\u041d\u0418 \u0423\u0421\u041b\u0423\u0413\u0418",
"payerAccount": "[IBAN]",
"autoTags": [
"Bills"
]
},
{
"rawMessage": "Date: 04.05.2026 | Type: \u041a\u041e\u041c\u0423\u041d\u0410\u041b\u041d\u0418 \u0423\u0421\u041b\u0423\u0413\u0418 | Payee: \u04210\u0424\u0418\u0419\u0421\u041a\u0410 \u0412\u041e\u0414\u0410 \u0414\u0421\u041a \u0414\u0418\u0420\u0415\u041a\u0422 | Debit: 29.54 EUR",
"date": "2026-05-04T00:00:00.000Z",
"type": null,
"card": null,
"recipient": "\u04210\u0424\u0418\u0419\u0421\u041a\u0410 \u0412\u041e\u0414\u0410 \u0414\u0421\u041a \u0414\u0418\u0420\u0415\u041a\u0422",
"amount": 29.54,
"currency": "EUR",
"balance": null,
"source": "UPLOAD",
"debitBgn": 29.54,
"creditBgn": null,
"transactionType": "\u041a\u041e\u041c\u0423\u041d\u0410\u041b\u041d\u0418 \u0423\u0421\u041b\u0423\u0413\u0418",
"payerAccount": "[IBAN]",
"autoTags": [
"Bills"
]
}
],
"total": 10,
"skipped": 0,
"errors": []
}
]
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ clear
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -o /dev/null -w "%{http_code}" [URL_WITH_CREDENTIALS] ~/Downloads $ curl -s -H "Authorization: [AUTH_TOKEN]" \
[URL_WITH_CREDENTIALS] ~/Downloads $ curl -s -H "Authorization: [AUTH_TOKEN]" \
"[URL_WITH_CREDENTIALS] ~/Downloads $
DOCKER
Close Tab
DEV (-zsh)
Close Tab
APP (-zsh)
Close Tab
-zsh
Close Tab
screenpipe"
Close Tab
-zsh
Close Tab
ssh
Close Tab
⌥⌘1
-zsh...
|
[{"role":"AXTextArea","text [{"role":"AXTextArea","text":"0413\\u0418\\u042f | Debit: 0.09 EUR\",\n \"date\": \"2026-05-04T00:00:00.000Z\",\n \"type\": null,\n \"card\": null,\n \"recipient\": \"\\u0415\\u041b\\u0415\\u041a\\u0422P\\u041e\\u0425\\u041e\\u041b\\u0414\\u041fP\\u041e\\u0414\\u0410\\u0416\\u0411\\u0418/\\u0414\\u0421\\u041a\\u0414\\u0418\\u0420\\u0415\\u041a\\u0422/\\u0415\\u041b.\\u0415\\u041d\\u0415\\u0420\\u0413\\u0418\\u042f\",\n \"amount\": 0.09,\n \"currency\": \"EUR\",\n \"balance\": null,\n \"source\": \"UPLOAD\",\n \"debitBgn\": 0.09,\n \"creditBgn\": null,\n \"transactionType\": \"\\u041a\\u041e\\u041c\\u0423\\u041d\\u0410\\u041b\\u041d\\u0418 \\u0423\\u0421\\u041b\\u0423\\u0413\\u0418\",\n \"payerAccount\": \"BG15STSA93000004594031\",\n \"autoTags\": [\n \"Bills\"\n ]\n },\n {\n \"rawMessage\": \"Date: 04.05.2026 | Type: \\u041a\\u041e\\u041c\\u0423\\u041d\\u0410\\u041b\\u041d\\u0418 \\u0423\\u0421\\u041b\\u0423\\u0413\\u0418 | Payee: \\u04210\\u0424\\u0418\\u0419\\u0421\\u041a\\u0410 \\u0412\\u041e\\u0414\\u0410 \\u0414\\u0421\\u041a \\u0414\\u0418\\u0420\\u0415\\u041a\\u0422 | Debit: 29.54 EUR\",\n \"date\": \"2026-05-04T00:00:00.000Z\",\n \"type\": null,\n \"card\": null,\n \"recipient\": \"\\u04210\\u0424\\u0418\\u0419\\u0421\\u041a\\u0410 \\u0412\\u041e\\u0414\\u0410 \\u0414\\u0421\\u041a \\u0414\\u0418\\u0420\\u0415\\u041a\\u0422\",\n \"amount\": 29.54,\n \"currency\": \"EUR\",\n \"balance\": null,\n \"source\": \"UPLOAD\",\n \"debitBgn\": 29.54,\n \"creditBgn\": null,\n \"transactionType\": \"\\u041a\\u041e\\u041c\\u0423\\u041d\\u0410\\u041b\\u041d\\u0418 \\u0423\\u0421\\u041b\\u0423\\u0413\\u0418\",\n \"payerAccount\": \"BG03STSA93000045940400\",\n \"autoTags\": [\n \"Bills\"\n ]\n }\n ],\n \"total\": 10,\n \"skipped\": 0,\n \"errors\": []\n }\n]\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ clear\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -o /dev/null -w \"%{http_code}\" https://finance-hub.lakylak.xyz/api/payments\n302% \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s https://finance-hub.lakylak.xyz/api/health\n{\"status\":\"ok\",\"timestamp\":\"2026-05-09T16:43:04.504Z\",\"storage\":{\"type\":\"PostgreSQL\",\"host\":\"db\",\"database\":\"finance_hub\"}}% lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -H \"Authorization: Bearer 94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c\" \\\n https://finance-hub.lakylak.xyz/api/payments?limit=1 | head -50\nzsh: no matches found: https://finance-hub.lakylak.xyz/api/payments?limit=1\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -H \"Authorization: Bearer 94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c\" \\\n \"https://finance-hub.lakylak.xyz/api/payments?limit=1\"\n\n<html>\n<head><title>302 Found</title></head>\n<body>\n<center><h1>302 Found</h1></center>\n<hr><center>openresty</center>\n</body>\n</html>\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s https://finance-mcp.lakylak.xyz/.well-known/oauth-authorization-server | python3 -m json.tool\n\n{\n \"issuer\": \"https://auth.lakylak.xyz/application/o/finance-hub-mcp/\",\n \"authorization_endpoint\": \"https://auth.lakylak.xyz/application/o/authorize/\",\n \"token_endpoint\": \"https://auth.lakylak.xyz/application/o/token/\",\n \"jwks_uri\": \"https://auth.lakylak.xyz/application/o/finance-hub-mcp/jwks/\",\n \"response_types_supported\": [\n \"code\"\n ],\n \"grant_types_supported\": [\n \"authorization_code\",\n \"refresh_token\"\n ],\n \"code_challenge_methods_supported\": [\n \"S256\"\n ],\n \"scopes_supported\": [\n \"openid\",\n \"profile\",\n \"email\"\n ],\n \"token_endpoint_auth_methods_supported\": [\n \"none\"\n ]\n}\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $","depth":4,"bounds":{"left":0.2699468,"top":0.4309657,"width":0.4787234,"height":0.56903434},"on_screen":true,"value":"0413\\u0418\\u042f | Debit: 0.09 EUR\",\n \"date\": \"2026-05-04T00:00:00.000Z\",\n \"type\": null,\n \"card\": null,\n \"recipient\": \"\\u0415\\u041b\\u0415\\u041a\\u0422P\\u041e\\u0425\\u041e\\u041b\\u0414\\u041fP\\u041e\\u0414\\u0410\\u0416\\u0411\\u0418/\\u0414\\u0421\\u041a\\u0414\\u0418\\u0420\\u0415\\u041a\\u0422/\\u0415\\u041b.\\u0415\\u041d\\u0415\\u0420\\u0413\\u0418\\u042f\",\n \"amount\": 0.09,\n \"currency\": \"EUR\",\n \"balance\": null,\n \"source\": \"UPLOAD\",\n \"debitBgn\": 0.09,\n \"creditBgn\": null,\n \"transactionType\": \"\\u041a\\u041e\\u041c\\u0423\\u041d\\u0410\\u041b\\u041d\\u0418 \\u0423\\u0421\\u041b\\u0423\\u0413\\u0418\",\n \"payerAccount\": \"BG15STSA93000004594031\",\n \"autoTags\": [\n \"Bills\"\n ]\n },\n {\n \"rawMessage\": \"Date: 04.05.2026 | Type: \\u041a\\u041e\\u041c\\u0423\\u041d\\u0410\\u041b\\u041d\\u0418 \\u0423\\u0421\\u041b\\u0423\\u0413\\u0418 | Payee: \\u04210\\u0424\\u0418\\u0419\\u0421\\u041a\\u0410 \\u0412\\u041e\\u0414\\u0410 \\u0414\\u0421\\u041a \\u0414\\u0418\\u0420\\u0415\\u041a\\u0422 | Debit: 29.54 EUR\",\n \"date\": \"2026-05-04T00:00:00.000Z\",\n \"type\": null,\n \"card\": null,\n \"recipient\": \"\\u04210\\u0424\\u0418\\u0419\\u0421\\u041a\\u0410 \\u0412\\u041e\\u0414\\u0410 \\u0414\\u0421\\u041a \\u0414\\u0418\\u0420\\u0415\\u041a\\u0422\",\n \"amount\": 29.54,\n \"currency\": \"EUR\",\n \"balance\": null,\n \"source\": \"UPLOAD\",\n \"debitBgn\": 29.54,\n \"creditBgn\": null,\n \"transactionType\": \"\\u041a\\u041e\\u041c\\u0423\\u041d\\u0410\\u041b\\u041d\\u0418 \\u0423\\u0421\\u041b\\u0423\\u0413\\u0418\",\n \"payerAccount\": \"BG03STSA93000045940400\",\n \"autoTags\": [\n \"Bills\"\n ]\n }\n ],\n \"total\": 10,\n \"skipped\": 0,\n \"errors\": []\n }\n]\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ clear\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -o /dev/null -w \"%{http_code}\" https://finance-hub.lakylak.xyz/api/payments\n302% \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s https://finance-hub.lakylak.xyz/api/health\n{\"status\":\"ok\",\"timestamp\":\"2026-05-09T16:43:04.504Z\",\"storage\":{\"type\":\"PostgreSQL\",\"host\":\"db\",\"database\":\"finance_hub\"}}% lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -H \"Authorization: Bearer 94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c\" \\\n https://finance-hub.lakylak.xyz/api/payments?limit=1 | head -50\nzsh: no matches found: https://finance-hub.lakylak.xyz/api/payments?limit=1\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -H \"Authorization: Bearer 94bb2917b9a1b9dcbaec49e7009c2a6b222fc310d32f530aa07e411e8d4a058c\" \\\n \"https://finance-hub.lakylak.xyz/api/payments?limit=1\"\n\n<html>\n<head><title>302 Found</title></head>\n<body>\n<center><h1>302 Found</h1></center>\n<hr><center>openresty</center>\n</body>\n</html>\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s https://finance-mcp.lakylak.xyz/.well-known/oauth-authorization-server | python3 -m json.tool\n\n{\n \"issuer\": \"https://auth.lakylak.xyz/application/o/finance-hub-mcp/\",\n \"authorization_endpoint\": \"https://auth.lakylak.xyz/application/o/authorize/\",\n \"token_endpoint\": \"https://auth.lakylak.xyz/application/o/token/\",\n \"jwks_uri\": \"https://auth.lakylak.xyz/application/o/finance-hub-mcp/jwks/\",\n \"response_types_supported\": [\n \"code\"\n ],\n \"grant_types_supported\": [\n \"authorization_code\",\n \"refresh_token\"\n ],\n \"code_challenge_methods_supported\": [\n \"S256\"\n ],\n \"scopes_supported\": [\n \"openid\",\n \"profile\",\n \"email\"\n ],\n \"token_endpoint_auth_methods_supported\": [\n \"none\"\n ]\n}\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads 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1620353852688583273
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912713862244608455
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click
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accessibility
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NULL
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0413\u0418\u042f | Debit: 0.09 EUR",
0413\u0418\u042f | Debit: 0.09 EUR",
"date": "2026-05-04T00:00:00.000Z",
"type": null,
"card": null,
"recipient": "\u0415\u041b\u0415\u041a\u0422P\u041e\u0425\u041e\u041b\u0414\u041fP\u041e\u0414\u0410\u0416\u0411\u0418/\u0414\u0421\u041a\u0414\u0418\u0420\u0415\u041a\u0422/\u0415\u041b.\u0415\u041d\u0415\u0420\u0413\u0418\u042f",
"amount": 0.09,
"currency": "EUR",
"balance": null,
"source": "UPLOAD",
"debitBgn": 0.09,
"creditBgn": null,
"transactionType": "\u041a\u041e\u041c\u0423\u041d\u0410\u041b\u041d\u0418 \u0423\u0421\u041b\u0423\u0413\u0418",
"payerAccount": "[IBAN]",
"autoTags": [
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},
{
"rawMessage": "Date: 04.05.2026 | Type: \u041a\u041e\u041c\u0423\u041d\u0410\u041b\u041d\u0418 \u0423\u0421\u041b\u0423\u0413\u0418 | Payee: \u04210\u0424\u0418\u0419\u0421\u041a\u0410 \u0412\u041e\u0414\u0410 \u0414\u0421\u041a \u0414\u0418\u0420\u0415\u041a\u0422 | Debit: 29.54 EUR",
"date": "2026-05-04T00:00:00.000Z",
"type": null,
"card": null,
"recipient": "\u04210\u0424\u0418\u0419\u0421\u041a\u0410 \u0412\u041e\u0414\u0410 \u0414\u0421\u041a \u0414\u0418\u0420\u0415\u041a\u0422",
"amount": 29.54,
"currency": "EUR",
"balance": null,
"source": "UPLOAD",
"debitBgn": 29.54,
"creditBgn": null,
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ clear
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Downloads $ curl -s -o /dev/null -w "%{http_code}" [URL_WITH_CREDENTIALS] ~/Downloads $ curl -s -H "Authorization: [AUTH_TOKEN]" \
[URL_WITH_CREDENTIALS] ~/Downloads $ curl -s -H "Authorization: [AUTH_TOKEN]" \
"[URL_WITH_CREDENTIALS] ~/Downloads $
DOCKER
Close Tab
DEV (-zsh)
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APP (-zsh)
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-zsh
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screenpipe"
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-zsh
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ssh
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⌥⌘1
-zsh...
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14184
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2026-05-09T17:03:53.138321+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778346233138_m1.jpg...
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Firefox
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Claude — Personal
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True
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claude.ai/settings/connectors
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monitor_1
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NULL
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NULL
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Pull requests · screenpipe/screenpipe · GitHub
Clo Pull requests · screenpipe/screenpipe · GitHub
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DNS / Nameservers | Hostinger
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Nginx Proxy Manager
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Screenpipe — Archive
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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DXP4800PLUS-B5F8
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AFFiNE - All In One KnowledgeOS
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All docs · AFFiNE
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Payments Logger
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Your old PC can run Windows 11 in a VM, but not on bare metal - [EMAIL] - Gmail
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Location Logger
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Finance Hub
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Select: transactions - db - Adminer
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Recents Hide
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Code diff review
Code diff review
HubSpot rate limit implementation strategy
HubSpot rate limit implementation strategy
Screenpipe retention policy code location
Screenpipe retention policy code location
Viewing retention policy in screenpipe
Viewing retention policy in screenpipe
Clean shot x video recording termination issue
Clean shot x video recording termination issue
HubSpot rate limit handling with executeRequest
HubSpot rate limit handling with executeRequest
Untitled
Untitled
💬 Screen pipe. Is there ability…
💬 Screen pipe. Is there ability…
SMB mount access inconsistency between Finder and iTerm
SMB mount access inconsistency between Finder and iTerm
💬 What is the best switch I can…
💬 What is the best switch I can…
Permission denied on screenpipe volume
Permission denied on screenpipe volume
Screenpipe sync database attachment error
Screenpipe sync database attachment error
Last swimming outing with Dani
Last swimming outing with Dani
Definition of incarcerated
Definition of incarcerated
Chromecast remote volume buttons not working
Chromecast remote volume buttons not working
Salesforce API errors with Organization and FieldDefinition queries
Salesforce API errors with Organization and FieldDefinition queries
Daily activity summary from screenpipe data
Daily activity summary from screenpipe data
MacBook unexpected restarts and kanji screen
MacBook unexpected restarts and kanji screen
Security patch review and testing guidance
Security patch review and testing guidance
Food calorie values reference
Food calorie values reference
Tracking location history from last week
Tracking location history from last week
Screenpipe WAL processing when stopped
Screenpipe WAL processing when stopped
Reviewing recent conversation highlights
Reviewing recent conversation highlights
Mac aliases not recognized
Mac aliases not recognized
Boosteroid still recording despite ignored windows setting
Boosteroid still recording despite ignored windows setting
Missing JavaScript promise in authorization response
Missing JavaScript promise in authorization response
Linux SQLite UI for NAS
Linux SQLite UI for NAS
Claude API 500 internal server error
Claude API 500 internal server error
Screenpipe query capabilities and usage
Screenpipe query capabilities and usage
eGPU compatibility with Mac mini and Studio
eGPU compatibility with Mac mini and Studio
All chats
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Add custom connector...
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Pull requests · screenpipe/screenpipe · GitHub
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Code diff review
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HubSpot rate limit implementation strategy
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Viewing retention policy in screenpipe
Viewing retention policy in screenpipe
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Clean shot x video recording termination issue
HubSpot rate limit handling with executeRequest
HubSpot rate limit handling with executeRequest
Untitled
Untitled
💬 Screen pipe. Is there ability…
💬 Screen pipe. Is there ability…
SMB mount access inconsistency between Finder and iTerm
SMB mount access inconsistency between Finder and iTerm
💬 What is the best switch I can…
💬 What is the best switch I can…
Permission denied on screenpipe volume
Permission denied on screenpipe volume
Screenpipe sync database attachment error
Screenpipe sync database attachment error
Last swimming outing with Dani
Last swimming outing with Dani
Definition of incarcerated
Definition of incarcerated
Chromecast remote volume buttons not working
Chromecast remote volume buttons not working
Salesforce API errors with Organization and FieldDefinition queries
Salesforce API errors with Organization and FieldDefinition queries
Daily activity summary from screenpipe data
Daily activity summary from screenpipe data
MacBook unexpected restarts and kanji screen
MacBook unexpected restarts and kanji screen
Security patch review and testing guidance
Security patch review and testing guidance
Food calorie values reference
Food calorie values reference
Tracking location history from last week
Tracking location history from last week
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Screenpipe WAL processing when stopped
Reviewing recent conversation highlights
Reviewing recent conversation highlights
Mac aliases not recognized
Mac aliases not recognized
Boosteroid still recording despite ignored windows setting
Boosteroid still recording despite ignored windows setting
Missing JavaScript promise in authorization response
Missing JavaScript promise in authorization response
Linux SQLite UI for NAS
Linux SQLite UI for NAS
Claude API 500 internal server error
Claude API 500 internal server error
Screenpipe query capabilities and usage
Screenpipe query capabilities and usage
eGPU compatibility with Mac mini and Studio
eGPU compatibility with Mac mini and Studio
All chats
All chats
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LK
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Billing
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Usage
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Capabilities
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Connectors
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Claude Code
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Claude in Chrome
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Connectors
Connectors
Allow Claude to reference other apps and services for more context.
Connectors have moved to
Customize
Customize
.
Browse connectors
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Let Claude surface connectors from the directory that may be relevant to your conversation.
Discovery
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Location Logger
CUSTOM
Connection has expired. You can reconnect to re-authenticate.
Connect
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Connect
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2026-05-09T18:00:58.254448+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778349658254_m1.jpg...
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iTerm2
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True
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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Highlighted Error","depth":4,"bounds":{"left":0.39660904,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4039229,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n // First try to get Retry-After from response headers\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n if (method_exists($e, 'getResponseBody')) {\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n $policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {\n return 10;\n }\n if ($policyName === 'SECONDLY' || $policyName === 'secondly') {\n return 1;\n }\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n//\n// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n// $body = json_decode((string) $response->getBody(), true);\n//\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n // First try to get Retry-After from response headers\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n if (method_exists($e, 'getResponseBody')) {\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n $policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {\n return 10;\n }\n if ($policyName === 'SECONDLY' || $policyName === 'secondly') {\n return 1;\n }\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n//\n// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n// $body = json_decode((string) $response->getBody(), true);\n//\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = 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{\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.43018618,"top":0.09736632,"width":0.56981385,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.43018618,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.43018618,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.43018618,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.43018618,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.43018618,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.43018618,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.43018618,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.43018618,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.43018618,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.43018618,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.43018618,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.43018618,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.43018618,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.43018618,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.43018618,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.43018618,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.43018618,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.43018618,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.43018618,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.43018618,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.43018618,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.43018618,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.43018618,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.43018618,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
3945936137426111455
|
-2844612687994943388
|
visual_change
|
accessibility
|
NULL
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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FirefoxFileEditViewHistoryBookmarksProfilesToolsWi FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpDaily - Platform • now100% 12Mon 11 May 9:51:12meet.google.com/mie-gawc-dsi?authuser=[EMAIL] Yankov (Presenting)9Platform Team %.Q Search poaraAJ Panorama for CallScoring n 0oEAUTOMATED AL SGOKINGReady for DevQ J-20301Setup test coverage forProphet in SonarMABNTENANCEBackiogE 3-19951C Jy 2011 Servic© PlachoE3 Jmic83 Promehttps:/jminny.atiassian.net/jira/software/c/projects/JY/boards/37?selectedissue=JY-20625D ProjectsE3SSHsy-20739 / Q JY-20625[POC]Jiminny MCP ConnectorDescriptionCustomers are starting to use AI tool (like Claude and GPT) to connect the information from all f their platform into oneplace. Which they then ufe to interrogate and perform different analysis on their data. We want to create a Jiminny MCPwhich will enable them to connect their Jiminny data to Claude/GPT.• create a POC to demonstrate the approach• determine form where the data needs to be fetched - long term we want to fetch everything from Elastic Search but inorder to release it faster we can consider a temporary mixed approach with the DB• Getermine what tre auccracaton necos to de lkcep in mao teout ementearothe epproderatnongo snoerd be contiried wan surtkd ano tirye• product requirements - E Jiminny MCP Connector••+33% DonePrioctySOYYAssig..asy ulsCieewoe= м.0 N...IN DE -% JY-20743toois/istResearch Competitor's MCP= м• N...O Alteos0 CatsC Atteei* Ciauoe© JminXMCP3amelEa Datadog% Ciaude3 CircieCISentryD laveInsights & Coachin0 Der• appialMon 11 May 9:51L Al dobkmarxslNikolay IvanovNikolay YankovIn ProgressDetailsAssignae• Nikolay NikolowAssign to meReporter2 Galya DimitrovaDevelopmentQ Open with VS CodeJ Create branch61 commits1 pull request1 build incompleteComponentsPlatformSub-ProductAdd optionsLabelsStory pont estmaioIx Improve Spike4 days agoorthAI Reports > Empty pagedesign and promotonAJ RIPSRTSDepicyndД -30372 |3 #1 »***= 0JrCK Và ALUIC20726 1 6 •***=Allow users to deiete SSand Panorama promptswhen those are used in a...AКrОкTSDeployed0 - 20770 22 9000 -Release AJ PanoramaAJRSPOSTSDeployed0 -20180 0$ 11 че.teciaoenary in the CRM4 othersSteliyan Georgiev9:51 AM | Daily - Platform...Lukas Kovalik2:46...
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FirefoxFileEditViewHistoryBookmarksProfilesToolsWi FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpDaily - Platform • now100% 12Mon 11 May 9:51:12meet.google.com/mie-gawc-dsi?authuser=[EMAIL] Yankov (Presenting)9Platform Team %.Q Search poaraAJ Panorama for CallScoring n 0oEAUTOMATED AL SGOKINGReady for DevQ J-20301Setup test coverage forProphet in SonarMABNTENANCEBackiogE 3-19951C Jy 2011 Servic© PlachoE3 Jmic83 Promehttps:/jminny.atiassian.net/jira/software/c/projects/JY/boards/37?selectedissue=JY-20625D ProjectsE3SSHsy-20739 / Q JY-20625[POC]Jiminny MCP ConnectorDescriptionCustomers are starting to use AI tool (like Claude and GPT) to connect the information from all f their platform into oneplace. Which they then ufe to interrogate and perform different analysis on their data. We want to create a Jiminny MCPwhich will enable them to connect their Jiminny data to Claude/GPT.• create a POC to demonstrate the approach• determine form where the data needs to be fetched - long term we want to fetch everything from Elastic Search but inorder to release it faster we can consider a temporary mixed approach with the DB• Getermine what tre auccracaton necos to de lkcep in mao teout ementearothe epproderatnongo snoerd be contiried wan surtkd ano tirye• product requirements - E Jiminny MCP Connector••+33% DonePrioctySOYYAssig..asy ulsCieewoe= м.0 N...IN DE -% JY-20743toois/istResearch Competitor's MCP= м• N...O Alteos0 CatsC Atteei* Ciauoe© JminXMCP3amelEa Datadog% Ciaude3 CircieCISentryD laveInsights & Coachin0 Der• appialMon 11 May 9:51L Al dobkmarxslNikolay IvanovNikolay YankovIn ProgressDetailsAssignae• Nikolay NikolowAssign to meReporter2 Galya DimitrovaDevelopmentQ Open with VS CodeJ Create branch61 commits1 pull request1 build incompleteComponentsPlatformSub-ProductAdd optionsLabelsStory pont estmaioIx Improve Spike4 days agoorthAI Reports > Empty pagedesign and promotonAJ RIPSRTSDepicyndД -30372 |3 #1 »***= 0JrCK Và ALUIC20726 1 6 •***=Allow users to deiete SSand Panorama promptswhen those are used in a...AКrОкTSDeployed0 - 20770 22 9000 -Release AJ PanoramaAJRSPOSTSDeployed0 -20180 0$ 11 че.teciaoenary in the CRM4 othersSteliyan Georgiev9:51 AM | Daily - Platform...Lukas Kovalik2:46...
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53 )Returning to home screen+FirefoxFileEdit ViewC 53 )Returning to home screen+FirefoxFileEdit ViewCHistoryBookmarksProfiles Tools WindowHelp=@ meet.google.com/mie-gawc-dsi?authuser=[EMAIL]< →0 lhl • | Daily - Platform • 3 m left100% C47 8• Mon 11 May 10:02:32You left the meetingRejoinReturn to home screenHow was the audio and video?PS-31Finder(*))13m 54sNTiG491,3 MBFeedback...
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53 )Returning to home screen+FirefoxFileEdit ViewC 53 )Returning to home screen+FirefoxFileEdit ViewCHistoryBookmarksProfiles Tools WindowHelp=@ meet.google.com/mie-gawc-dsi?authuser=[EMAIL]< →0 lhl • | Daily - Platform • 3 m left100% C47 8• Mon 11 May 10:02:32You left the meetingRejoinReturn to home screenHow was the audio and video?PS-31Finder(*))13m 54sNTiG491,3 MBFeedback...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
Sync Changes
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
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HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n // First try to get Retry-After from response headers\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n if (method_exists($e, 'getResponseBody')) {\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n $policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {\n return 10;\n }\n if ($policyName === 'SECONDLY' || $policyName === 'secondly') {\n return 1;\n }\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n//\n// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n// $body = json_decode((string) $response->getBody(), true);\n//\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n // First try to get Retry-After from response headers\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n if (method_exists($e, 'getResponseBody')) {\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n $policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {\n return 10;\n }\n if ($policyName === 'SECONDLY' || $policyName === 'secondly') {\n return 1;\n }\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n//\n// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n// $body = json_decode((string) $response->getBody(), true);\n//\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n// \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.6296542,"top":0.10055866,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.6409575,"top":0.09896249,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.64827126,"top":0.09896249,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.43018618,"top":0.09736632,"width":0.56981385,"height":0.632083},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.43018618,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.43018618,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.43018618,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.43018618,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.43018618,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.43018618,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.43018618,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.43018618,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.43018618,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.43018618,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.43018618,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.43018618,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.43018618,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.43018618,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.43018618,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.43018618,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.43018618,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.43018618,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.43018618,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.43018618,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.43018618,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.43018618,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.43018618,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.43018618,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
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NotionMISTOMrTavsco.s?9 JY-20725-handle-HS-search- NotionMISTOMrTavsco.s?9 JY-20725-handle-HS-search-rate-limitProiect© HubspotPaginationService.php>M lustCalli© HubspotSyncStrategyBase.phpm PushSummarvToCrm> D RingCentral>• ZoomPhone© ActivityChangeCatego© AssignOwnership.php(C) ConferenceCrmMatch© MatchactivityermData.php© ermactivilyservice.phgc MatchermData.ono© DeleteActivities.php© DeleteTeamChurnData© DeleteTeamsRetentior© HardDeleteActivities.pc) HarcDeleteacuivity.onc) keindexroraccouniJo!© ReindexForContact.JotC) ReindexForGrouoJob.r© ReindexForLeadJob.pl(C) ReindexForOpportunit© ReindeyForlJser.Job.ph(C) RetrvActivitvSvnc.00.1l@ SyncActivity.php(C) TeardownStream.ohoM Ai AutomationM A Renorts> Audiov AutomatedRenorts(c) ReauectGenerateAck.1© RequestGenerateRepo© SendReportExpiringSo(C) SendPenart loh nhnl© SendReportMailJob.ph© SendReportNotGenera> @ Calendarv D Crmv 0 Delete© DeleteAccountJob.© DeleteContact.Job.r€ DeleteCrmEntityTra© DeleteLeadJob.php© DeleteOpportunityJ© VerifvActivitvCrmTa>MHubspot> M Salesforce© AutoloaDelavedToCrm@ CheckAndRetrvRemoti© CreateFollowupActivit.C) CreateNotes.oho(C) MatchActivitvCrmbate(C) SaveActivitv nhnuse ILLuminate Contracts \queue \ShouLdBeUnaque;use "Luminate contracts Queve Shou doveue:use Illuminate Database Connection;use Illuminate \Queue \InteractsWithQueue;use Illuminate \Queue\SerializesModelsuse iluminate Suoport Facades Loa:use Jiminny Component \Queue \Constants;use Jiminny Excentions InvalidArgumentExcentionsuse Jiminny|Jobs\Job;use Jiminny\Jobs\MiddLeware\HandLeHubspotRateLimit;use Jiminny|Models\Activity;use Jiminny Models\Crm\Configuration;use Jiminny Repositories ActivityRepository:use Jiminny (Services \Crm\CrmActivityService;use Psr\Container\ContainerExceptionInterface;use Psr\Container\NotFoundExceptionInterface;use Throwable:class MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUniqueuse InteractsWithQueve:use SerializesModels:public int Stries = 3:10 usagesprivate int Sactivitvid:private ?Confiauration sfronConfiauration:orivate hool SremoteSearch.public function middleware: arrayt...}public function constructfint SactivityId,?Configuration $fromConfiguration = null,bool SremoteSearch = false,public function uniqueldo: stringf...}public function timeouto: intf...}1 usagepublic function uniqueFor0: intf...}rctand vour Laravel ann code II Generate II Don't Show Anvmore (todav Q•08)© SyncRelatedActivityManager.php= custom.log X=laravel.logA SF (© ProspectCache.php# console [PKob.A console [EU]С Cпескапокetrукemotematch.ong[2026-05-07 14:21:15] local"neaders".?"Date": ["Thu,07 May 2026 14"Loncent-lyoe". "applicac!"Transter-Encoding":"chunMM8AY"CF-Ray":"9t80deb8dbo0dcs"CF-Cache-Status":"DYNAM!"Vary"*"orioin.accent-encodino""server-timino": "hcid:di"Set-Cookip"."" cfhm=.A7-Mav-26 14•51•15 GMT"Renont-To"."","endpoints\":[{"url\":\"https:|V/NV/a.nei\"group)":\"cf-nel\","max_age\":604800}"]|"NEL":["{\"success_fraction\":0.01,"report to\":|"cf-nel\"."max age":604800}"]"Server":["cloudflare"]}} {"correlation_id":"95236535"trace_id":"c7ab8365-903f-4L Lukas Kovalik's No..<>n HomeWork Knowledge~303EA DSK Report 2023L POS PAYMENT 02.01.2023 13..Report 2025... More5 YEAR 20262 App replacement- Read latenE LOGS2 Report 2024Videos4 Todo* Testã DailyAgents+ New aaentQuick Note- WorkKnowledaepe IdeasPrivate( Finance hubE Home views(A Intearation-appWork Knowledge4 testing keyboard4 Todo2 YEAR 2026( New pagePerconal Home1 LOGS2 Budaet2) Apartmár( Router~391~475~697~1212~1401~1405~14201462лAсOª) Population decline explained~1471*New chat x0Hubspot APl callso Hubspot Hubspot APl callsgetinstance()->contactProperties()->get()geunstance->dealrroperties"geuinstance"->getcliento.>request"GET'. pipelines)/integrations/v1/me)client->getOwners()client->search"companies" "contacts">getPaginatedData(Spayload,client.>getPaginatedData($payload,getinstance->companies"->searchBvDomaino>getPaginatedData(Spayload,client->getNewinstance()->searchApi()->doSearch()getinstance->engagementso-aetNewinstance/->crm>update()getNewinstance()->crm()->companies)->basicApi0.>update"suodatedaetinstancel_sdeals>getByld()getinstance ()->contacts()->getbyldogetinstance->companies)-aetinstance)->enqagements"->aet?)getinstance()->deals()->update()aetCrmFieldogecerrtetolysyncPipelinessynerrotllesfind() - 2x search callsgerlasks — 4x callsmatchByDomainmatchExactlyByParticipant()createlranscriptNotesuodateRecordupdaterecorduodateRecord (TASKaetCrm0biectBviddaetCrn0hiectRutdl)getcrmobiectbyidoaetCrmObiectByidohell"suppon Dally• In 4h 4/ mANOANOANOA NOANOVYESVIYES (via pagination)VYESAA NO — raw vI SDKV YESA NO - raw SDK, bypasseseverythingA NOANOANOANOANOANOA NOA NOANO4 BURST4 RUPST* BURST* BURSTI4 RUPST• SEARCHSEARCH• SFARCH• SEARCHSEARCH• SFARCH4 BURST4 BURSTI- BURSTI4 BURST- BURSTI4 RURST4 BURSTLpuDeT4 BURSTI4 BURST100% 2• Mon 11 May 10:13:26Edited 2d ago...
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NotionMISTOMrTavsco.s?9 JY-20725-handle-HS-search- NotionMISTOMrTavsco.s?9 JY-20725-handle-HS-search-rate-limitProiect© HubspotPaginationService.php>M lustCalli© HubspotSyncStrategyBase.phpm PushSummarvToCrm> D RingCentral>• ZoomPhone© ActivityChangeCatego© AssignOwnership.php(C) ConferenceCrmMatch© MatchactivityermData.php© ermactivilyservice.phgc MatchermData.ono© DeleteActivities.php© DeleteTeamChurnData© DeleteTeamsRetentior© HardDeleteActivities.pc) HarcDeleteacuivity.onc) keindexroraccouniJo!© ReindexForContact.JotC) ReindexForGrouoJob.r© ReindexForLeadJob.pl(C) ReindexForOpportunit© ReindeyForlJser.Job.ph(C) RetrvActivitvSvnc.00.1l@ SyncActivity.php(C) TeardownStream.ohoM Ai AutomationM A Renorts> Audiov AutomatedRenorts(c) ReauectGenerateAck.1© RequestGenerateRepo© SendReportExpiringSo(C) SendPenart loh nhnl© SendReportMailJob.ph© SendReportNotGenera> @ Calendarv D Crmv 0 Delete© DeleteAccountJob.© DeleteContact.Job.r€ DeleteCrmEntityTra© DeleteLeadJob.php© DeleteOpportunityJ© VerifvActivitvCrmTa>MHubspot> M Salesforce© AutoloaDelavedToCrm@ CheckAndRetrvRemoti© CreateFollowupActivit.C) CreateNotes.oho(C) MatchActivitvCrmbate(C) SaveActivitv nhnuse ILLuminate Contracts \queue \ShouLdBeUnaque;use "Luminate contracts Queve Shou doveue:use Illuminate Database Connection;use Illuminate \Queue \InteractsWithQueue;use Illuminate \Queue\SerializesModelsuse iluminate Suoport Facades Loa:use Jiminny Component \Queue \Constants;use Jiminny Excentions InvalidArgumentExcentionsuse Jiminny|Jobs\Job;use Jiminny\Jobs\MiddLeware\HandLeHubspotRateLimit;use Jiminny|Models\Activity;use Jiminny Models\Crm\Configuration;use Jiminny Repositories ActivityRepository:use Jiminny (Services \Crm\CrmActivityService;use Psr\Container\ContainerExceptionInterface;use Psr\Container\NotFoundExceptionInterface;use Throwable:class MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUniqueuse InteractsWithQueve:use SerializesModels:public int Stries = 3:10 usagesprivate int Sactivitvid:private ?Confiauration sfronConfiauration:orivate hool SremoteSearch.public function middleware: arrayt...}public function constructfint SactivityId,?Configuration $fromConfiguration = null,bool SremoteSearch = false,public function uniqueldo: stringf...}public function timeouto: intf...}1 usagepublic function uniqueFor0: intf...}rctand vour Laravel ann code II Generate II Don't Show Anvmore (todav Q•08)© SyncRelatedActivityManager.php= custom.log X=laravel.logA SF (© ProspectCache.php# console [PKob.A console [EU]С Cпескапокetrукemotematch.ong[2026-05-07 14:21:15] local"neaders".?"Date": ["Thu,07 May 2026 14"Loncent-lyoe". "applicac!"Transter-Encoding":"chunMM8AY"CF-Ray":"9t80deb8dbo0dcs"CF-Cache-Status":"DYNAM!"Vary"*"orioin.accent-encodino""server-timino": "hcid:di"Set-Cookip"."" cfhm=.A7-Mav-26 14•51•15 GMT"Renont-To"."","endpoints\":[{"url\":\"https:|V/NV/a.nei\"group)":\"cf-nel\","max_age\":604800}"]|"NEL":["{\"success_fraction\":0.01,"report to\":|"cf-nel\"."max age":604800}"]"Server":["cloudflare"]}} {"correlation_id":"95236535"trace_id":"c7ab8365-903f-4L Lukas Kovalik's No..<>n HomeWork Knowledge~303EA DSK Report 2023L POS PAYMENT 02.01.2023 13..Report 2025... More5 YEAR 20262 App replacement- Read latenE LOGS2 Report 2024Videos4 Todo* Testã DailyAgents+ New aaentQuick Note- WorkKnowledaepe IdeasPrivate( Finance hubE Home views(A Intearation-appWork Knowledge4 testing keyboard4 Todo2 YEAR 2026( New pagePerconal Home1 LOGS2 Budaet2) Apartmár( Router~391~475~697~1212~1401~1405~14201462лAсOª) Population decline explained~1471*New chat x0Hubspot APl callso Hubspot Hubspot APl callsgetinstance()->contactProperties()->get()geunstance->dealrroperties"geuinstance"->getcliento.>request"GET'. pipelines)/integrations/v1/me)client->getOwners()client->search"companies" "contacts">getPaginatedData(Spayload,client.>getPaginatedData($payload,getinstance->companies"->searchBvDomaino>getPaginatedData(Spayload,client->getNewinstance()->searchApi()->doSearch()getinstance->engagementso-aetNewinstance/->crm>update()getNewinstance()->crm()->companies)->basicApi0.>update"suodatedaetinstancel_sdeals>getByld()getinstance ()->contacts()->getbyldogetinstance->companies)-aetinstance)->enqagements"->aet?)getinstance()->deals()->update()aetCrmFieldogecerrtetolysyncPipelinessynerrotllesfind() - 2x search callsgerlasks — 4x callsmatchByDomainmatchExactlyByParticipant()createlranscriptNotesuodateRecordupdaterecorduodateRecord (TASKaetCrm0biectBviddaetCrn0hiectRutdl)getcrmobiectbyidoaetCrmObiectByidohell"suppon Dally• In 4h 4/ mANOANOANOA NOANOVYESVIYES (via pagination)VYESAA NO — raw vI SDKV YESA NO - raw SDK, bypasseseverythingA NOANOANOANOANOANOA NOA NOANO4 BURST4 RUPST* BURST* BURSTI4 RUPST• SEARCHSEARCH• SFARCH• SEARCHSEARCH• SFARCH4 BURST4 BURSTI- BURSTI4 BURST- BURSTI4 RURST4 BURSTLpuDeT4 BURSTI4 BURST100% 2• Mon 11 May 10:13:26Edited 2d ago...
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778491191321_m1.jpg...
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Include non-project items
Preview
Filter
Open in F Include non-project items
Preview
Filter
Open in Find Tool Window
playbackVis
Http/Controllers/PlaybackController.php
Open In Right Split...
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[{"role":"AXCheckBox","text [{"role":"AXCheckBox","text":"Include non-project items","depth":2,"on_screen":true,"role_description":"checkbox","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Preview","depth":2,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Filter","depth":2,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open in Find Tool Window","depth":2,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"playbackVis","depth":1,"on_screen":true,"value":"playbackVis","role_description":"text field","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Http/Controllers/PlaybackController.php","depth":1,"on_screen":true,"help_text":"Http/Controllers/PlaybackController.php","role_description":"text"},{"role":"AXLink","text":"Open In Right Split","depth":1,"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2249506726641615278
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-7057109132060587831
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visual_change
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accessibility
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NULL
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Include non-project items
Preview
Filter
Open in F Include non-project items
Preview
Filter
Open in Find Tool Window
playbackVis
Http/Controllers/PlaybackController.php
Open In Right Split...
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778494534724_m2.jpg...
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Notion Calendar
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rostmanFavouritesjiminny(* AirDrop• RecentsA Appli rostmanFavouritesjiminny(* AirDrop• RecentsA Applications9 Documents• Downloadsii lukasIcloud• iCloud Drive992 Svnc toldeLocations0 DXP4800PLUS-B5F A49 Network• CRM• Orange|• Red• Yellow• Greer• Blue• Purple• All lags..caltVIewWindowmelpscreenpipearchive.db• #recycledb.sqlite-shmdb.sqlitevi loassync.log• screenpipe.2026-05-07.0.1ogv data•2026-05-072026-05-062026-04.292026-04-27> 2026-04-25•2026-04-24> 2026-04-22• 2026-04-23• 2026-04-20• 2026.04.212026-04-172026-04-16• 2026-04-15• 2026-04-14screenpipe_sync_updated.sharchive.db-oak>?app• db.sqlite-walscreenpipe_sync.shann cettinas ison• screenpipe.db›_pipesXx Hubspot vYour team is now on the Free plan with 1 admin. You retain editing access and other members are read-only. View team permissions to see who can edit, or upgrade to restore collaborationCOLLECTIONSPost meetings scheduledGET get meetingPost aet link to task> POST Create Contact with AssociationHubspotv Iteration run HSGET Read Copyea. An error occurred.eg. successful operationv Iteration run Search HS> Iournal & webhoooks v4|› OAuth> Pronertioc> RESEARCHSFAPCHPOST search contact by phonePOST search contact by emailPOST Search notesPOST Search calls v3PoSt Search related meetinas v2Post search deals› Tickets> post filter ner comnanv I onlv onen deal stadesGet engagements old associated by dealGET engagements old associated by companyGet get history of property - deal stageGET aet ucereGET SF oauth> GET Meeting outcomes per meeting> GET Read all properties new> Get Read all oronerties oldiGET old call dispositionsGEt list with associationsGET list engagements olcSustem Resource WarningSustem resources are constrained. Thesystem may not be able to generate the loadeded for this test and the cest is likely to§ Connect Git E Console E TerminaНIP Useful › Get Engagement (v1)[URL_WITH_CREDENTIALS] fraction":0.01,"report_to":"cf-nel""max age":604800}cloudflareGlobals Vault Tools?000...
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click
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ocr
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rostmanFavouritesjiminny(* AirDrop• RecentsA Appli rostmanFavouritesjiminny(* AirDrop• RecentsA Applications9 Documents• Downloadsii lukasIcloud• iCloud Drive992 Svnc toldeLocations0 DXP4800PLUS-B5F A49 Network• CRM• Orange|• Red• Yellow• Greer• Blue• Purple• All lags..caltVIewWindowmelpscreenpipearchive.db• #recycledb.sqlite-shmdb.sqlitevi loassync.log• screenpipe.2026-05-07.0.1ogv data•2026-05-072026-05-062026-04.292026-04-27> 2026-04-25•2026-04-24> 2026-04-22• 2026-04-23• 2026-04-20• 2026.04.212026-04-172026-04-16• 2026-04-15• 2026-04-14screenpipe_sync_updated.sharchive.db-oak>?app• db.sqlite-walscreenpipe_sync.shann cettinas ison• screenpipe.db›_pipesXx Hubspot vYour team is now on the Free plan with 1 admin. You retain editing access and other members are read-only. View team permissions to see who can edit, or upgrade to restore collaborationCOLLECTIONSPost meetings scheduledGET get meetingPost aet link to task> POST Create Contact with AssociationHubspotv Iteration run HSGET Read Copyea. An error occurred.eg. successful operationv Iteration run Search HS> Iournal & webhoooks v4|› OAuth> Pronertioc> RESEARCHSFAPCHPOST search contact by phonePOST search contact by emailPOST Search notesPOST Search calls v3PoSt Search related meetinas v2Post search deals› Tickets> post filter ner comnanv I onlv onen deal stadesGet engagements old associated by dealGET engagements old associated by companyGet get history of property - deal stageGET aet ucereGET SF oauth> GET Meeting outcomes per meeting> GET Read all properties new> Get Read all oronerties oldiGET old call dispositionsGEt list with associationsGET list engagements olcSustem Resource WarningSustem resources are constrained. Thesystem may not be able to generate the loadeded for this test and the cest is likely to§ Connect Git E Console E TerminaНIP Useful › Get Engagement (v1)[URL_WITH_CREDENTIALS] fraction":0.01,"report_to":"cf-nel""max age":604800}cloudflareGlobals Vault Tools?000...
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778494546177_m1.jpg...
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iTerm2•ShellEditViewSessionScriptsProfilesWindowHe iTerm2•ShellEditViewSessionScriptsProfilesWindowHelplih# Support Daily - in 1h 45 mDOCKER₴1DEV (docker)H82APP (-zsh)DEV (docker)X3-zshl84-zsh100% C8• Mon 11 May 13:15:45181ffmpeg0 ₴6configcachecompiledeventsroutesviewsjiminny-worker-processing-2:jiminny-worker-processing-2_00: stoppedjiminny-worker-processing-3:jiminny-worker-processing-3_00:stoppedjiminny-worker-processing-4:jiminny-worker-processing-4_00:stoppedjiminny-worker-processing-5:jiminny-worker-processing-5_00:stoppedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: stoppedworker-analytics:worker-analytics_00: stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00: stoppedworker-emails:worker-emails_00: stoppedworker-nudges:worker-nudges_00: stoppedworker:worker_00: stoppedworker-audio:worker-audio_00: stoppedworker-calendar:worker-calendar_00: stoppedworker-crm-sync:worker-crm-sync_00: stoppedartisan-schedule:artisan-schedule_00: stoppedworker-es-update:worker-es-update_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed:jiminny-worker-processing-delayed_00:startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00:startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00:startedroot@docker_lamp_1:/home/jiminny#php artisan jiminny: debugll88510.53ms DONE128.25ms DONE1.73ms DONE1.07ms DONE1.45ms DONE5.46ms DONEDEV...
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iTerm2•ShellEditViewSessionScriptsProfilesWindowHe iTerm2•ShellEditViewSessionScriptsProfilesWindowHelplih# Support Daily - in 1h 45 mDOCKER₴1DEV (docker)H82APP (-zsh)DEV (docker)X3-zshl84-zsh100% C8• Mon 11 May 13:15:45181ffmpeg0 ₴6configcachecompiledeventsroutesviewsjiminny-worker-processing-2:jiminny-worker-processing-2_00: stoppedjiminny-worker-processing-3:jiminny-worker-processing-3_00:stoppedjiminny-worker-processing-4:jiminny-worker-processing-4_00:stoppedjiminny-worker-processing-5:jiminny-worker-processing-5_00:stoppedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: stoppedworker-analytics:worker-analytics_00: stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00: stoppedworker-emails:worker-emails_00: stoppedworker-nudges:worker-nudges_00: stoppedworker:worker_00: stoppedworker-audio:worker-audio_00: stoppedworker-calendar:worker-calendar_00: stoppedworker-crm-sync:worker-crm-sync_00: stoppedartisan-schedule:artisan-schedule_00: stoppedworker-es-update:worker-es-update_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed:jiminny-worker-processing-delayed_00:startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00:startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00:startedroot@docker_lamp_1:/home/jiminny#php artisan jiminny: debugll88510.53ms DONE128.25ms DONE1.73ms DONE1.07ms DONE1.45ms DONE5.46ms DONEDEV...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Illuminate\Support\Facades\Redis;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
$cacheKey = $this->getRateLimitCacheKey();
$cachedRetryAfter = Redis::get($cacheKey);
if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {
throw new RateLimitException(
'Hubspot rate limit (cached circuit-breaker)',
(int) $cachedRetryAfter,
);
}
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'policy' => $this->parsePolicy($e),
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
private function getRateLimitCacheKey(): string
{
return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$policy = $this->parsePolicy($e);
if ($policy === 'TEN_SECONDLY_ROLLING') {
return 10;
}
if ($policy === 'SECONDLY') {
return 1;
}
if ($policy === 'DAILY_LIMIT') {
return 600;
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function parsePolicy(Throwable $e): ?string
{
if (! method_exists($e, 'getResponseBody')) {
return null;
}
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
if (! is_array($body)) {
return null;
}
$policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
return is_string($policy) ? strtoupper($policy) : null;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
return $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
return $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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Highlighted Error","depth":4,"bounds":{"left":0.5834442,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.59075797,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Illuminate\\Support\\Facades\\Redis;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n $cacheKey = $this->getRateLimitCacheKey();\n\n $cachedRetryAfter = Redis::get($cacheKey);\n if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {\n throw new RateLimitException(\n 'Hubspot rate limit (cached circuit-breaker)',\n (int) $cachedRetryAfter,\n );\n }\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'policy' => $this->parsePolicy($e),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n private function getRateLimitCacheKey(): string\n {\n return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $policy = $this->parsePolicy($e);\n if ($policy === 'TEN_SECONDLY_ROLLING') {\n return 10;\n }\n if ($policy === 'SECONDLY') {\n return 1;\n }\n if ($policy === 'DAILY_LIMIT') {\n return 600;\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function parsePolicy(Throwable $e): ?string\n {\n if (! method_exists($e, 'getResponseBody')) {\n return null;\n }\n\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n if (! is_array($body)) {\n return null;\n }\n\n $policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n return is_string($policy) ? strtoupper($policy) : null;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n return $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n return $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Illuminate\\Support\\Facades\\Redis;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n $cacheKey = $this->getRateLimitCacheKey();\n\n $cachedRetryAfter = Redis::get($cacheKey);\n if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {\n throw new RateLimitException(\n 'Hubspot rate limit (cached circuit-breaker)',\n (int) $cachedRetryAfter,\n );\n }\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'policy' => $this->parsePolicy($e),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n private function getRateLimitCacheKey(): string\n {\n return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $policy = $this->parsePolicy($e);\n if ($policy === 'TEN_SECONDLY_ROLLING') {\n return 10;\n }\n if ($policy === 'SECONDLY') {\n return 1;\n }\n if ($policy === 'DAILY_LIMIT') {\n return 600;\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function parsePolicy(Throwable $e): ?string\n {\n if (! method_exists($e, 'getResponseBody')) {\n return null;\n }\n\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n if (! is_array($body)) {\n return null;\n }\n\n $policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n return is_string($policy) ? strtoupper($policy) : null;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n return $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n return $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private 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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Illuminate\Support\Facades\Redis;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
$cacheKey = $this->getRateLimitCacheKey();
$cachedRetryAfter = Redis::get($cacheKey);
if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {
throw new RateLimitException(
'Hubspot rate limit (cached circuit-breaker)',
(int) $cachedRetryAfter,
);
}
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'policy' => $this->parsePolicy($e),
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
private function getRateLimitCacheKey(): string
{
return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$policy = $this->parsePolicy($e);
if ($policy === 'TEN_SECONDLY_ROLLING') {
return 10;
}
if ($policy === 'SECONDLY') {
return 1;
}
if ($policy === 'DAILY_LIMIT') {
return 600;
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function parsePolicy(Throwable $e): ?string
{
if (! method_exists($e, 'getResponseBody')) {
return null;
}
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
if (! is_array($body)) {
return null;
}
$policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
return is_string($policy) ? strtoupper($policy) : null;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
return $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
return $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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2026-05-11T10:24:21.090200+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778495061090_m2.jpg...
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Firefox
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Screenpipe — Archive — Personal
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True
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app.screenpipe.lakylak.xyz
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monitor_2
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NULL
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NULL
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NULL
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NULL
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New Tab
New Tab
Screenpipe — Archive
Screenpipe — New Tab
New Tab
Screenpipe — Archive
Screenpipe — Archive
Close tab
New Tab
Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
Screenpipe [archive.db · 12323.6MB]
Screenpipe
[archive.db · 12323.6MB]
Activity
Search
Audio
Work Report
Timetable
AI Summary
Date
07
/
05
/
2026
Calendar
SECONDLY
Search
AND also
second required term — both must appear in same result (optional)
Source
App
Date
dd
/
mm
/
yyyy
Calendar
(blank = all dates)
From
--
:
--
To
--
:
--
Only apps
any app (blank = all)
▾
Skip apps
none skipped
▾
FTS tip: single words work best · "exact phrase" · term1 OR term2 · use AND also for required second term · times are in your local timezone · click any result to expand
49 results
▶ video
7 May 19:25
Screen
PhpStorm
/ faVsco.js – Client.php
⏱ Timeline
...true) ??
:SpolicyName = $body
'policyName'
?? Sbody
'policy'
?? null:Map pollcy names to retry delaysif (SpolicvName === 'TEN
SECONDLY
_ROLLING' |I SpolicvName === 'ten
secondly
rolling') {
… (click to expand)
▶ video
7 May 19:10
Screen
PhpStorm
/ faVsco.js – Client.php
⏱ Timeline
...true) ??
:Snolievlane = Sbod/LUpoltiev/lane:1 22 Shody
LnolieyL1L.22 п11rao nolicy names to retry delav1f SpoLicvName ==='TEN
SECONDLY
ROLLING' |I SpolicvName === 'ten
secondly
rolling') {Le
… (click to expand)
7 May 17:24
Typed
Firefox
text
⏱ Timeline
.
7 May 17:23
Typed
Firefox
text
⏱ Timeline
7 May 17:22
Typed
Firefox
text
⏱ Timeline
.
7 May 17:22
Typed
Firefox
text
⏱ Timeline
'
7 May 17:21
Typed
Firefox
text
⏱ Timeline
7 May 17:20
Typed
Firefox
text
⏱ Timeline
7 May 17:19
Typed
Firefox
text
⏱ Timeline
7 May 17:17
Typed
Firefox
text
⏱ Timeline
7 May 17:17
Typed
Firefox
text
⏱ Timeline
$
7 May 17:17
Typed
Firefox
text
⏱ Timeline
;
7 May 17:17
Typed
Firefox
text
⏱ Timeline
=
7 May 17:16
Typed
Firefox
text
⏱ Timeline
:
7 May 17:16
Typed
Firefox
text
⏱ Timeline
7 May 17:15
Typed
Firefox
text
⏱ Timeline
.
7 May 17:15
Typed
Firefox
text
⏱ Timeline
7 May 17:14
Typed
Firefox
text
⏱ Timeline
7 May 17:14
Typed
Firefox
text
⏱ Timeline
.
7 May 17:10
Typed
Firefox
text
⏱ Timeline
7 May 17:09
Typed
Firefox
text
⏱ Timeline
7 May 17:08
Typed
Firefox
text
⏱ Timeline
7 May 17:07
Typed
Firefox
text
⏱ Timeline
7 May 14:13
Typed
Claude
text
⏱ Timeline
secondly
7 May 10:58
Typed
clipboard
⏱ Timeline
...search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...)
7 May 10:41
Typed
clipboard
⏱ Timeline
...search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...)...
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22 Apr 12:44
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22 Apr 12:42
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jiminny.sentry.io/issues/7007366572/events/?project=82419&referrer=slack
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22 Apr 12:20
Screen
Firefox
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22 Apr 12:11
Screen
Firefox
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jiminny.sentry.io/issues/7007366572/events/?project=82419&referrer=slack
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22 Apr 12:07
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Screen
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Screen
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22 Apr 11:02
Screen
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22 Apr 11:00
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22 Apr 10:58
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New Tab
New Tab
Screenpipe — Archive
Screenpipe — New Tab
New Tab
Screenpipe — Archive
Screenpipe — Archive
Close tab
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Open history (⇧⌘H)
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Screenpipe [archive.db · 12323.6MB]
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[archive.db · 12323.6MB]
Activity
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Date
07
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05
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2026
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FTS tip: single words work best · "exact phrase" · term1 OR term2 · use AND also for required second term · times are in your local timezone · click any result to expand
49 results
▶ video
7 May 19:25
Screen
PhpStorm
/ faVsco.js – Client.php
⏱ Timeline
...true) ??
:SpolicyName = $body
'policyName'
?? Sbody
'policy'
?? null:Map pollcy names to retry delaysif (SpolicvName === 'TEN
SECONDLY
_ROLLING' |I SpolicvName === 'ten
secondly
rolling') {
… (click to expand)
▶ video
7 May 19:10
Screen
PhpStorm
/ faVsco.js – Client.php
⏱ Timeline
...true) ??
:Snolievlane = Sbod/LUpoltiev/lane:1 22 Shody
LnolieyL1L.22 п11rao nolicy names to retry delav1f SpoLicvName ==='TEN
SECONDLY
ROLLING' |I SpolicvName === 'ten
secondly
rolling') {Le
… (click to expand)
7 May 17:24
Typed
Firefox
text
⏱ Timeline
.
7 May 17:23
Typed
Firefox
text
⏱ Timeline
7 May 17:22
Typed
Firefox
text
⏱ Timeline
.
7 May 17:22
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Firefox
text
⏱ Timeline
'
7 May 17:21
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Firefox
text
⏱ Timeline
7 May 17:20
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Firefox
text
⏱ Timeline
7 May 17:19
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Firefox
text
⏱ Timeline
7 May 17:17
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Firefox
text
⏱ Timeline
7 May 17:17
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Firefox
text
⏱ Timeline
$
7 May 17:17
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Firefox
text
⏱ Timeline
;
7 May 17:17
Typed
Firefox
text
⏱ Timeline
=
7 May 17:16
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Firefox
text
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:
7 May 17:16
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Firefox
text
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7 May 17:15
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Firefox
text
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.
7 May 17:15
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Firefox
text
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7 May 17:14
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Firefox
text
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7 May 17:14
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Firefox
text
⏱ Timeline
.
7 May 17:10
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Firefox
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7 May 17:09
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7 May 17:07
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7 May 14:13
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Claude
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secondly
7 May 10:58
Typed
clipboard
⏱ Timeline
...search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...)
7 May 10:41
Typed
clipboard
⏱ Timeline
...search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...)
7 May 10:41
Typed
Firefox
text
⏱ Timeline
7 May 10:41
Typed
Firefox
text
⏱ Timeline
)
7 May 10:41
Typed
Firefox
text
⏱ Timeline
,
7 May 10:41
Typed
Firefox
text
⏱ Timeline
(
7 May 10:38
Typed
Firefox
text
⏱ Timeline
▶ video
22 Apr 12:58
Screen
Firefox
/ Jiminny — Work
app.staging.jiminny.com/ai-reports/pdf/582d4b50-8cd3-42a9-9819-d676ff8f3b43
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:50
Screen
Firefox
/ Pull requests · jiminny/app — Work
github.com/jiminny/app/pull/11998
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:44
Screen
Firefox
/ Platform Sprint 2 Q2 - Platform Team - Scrum Board
jiminny.atlassian.net/jira/software/c/projects/JY/boards/37
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
22 Apr 12:42
Typed
clipboard
⏱ Timeline
...search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","errorType":"RATE_LIMIT","correlationId":"019db2b6-c (truncated...)
▶ video
22 Apr 12:42
Screen
Firefox
/ SevenShores\Hubspot\Exceptions\BadRequest: Client
jiminny.sentry.io/issues/7007366572/events/38fa421c52fc432b92bfc347df23b251/
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:41
Screen
Firefox
/ SevenShores\Hubspot\Exceptions\BadRequest: Client
jiminny.sentry.io/issues/7007366572/events/?project=82419&referrer=slack
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:40
Screen
Firefox
/ SevenShores\Hubspot\Exceptions\BadRequest: Client
jiminny.sentry.io/issues/7007366572/events/?project=82419&referrer=slack
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:39
Screen
Firefox
/ Pipelines - /app — Work
app.circleci.com/pipelines/github/jiminny/app
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:20
Screen
Firefox
/ Platform Sprint 2 Q2 - Platform Team - Scrum Board
jiminny.atlassian.net/jira/software/c/projects/JY/boards/37
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:11
Screen
Firefox
/ SevenShores\Hubspot\Exceptions\BadRequest: Client
jiminny.sentry.io/issues/7007366572/events/?project=82419&referrer=slack
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 12:07
Screen
Firefox
/ Meet - CRM issues — Work
meet.google.com/pei-cvuh-fxt?authuser=lukas.kovalik%40jiminny.com
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 11:09
Screen
Firefox
/ Meet - CRM issues — Work
meet.google.com/pei-cvuh-fxt?authuser=lukas.kovalik%40jiminny.com
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 11:08
Screen
Firefox
/ Meet - CRM issues — Work
meet.google.com/pei-cvuh-fxt?authuser=lukas.kovalik%40jiminny.com
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 11:02
Screen
Firefox
/ Meet - CRM issues — Work
meet.google.com/pei-cvuh-fxt?authuser=lukas.kovalik%40jiminny.com
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 11:01
Screen
Firefox
/ Meet - CRM issues — Work
meet.google.com/pei-cvuh-fxt?authuser=lukas.kovalik%40jiminny.com
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
22 Apr 11:00
Typed
clipboard
⏱ Timeline
...search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","errorType":"RATE_LIMIT","correlationId":"019db2b6-c (truncated...)
▶ video
22 Apr 11:00
Screen
Firefox
/ SevenShores\Hubspot\Exceptions\BadRequest: Client
jiminny.sentry.io/issues/7007366572/events/38fa421c52fc432b92bfc347df23b251/
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
▶ video
22 Apr 10:58
Screen
Firefox
/ SevenShores\Hubspot\Exceptions\BadRequest: Client
jiminny.sentry.io/issues/7007366572/?project=82419&referrer=slack
⏱ Timeline
...Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your
secondly
limit.","erro
… (click to expand)
✕
17:17 · Firefox
No screenshot or video available
FULL TEXT
$
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17:17
Date
2026-05-07
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Firefox
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text
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2026-05-11T10:30:22.558599+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778495422558_m2.jpg...
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Firefox
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Screenpipe — Archive — Personal
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True
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app.screenpipe.lakylak.xyz
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monitor_2
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New Tab
New Tab
Screenpipe — Archive
Screenpipe — New Tab
New Tab
Screenpipe — Archive
Screenpipe — Archive
Close tab
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Customize sidebar
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Open history (⇧⌘H)
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Bitwarden
Screenpipe [archive.db · 12323.6MB]
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[archive.db · 12323.6MB]
Activity
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7 May 15:33 · PhpStorm / faVsco.js – JiminnyDebugCommand.php
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7 May 15:33 · PhpStorm / faVsco.js – JiminnyDebugCommand.php
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PhpStorm
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faVsco.js – Kernel.php
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monitor_1
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections...
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Project: faVsco.js, menu
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JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
SlackFileEditViewGoHistoryWindowHelpDOCKER₴81DEV (docker)Last login: Sun May 10 21:10:26 on ttys013₴2APP (-zsh)883Poetry could not find a pyproject.toml file in /Users/lukas or its parentsPoetry could not find a pyproject.toml file in /Users/lukas or its parentslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ l-zshHomeDMsActivityFilesLater..•MoreallEDJiminny ...clusticclllus+ More unreads## jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages®. Aneliya Angelova. Galya DimitrovaP Petko Kashinskiã. Stefka Stoyanova€. Vasil Vasilev 0. Nikolay IvanovAneliya Angelova, ...2 Stoyan Tanev•. Ves8. Lukas Kovalik y...::: AppsToastJira CloudGoogle Cale...Support Daily - in 1h 28 m100% <78• Mon 11 May 13:32:11Describe what you are looking forAneliya Angelova6 0MessagesAdd canvasO Files+чuле да сс мордиnс anо viма approveTuesday, April 28th~Lukas Kova..те са някави flanky че при мен минават, ще гиоправяза деплой обаче не знамAneliya Angelova 5:14 PMзащоLukas Kovalik 5:15 PMами дали ще усепя да гледамAneliya Angelova 5:16 PMи за двете ли говоришLukas Kovalik 5:16 PMами ще го деплойна но ако нещо грьмнеAneliya Angelova 5:17 PMаа разбрахтеГаля каза че не се използва фичьраи няма проблем да грьмнеToday ~NewAneliya Angelova 1:24 PMЛукаш за Hubspot за синковете вече се използватази команда нали?crm: sync-hubspot-objectsMessage Aneliya Angelova..•...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Illuminate\Support\Facades\Redis;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
$cacheKey = $this->getRateLimitCacheKey();
$cachedRetryAfter = Redis::get($cacheKey);
if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {
throw new RateLimitException(
'Hubspot rate limit (cached circuit-breaker)',
(int) $cachedRetryAfter,
);
}
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'policy' => $this->parsePolicy($e),
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
private function getRateLimitCacheKey(): string
{
return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));
return 5;
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$policy = $this->parsePolicy($e);
if ($policy === 'TEN_SECONDLY_ROLLING') {
return 10;
}
if ($policy === 'SECONDLY') {
return 1;
}
if ($policy === 'DAILY_LIMIT') {
return 600;
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function parsePolicy(Throwable $e): ?string
{
if (! method_exists($e, 'getResponseBody')) {
return null;
}
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
if (! is_array($body)) {
return null;
}
$policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
return is_string($policy) ? strtoupper($policy) : null;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
return $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
return $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Illuminate\\Support\\Facades\\Redis;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n $cacheKey = $this->getRateLimitCacheKey();\n\n $cachedRetryAfter = Redis::get($cacheKey);\n if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {\n throw new RateLimitException(\n 'Hubspot rate limit (cached circuit-breaker)',\n (int) $cachedRetryAfter,\n );\n }\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'policy' => $this->parsePolicy($e),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n private function getRateLimitCacheKey(): string\n {\n return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));\n return 5;\n\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $policy = $this->parsePolicy($e);\n if ($policy === 'TEN_SECONDLY_ROLLING') {\n return 10;\n }\n if ($policy === 'SECONDLY') {\n return 1;\n }\n if ($policy === 'DAILY_LIMIT') {\n return 600;\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function parsePolicy(Throwable $e): ?string\n {\n if (! method_exists($e, 'getResponseBody')) {\n return null;\n }\n\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n if (! is_array($body)) {\n return null;\n }\n\n $policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n return is_string($policy) ? strtoupper($policy) : null;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n return $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n return $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Illuminate\\Support\\Facades\\Redis;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n $cacheKey = $this->getRateLimitCacheKey();\n\n $cachedRetryAfter = Redis::get($cacheKey);\n if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {\n throw new RateLimitException(\n 'Hubspot rate limit (cached circuit-breaker)',\n (int) $cachedRetryAfter,\n );\n }\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'policy' => $this->parsePolicy($e),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n private function getRateLimitCacheKey(): string\n {\n return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));\n return 5;\n\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $policy = $this->parsePolicy($e);\n if ($policy === 'TEN_SECONDLY_ROLLING') {\n return 10;\n }\n if ($policy === 'SECONDLY') {\n return 1;\n }\n if ($policy === 'DAILY_LIMIT') {\n return 600;\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function parsePolicy(Throwable $e): ?string\n {\n if (! method_exists($e, 'getResponseBody')) {\n return null;\n }\n\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n if (! is_array($body)) {\n return null;\n }\n\n $policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n return is_string($policy) ? strtoupper($policy) : null;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n return $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n return $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Illuminate\Support\Facades\Redis;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
$cacheKey = $this->getRateLimitCacheKey();
$cachedRetryAfter = Redis::get($cacheKey);
if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {
throw new RateLimitException(
'Hubspot rate limit (cached circuit-breaker)',
(int) $cachedRetryAfter,
);
}
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'policy' => $this->parsePolicy($e),
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
private function getRateLimitCacheKey(): string
{
return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));
return 5;
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$policy = $this->parsePolicy($e);
if ($policy === 'TEN_SECONDLY_ROLLING') {
return 10;
}
if ($policy === 'SECONDLY') {
return 1;
}
if ($policy === 'DAILY_LIMIT') {
return 600;
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function parsePolicy(Throwable $e): ?string
{
if (! method_exists($e, 'getResponseBody')) {
return null;
}
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
if (! is_array($body)) {
return null;
}
$policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
return is_string($policy) ? strtoupper($policy) : null;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
return $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
return $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Illuminate\Support\Facades\Redis;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
$cacheKey = $this->getRateLimitCacheKey();
$cachedRetryAfter = Redis::get($cacheKey);
if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {
throw new RateLimitException(
'Hubspot rate limit (cached circuit-breaker)',
(int) $cachedRetryAfter,
);
}
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'policy' => $this->parsePolicy($e),
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
private function getRateLimitCacheKey(): string
{
return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));
return 5;
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$policy = $this->parsePolicy($e);
if ($policy === 'TEN_SECONDLY_ROLLING') {
return 10;
}
if ($policy === 'SECONDLY') {
return 1;
}
if ($policy === 'DAILY_LIMIT') {
return 600;
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function parsePolicy(Throwable $e): ?string
{
if (! method_exists($e, 'getResponseBody')) {
return null;
}
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
if (! is_array($body)) {
return null;
}
$policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
return is_string($policy) ? strtoupper($policy) : null;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
return $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
return $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
Sync Changes
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
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HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Illuminate\\Support\\Facades\\Redis;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n $cacheKey = $this->getRateLimitCacheKey();\n\n $cachedRetryAfter = Redis::get($cacheKey);\n if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {\n throw new RateLimitException(\n 'Hubspot rate limit (cached circuit-breaker)',\n (int) $cachedRetryAfter,\n );\n }\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'policy' => $this->parsePolicy($e),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n private function getRateLimitCacheKey(): string\n {\n return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));\n return 5;\n\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $policy = $this->parsePolicy($e);\n if ($policy === 'TEN_SECONDLY_ROLLING') {\n return 10;\n }\n if ($policy === 'SECONDLY') {\n return 1;\n }\n if ($policy === 'DAILY_LIMIT') {\n return 600;\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function parsePolicy(Throwable $e): ?string\n {\n if (! method_exists($e, 'getResponseBody')) {\n return null;\n }\n\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n if (! is_array($body)) {\n return null;\n }\n\n $policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n return is_string($policy) ? strtoupper($policy) : null;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n return $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n return $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Illuminate\\Support\\Facades\\Redis;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Reacts to a rate limits (429) from HubSpot by translating it\n * into a RateLimitException carrying retry_after.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n $cacheKey = $this->getRateLimitCacheKey();\n\n $cachedRetryAfter = Redis::get($cacheKey);\n if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {\n throw new RateLimitException(\n 'Hubspot rate limit (cached circuit-breaker)',\n (int) $cachedRetryAfter,\n );\n }\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'policy' => $this->parsePolicy($e),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n private function getRateLimitCacheKey(): string\n {\n return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n if ($e instanceof BadRequest\n || $e instanceof DealApiException\n || $e instanceof ContactApiException\n || $e instanceof CompanyApiException\n || $e instanceof \\GuzzleHttp\\Exception\\RequestException\n ) {\n return (int) $e->getCode() === 429;\n }\n\n return false;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));\n return 5;\n\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $policy = $this->parsePolicy($e);\n if ($policy === 'TEN_SECONDLY_ROLLING') {\n return 10;\n }\n if ($policy === 'SECONDLY') {\n return 1;\n }\n if ($policy === 'DAILY_LIMIT') {\n return 600;\n }\n\n $this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [\n 'exception_class' => get_class($e),\n ]);\n\n return 10;\n }\n\n public function parsePolicy(Throwable $e): ?string\n {\n if (! method_exists($e, 'getResponseBody')) {\n return null;\n }\n\n $body = $e->getResponseBody();\n if (is_string($body)) {\n $body = json_decode($body, true) ?? [];\n }\n\n if (! is_array($body)) {\n return null;\n }\n\n $policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;\n\n return is_string($policy) ? strtoupper($policy) : null;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * Execute a search request against HubSpot CRM objects with rate limiting.\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')\n * @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.\n * @return array The search response with 'results', 'total', 'paging' keys\n * @throws RateLimitException When rate limit is hit\n * @throws HubspotException On API errors\n */\n public function search(string $objectType, array $payload): array\n {\n $endpoint = self::BASE_URL . \"/crm/v3/objects/{$objectType}/search\";\n\n return $this->executeRequest(function () use ($endpoint, $payload) {\n $response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);\n\n return $response->toArray();\n });\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n return $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n return $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n// } catch (RateLimitException $e) {\n// throw $e;\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.96276593,"top":0.07581804,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.9740692,"top":0.074221864,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.98138297,"top":0.074221864,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n 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{\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.61702126,"top":0.0726257,"width":0.38297874,"height":0.9066241},"on_screen":true,"lines":[{"char_start":273,"char_count":32,"bounds":{"left":0.61702126,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.61702126,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.61702126,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.61702126,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.61702126,"top":0.0,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.61702126,"top":0.0015961692,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.61702126,"top":0.01915403,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.61702126,"top":0.03671189,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.61702126,"top":0.054269753,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.61702126,"top":0.07182761,"width":0.38297874,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.61702126,"top":0.08938547,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.61702126,"top":0.10694334,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.61702126,"top":0.1245012,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.61702126,"top":0.14205906,"width":0.38297874,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.61702126,"top":0.15961692,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.61702126,"top":0.17717478,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.61702126,"top":0.19473264,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.61702126,"top":0.2122905,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.61702126,"top":0.22984837,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.61702126,"top":0.24740623,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.61702126,"top":0.26496407,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.61702126,"top":0.28252193,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Illuminate\Support\Facades\Redis;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
$cacheKey = $this->getRateLimitCacheKey();
$cachedRetryAfter = Redis::get($cacheKey);
if (is_string($cachedRetryAfter) && is_numeric($cachedRetryAfter)) {
throw new RateLimitException(
'Hubspot rate limit (cached circuit-breaker)',
(int) $cachedRetryAfter,
);
}
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
Redis::setex($cacheKey, $retryAfter, (string) $retryAfter);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'policy' => $this->parsePolicy($e),
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
private function getRateLimitCacheKey(): string
{
return sprintf('hubspot:ratelimit:portal:%d', $this->config->getId());
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$e ' . PHP_EOL . print_r($e, true));
return 5;
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$policy = $this->parsePolicy($e);
if ($policy === 'TEN_SECONDLY_ROLLING') {
return 10;
}
if ($policy === 'SECONDLY') {
return 1;
}
if ($policy === 'DAILY_LIMIT') {
return 600;
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function parsePolicy(Throwable $e): ?string
{
if (! method_exists($e, 'getResponseBody')) {
return null;
}
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
if (! is_array($body)) {
return null;
}
$policy = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
return is_string($policy) ? strtoupper($policy) : null;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
return $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
return $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
// } catch (RateLimitException $e) {
// throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
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ClaudtcalVIeWWinaow0, Chat‹› Code+ New chatã Proje ClaudtcalVIeWWinaow0, Chat‹› Code+ New chatã Projectso0 Arutacts₴ CustomizeBulgarian citizenship application proces:Dawarich location tracking projectKecentsHubspot Badkequest headers debuggin.Screenpipe svnc scriot tailing after receiMonthly expense trackingExporting transaction data from Notion t® How much have I spent for groc...Code dift reviewHubSpot rate limit imolementation strateScreenpipe retention policy code locatioViewing retention policy in screenpipeHubSpot rate limit handling with executeRequestclean snot x video recoraing terminaticHubSpot rate limit handling with execute:UntitledaScreen oine. Is there ability.SMB mount access inconsistency betweWhat is the best switch I can..rermission deniea on screenpipe volumeScreenpipe sync database attachment eLast swimming outing with DanDefinition of incarcerated/service.pnp" suppont Dally • In 1h 14 mA console [PROD]A console (EU]100% Lz&• Mon 11 May 13:46:044 console (STAGING]w.19A[URL_WITH_CREDENTIALS] HS_Jocal (jiminny@localhost][2026-05-07 14:21:15] Local. INFO: [Hubspot] DEBUG Getting headers {"neaders".?"Date" : ["Thu,07 May 2026 14:21:15 GMT"],"Content-Type":("application/json;charset=utf-8"]."Transfer-Encoding": ["'chunked"],"conneccion". Keep-alive"n"CF-Ray" : ["9f80deb8db60dc3a-SOF"],"CF-Cache-Status":"DYNAMIC"]"Strict-Transport-Secur1ty":"max-aqe=31536000* 1ncLudesubDomains: preload")accept-encoding"],"access-control-allow-credentials": "false")"server-timing": ["heid; desc=|"019e02d0-6fd8-7812-bdba-885b7ecb3ee3!",cfn:desc="9-80de8ercodc3a-TAD"'"x-content-type-options": l'nosnitf"],"x-hubsoot-correlation-id":"019e02d0-6fd8-7812-bdba-885b7ccb3ee3"]"Set-Cookie": ["__cf_bm=SIUrtdQgXVcik50pdqF6hZVYKhzTnQBidvMabeCtmOY-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ•UfZEXDZyHz2mBUFdzdo2gTHEs0.07-May-26 14:51:15 GMT; domain=.hubapi.com; Http0nly; Secure; SameSite=None"],"Report-To": ["{\"endpoints)":[\"urZ\":\"https:|\/I\/a.nel.cloudflare.com\\/report\\/v4?s=NYALsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZ1zoYdxI%2BIxVpHmsKn30%2BKVA3mFIJ2m7YRECDGSJ\"groupl":\"cf-nel\",\"max_age\":604800}"],\"success_fraction\":0.01,("'report_to\":\"cf-nel\",\"max_age\":604800}"],"Server": ["cLoudflare"]}} {"correlation_id": "95236535-ec98-4541-b92a-adfa73b69eab","trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}Sonnet 4.6v1 MM 111111lK Lukas. ProClaude is Al and can make mistakes. Please double-check responses.W Windsurf Teams 20-17UTF.Rf 4 spaces ©...
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SlackFileEditViewGoHistoryWindowHelpDOCKERO ₴1DEV SlackFileEditViewGoHistoryWindowHelpDOCKERO ₴1DEV (docker)$2APP (-zsh)883viewsjiminny-worker-processing-2:jiminny-worker-processing-2_00: stoppedjiminny-worker-processing-3:jiminny-worker-processing-3_00: stoppedjiminny-worker-processing-4: jiminny-worker-processing-4_00: stoppedjiminny-worker-processing-5:jiminny-worker-processing-5_00:jiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: stoppedworker-analytics:worker-analytics_00: stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00: stoppedworker-emails:worker-emails_00:worker-nudges:worker-nudges_00: stoppedworker:worker_00: stoppedworker-audio:worker-audio_00: stoppedworker-calendar:worker-calendar_00: stoppedworker-crm-sync:worker-crm-sync_00: stoppedartisan-schedule:artisan-schedule_00: stoppedworker-es-update:worker-es-update_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00:jiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny#php artisan jiminny:debugDispatching 100 MatchActivityCrmData jobs (portal=2)Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.root@docker_lamp_1:/home/jiminny# php artisan jiminny:debugDispatching 100 MatchActivityCrmData jobs (portal=2)Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.root@docker_lamp_1:/home/jiminny# ]DEV (d)-zshHomeDMsActivityFilesLater...MorelallSupport Daily • in 1h 14 m100% <78• Mon 11 May 13:46:34ED→Describe what you are looking forJiminny ...# contusion-clinic# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...ToastHomeMessages^ Direct messages®. Aneliya Angelova®. Galya Dimitrova& Petko Kashinski&. Stefka StoyanovaVasil Vasilev OlC. Nikolay IvanovAneliya Angelova, ...Stoyan Tanev®. VesE Lukas Kovalik y... 0AboutiminnyFriday, May 8th ~Added by Toast for GitHubToday ~Toast APP10:00 AMReviewapp#12059 Jy 20820 es reindexstream model hydration2 days old • 12 files changed •@Vasil VasilevAdded by Toast for GitHubResolve Conflictsapp#11443 Test hublets latency5 months old • 20 files changed#11327 JY-19501 webhookbased opportunity syncShow moreAdded by Toast for GitHubNeeds Loveapp#12024 JY-20773 fix user pilottracking ofr automated reportgenerated12 days old • 1 file changedE:: AppsMessage ToastJira CloudToast+AaConala CalaNew...
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SlackFileEditViewGoHistoryWindowHelpDOCKERO ₴1DEV SlackFileEditViewGoHistoryWindowHelpDOCKERO ₴1DEV (docker)$2APP (-zsh)883viewsjiminny-worker-processing-2:jiminny-worker-processing-2_00: stoppedjiminny-worker-processing-3:jiminny-worker-processing-3_00: stoppedjiminny-worker-processing-4: jiminny-worker-processing-4_00: stoppedjiminny-worker-processing-5:jiminny-worker-processing-5_00:jiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: stoppedworker-analytics:worker-analytics_00: stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00: stoppedworker-emails:worker-emails_00:worker-nudges:worker-nudges_00: stoppedworker:worker_00: stoppedworker-audio:worker-audio_00: stoppedworker-calendar:worker-calendar_00: stoppedworker-crm-sync:worker-crm-sync_00: stoppedartisan-schedule:artisan-schedule_00: stoppedworker-es-update:worker-es-update_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00:jiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny#php artisan jiminny:debugDispatching 100 MatchActivityCrmData jobs (portal=2)Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.root@docker_lamp_1:/home/jiminny# php artisan jiminny:debugDispatching 100 MatchActivityCrmData jobs (portal=2)Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.root@docker_lamp_1:/home/jiminny# ]DEV (d)-zshHomeDMsActivityFilesLater...MorelallSupport Daily • in 1h 14 m100% <78• Mon 11 May 13:46:34ED→Describe what you are looking forJiminny ...# contusion-clinic# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...ToastHomeMessages^ Direct messages®. Aneliya Angelova®. Galya Dimitrova& Petko Kashinski&. Stefka StoyanovaVasil Vasilev OlC. Nikolay IvanovAneliya Angelova, ...Stoyan Tanev®. VesE Lukas Kovalik y... 0AboutiminnyFriday, May 8th ~Added by Toast for GitHubToday ~Toast APP10:00 AMReviewapp#12059 Jy 20820 es reindexstream model hydration2 days old • 12 files changed •@Vasil VasilevAdded by Toast for GitHubResolve Conflictsapp#11443 Test hublets latency5 months old • 20 files changed#11327 JY-19501 webhookbased opportunity syncShow moreAdded by Toast for GitHubNeeds Loveapp#12024 JY-20773 fix user pilottracking ofr automated reportgenerated12 days old • 1 file changedE:: AppsMessage ToastJira CloudToast+AaConala CalaNew...
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778497654688_m2.jpg...
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Notion Calendar
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WindowmelpProjectIMMakerleO package-lock.json= oho WindowmelpProjectIMMakerleO package-lock.json= ohostan.neon.distEphpstan-baseline.neon<> phounit.xmliTo raw_saLquery.sqlMLRSADMS moộ sonar-project.properties361= test.py<> Untitled Diagram.xmlvetur.config.jsM+ WEBHOOK_FILTERING_IMPLEM 365> (h External Librariesv =° Scratches and Consolesv @ Database ConsolesV AEUA console [EU]4 DEAL RISKS [EU]&DI LUI* SyncCrmEntities Trait.phpC HandleHubsi© RateLimitException.php© CachedCrmServiceDecora© PaginationConfia.phdALu Lu& iminny@localhostconsole liminnvalocalhoA DI Giminny@localhost]4 HS_ocal liminnv@localnc 3764 SF [jiminny@localhost]A zoho dev liminnv@localh 378V ADROnServices+,o,cv O Database• ДEU# consolev & liminny@localnost4HS_Jocal 1 s 665 msA SFV APRODA consoleV A STAGING« console& Dockerclass Jiminnybebuqcommand extends commprivate function natelamutfor ($i = 0 ; $i < 3; $i++) {if ($i % 25 === 0) {scnis"pinto syncing$this->info( string: "Matc)ScrmService->matchByName('R$team = Team: : find($teamId);Sconfio = steam->determconflaunSactivities = Activitv:quervo"id'Outputi Result 2 x(0 W 4 rows -Muser_id YI email Yiames.arahamdiim3 148 (owner)nikolay.nikoloveLukas.kovalik@jihoren.k1razvand• SearchYour team is now on the Free plan with 1 admin. You retain editing access and other members are read-only. View team permissions to see who can edit, or upgrade to restore collaborationGET next offsetIteration run Search HS › search contact by email Copyv COLLECtIONSs9: An error occurrea› CRM Owners• CRM Pipelines› Dealsengagements>D OLD ENGAGEMENTSGEt list meetingsrosl search tasksGET read callGeT list callspost meetings scheduledGET det meetinorost det link to task>POST Create Contact with Association› Hubspotv teration run HSGET Read Copyeg. An error occurred.successful operationv teration run Search HSrost search contact oy emall copy> Journal & webhoooks v4> OAuth› Properties• DECCADOLSEARCHPost search contact by phonePOST search contact by emailPost search meetingsPOST search notes> POST Search calls v3POST Search related meetinas v3POST search deals› © Critical System Resource LimitPOSTntps://api.nubapi.com/crm/vs/objects/contacts/searchE Docs Params Authorization • Headers 11 Body • Scripts Settingsnone torm-data x-www-form-urlencoded raw binary Grapnol JsONv1 { "Limit": 1 3Body Cookies 1 Headers 17Toct Pocultel( JSONPreviewSo? Pass the correct auth credentialso". "Tho OAuth token used to make this call expired 30 minute(s) ago.".BO00UauA"2026-05-11T10:36:27.6872"s been stopped to prevent systenSustem Resource WarningSustem resources are constrained. Thesystem may not be able to generate the loadeded for this test and the cest is likely to- Connect Git = Concole 5.) Termina• Iteration run SearPOST search contact50 llf Preparation for Refi... in 53 m100% C2• Mon 11 May 14:07:34No environment4* AIg SaveVariables in requesG tokenCKel8LThMxIZOINOMI8kOEwr.Cookies› All variablesSchema Beautifty401 Unauthorized 100 mc • 112 KR • Ax e.a. Save Pacnanco ..5=0100Globale Vault Tookeemam...
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WindowmelpProjectIMMakerleO package-lock.json= oho WindowmelpProjectIMMakerleO package-lock.json= ohostan.neon.distEphpstan-baseline.neon<> phounit.xmliTo raw_saLquery.sqlMLRSADMS moộ sonar-project.properties361= test.py<> Untitled Diagram.xmlvetur.config.jsM+ WEBHOOK_FILTERING_IMPLEM 365> (h External Librariesv =° Scratches and Consolesv @ Database ConsolesV AEUA console [EU]4 DEAL RISKS [EU]&DI LUI* SyncCrmEntities Trait.phpC HandleHubsi© RateLimitException.php© CachedCrmServiceDecora© PaginationConfia.phdALu Lu& iminny@localhostconsole liminnvalocalhoA DI Giminny@localhost]4 HS_ocal liminnv@localnc 3764 SF [jiminny@localhost]A zoho dev liminnv@localh 378V ADROnServices+,o,cv O Database• ДEU# consolev & liminny@localnost4HS_Jocal 1 s 665 msA SFV APRODA consoleV A STAGING« console& Dockerclass Jiminnybebuqcommand extends commprivate function natelamutfor ($i = 0 ; $i < 3; $i++) {if ($i % 25 === 0) {scnis"pinto syncing$this->info( string: "Matc)ScrmService->matchByName('R$team = Team: : find($teamId);Sconfio = steam->determconflaunSactivities = Activitv:quervo"id'Outputi Result 2 x(0 W 4 rows -Muser_id YI email Yiames.arahamdiim3 148 (owner)nikolay.nikoloveLukas.kovalik@jihoren.k1razvand• SearchYour team is now on the Free plan with 1 admin. You retain editing access and other members are read-only. View team permissions to see who can edit, or upgrade to restore collaborationGET next offsetIteration run Search HS › search contact by email Copyv COLLECtIONSs9: An error occurrea› CRM Owners• CRM Pipelines› Dealsengagements>D OLD ENGAGEMENTSGEt list meetingsrosl search tasksGET read callGeT list callspost meetings scheduledGET det meetinorost det link to task>POST Create Contact with Association› Hubspotv teration run HSGET Read Copyeg. An error occurred.successful operationv teration run Search HSrost search contact oy emall copy> Journal & webhoooks v4> OAuth› Properties• DECCADOLSEARCHPost search contact by phonePOST search contact by emailPost search meetingsPOST search notes> POST Search calls v3POST Search related meetinas v3POST search deals› © Critical System Resource LimitPOSTntps://api.nubapi.com/crm/vs/objects/contacts/searchE Docs Params Authorization • Headers 11 Body • Scripts Settingsnone torm-data x-www-form-urlencoded raw binary Grapnol JsONv1 { "Limit": 1 3Body Cookies 1 Headers 17Toct Pocultel( JSONPreviewSo? Pass the correct auth credentialso". "Tho OAuth token used to make this call expired 30 minute(s) ago.".BO00UauA"2026-05-11T10:36:27.6872"s been stopped to prevent systenSustem Resource WarningSustem resources are constrained. Thesystem may not be able to generate the loadeded for this test and the cest is likely to- Connect Git = Concole 5.) Termina• Iteration run SearPOST search contact50 llf Preparation for Refi... in 53 m100% C2• Mon 11 May 14:07:34No environment4* AIg SaveVariables in requesG tokenCKel8LThMxIZOINOMI8kOEwr.Cookies› All variablesSchema Beautifty401 Unauthorized 100 mc • 112 KR • Ax e.a. Save Pacnanco ..5=0100Globale Vault Tookeemam...
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778497658850_m1.jpg...
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Notion Calendar
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelp$0(ab)Preparation for Refi... in 53 mDEV (docker)-zshDOCKER- ₴81DEV (docker)₴2APP (-zsh)H3worker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00:stoppedworker-nudges:worker-nudges_00:stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedworker:worker_00: stoppedworker-calendar:worker-calendar_00:stoppedworker-conferences:worker-conferences_00:stoppedworker-crm-sync:worker-crm-sync_00:stoppedworker-es-update:worker-es-update_00: stoppedworker-emails:worker-emails_00: stoppedworker-audio:worker-audio_00: stoppedartisan-schedule:artisan-schedule_00:stoppedartisan-schedule:artisan-schedule_00:startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny# php artisan jiminny:debugDispatching 100 MatchActivityCrmDatajobs (portal=2)Done.Watch logs and run jiminny:debug observeRateLimit to inspect cachestate.root@docker_lamp_1:/home/jiminny# php artisan optimize:clear && supervisorctl restart allINFOClearing cached bootstrap files.configcachecompiledeventsroutesviews84-zshX5screenpipe"100% <8• Mon 11 May 14:07:38181O ₴6-zsh87DEV59.22ms DONE97.76ms DONE2.63ms DONE4.67ms DONE11.57ms DONE18.54ms DONE...
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelp$0(ab)Preparation for Refi... in 53 mDEV (docker)-zshDOCKER- ₴81DEV (docker)₴2APP (-zsh)H3worker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00:stoppedworker-nudges:worker-nudges_00:stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedworker:worker_00: stoppedworker-calendar:worker-calendar_00:stoppedworker-conferences:worker-conferences_00:stoppedworker-crm-sync:worker-crm-sync_00:stoppedworker-es-update:worker-es-update_00: stoppedworker-emails:worker-emails_00: stoppedworker-audio:worker-audio_00: stoppedartisan-schedule:artisan-schedule_00:stoppedartisan-schedule:artisan-schedule_00:startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny# php artisan jiminny:debugDispatching 100 MatchActivityCrmDatajobs (portal=2)Done.Watch logs and run jiminny:debug observeRateLimit to inspect cachestate.root@docker_lamp_1:/home/jiminny# php artisan optimize:clear && supervisorctl restart allINFOClearing cached bootstrap files.configcachecompiledeventsroutesviews84-zshX5screenpipe"100% <8• Mon 11 May 14:07:38181O ₴6-zsh87DEV59.22ms DONE97.76ms DONE2.63ms DONE4.67ms DONE11.57ms DONE18.54ms DONE...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
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<?php
declare(strict_types=1);
namespace Jiminny\Exceptions;
use Throwable;
class RateLimitException extends RuntimeException
{
public function __construct(
string $message = '',
private readonly int $retryAfter = 1,
?Throwable $previous = null,
) {
parent::__construct($message, 0, $previous);
}
public function getRetryAfter(): int
{
return max($this->retryAfter, 1);
}
}
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JY-20725-handle-HS-search-rate-limit, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.09541223,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: JY-20725-handle-HS-search-rate-limit","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug 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Jiminny\\Exceptions;\n\nuse Throwable;\n\nclass RateLimitException extends RuntimeException\n{\n public function __construct(\n string $message = '',\n private readonly int $retryAfter = 1,\n ?Throwable $previous = null,\n ) {\n parent::__construct($message, 0, $previous);\n }\n\n public function getRetryAfter(): int\n {\n return max($this->retryAfter, 1);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Show Replace Field","depth":4,"bounds":{"left":0.42985374,"top":0.105347164,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXCheckBox","text":"Search 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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
<?php
declare(strict_types=1);
namespace Jiminny\Exceptions;
use Throwable;
class RateLimitException extends RuntimeException
{
public function __construct(
string $message = '',
private readonly int $retryAfter = 1,
?Throwable $previous = null,
) {
parent::__construct($message, 0, $previous);
}
public function getRetryAfter(): int
{
return max($this->retryAfter, 1);
}
}
Show Replace Field
Search History
429
New Line
Match Case
Words
Regex
Replace History
Replace
New Line
Preserve case
23/38
Previous Occurrence
Next Occurrence...
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2026-05-11T11:38:53.255201+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778499533255_m1.jpg...
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Alfred
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Alfred
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True
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NULL
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monitor_1
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NULL
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NULL
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NULL
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NULL
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v
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[{"role":"AXTextField","text&# [{"role":"AXTextField","text":"v","depth":1,"bounds":{"left":0.26180556,"top":0.16777778,"width":0.4763889,"height":0.05888889},"on_screen":true,"value":"v","help_text":"Alfred Search","role_description":"text field","is_enabled":true,"is_focused":true}]...
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-5936047258302868003
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-5936047258302868003
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visual_change
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hybrid
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NULL
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v
iTerm2ShellEditViewSessionScriptsProfilesWindowH v
iTerm2ShellEditViewSessionScriptsProfilesWindowHelplhlà Preparation for Refi... in 22 mDEV (docker)-zshDOCKERO ₴1DEV (docker)APP (-zsh)*3compiledeventsroutesviewsJiminny-worker-processing-2:j1minny-worker-processing-2_00: stoppedjiminny-worker-processing-3:jiminny-worker-processing-3_00: stoppedjiminny-worker-processing-4: jiminny-worker-processing-4_00: stoppedjiminny-worker-processing-5:jiminny-worker-processing-5_00: stoppedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00:stoppedworker-analytics:worker-analytics_00: stoppedworker-audio:worker-audio_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-download:worker-download_00: stoppedworker-nudges:worker-nudges_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedworker:worker_00: stoppedworker-calendar:worker-calendar_00:stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-sync:worker-crm-sync_00:stoppedworker-emails:worker-emails_00: stoppedworker-es-update:worker-es-update_00: stoppedartisan-schedule:artisan-schedule_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2: jiminny-worker-processing-2_00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00:startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00:startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny#php artisan jiminny:debugDispatching 100 MatchActivityCrmDatajobs (portal=2)Done.Watch logs and runjiminny:debug observeRateLimit to inspect cachestate.root@docker_lamp_1:/home/jiminny# ]-zsh*5100% C8• Mon 11 May 14:38:52T81-zsh*7+screenpipe"O ₴61.79ms DONE2.06ms DONE0.85ms DONE4.12ms DONEDEV...
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2026-05-11T11:43:24.891397+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778499804891_m2.jpg...
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Code
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Client.php — app — 9 problems in this file • Modif Client.php — app — 9 problems in this file • Modified...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 22 pending changes
22
Run and Debug (⇧⌘D)
...
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click
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 22 pending changes
22
Run and Debug (⇧⌘D)
50 lal"Preparation tor kerl.. In 1/m* 100% C4• &• Mon 11 May 14:43:24.0 000Client.php - app - 9 problems in this file • Modified•2 C;«* Client.php 9, M X# HubspotPaginationService.ohoMDv*@ M .* Claude Code XUntitled*v APP" services• Hubspol~OpportunitySynestrategy..** HubspotLastModifiedOpenSyncStra...** HubspotLastModifiedSyncStrategy....R HubspotSingleSyncStrategy.php** HubspotSyncStrategyBase.php*R HubspotWebhookBatchSyncStrateg...Pagination** HubspotPaginationService.php M* PaginationConfig.php* PaginationState.phpProspectsearchstrategy> Redis~ Servicelraits# OpportunitySyncTrait.php** SyncCrmEntitiesTrait.phpwsuncrields.rait.ono14 WriteCrmTrait.php• Utils• WebhookBatchSvncCollector.phoBatchSvncRedisService.ohvCliient.oho9, M|• ClosedDea|StagesService.oho• DealFieldsService.oho# DecorateActivity.php•FieldDefinitions.ohn# FieldTypeConverter.phpHubspotClientinterface.phpHubspotTokenManager.phpR PayloadBuilder.phpRemoteCrmObjectManipulator.phpR ResponseNormalize.phpR Service.php4 SyncFieldAction.php4 SyncRelatedActivityManager.php4 WebhookSyncBatchProcessor.php› IntegrationApp• Listeners> Metadata> Migrationv PipedriveOpportunitySvncStrateavProspectSearchStrateav> OUTLINE> TIMELINEwwwwwPA JY-20725-handle-HS-search-rate-limit*+ Go@2A902Windov# MatchActivitvCrmData.pho MmRateLimitException.ohov• HandleHubspotRateLimit.pho Mapp > Services > Crm > Hubspot › « Client.php › ..declare(strict_types=1);namespace piminny\Services\Crm\Hubspot;Caude codeions as ContactsWithAssociations;odel\SámplePublicObjectwithAssociations as DealWithAssociations;)Spot\Client\Crm\0bjects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;Hubspot Client crm Pipelines Model Pipel1nestage:use Hubsoot clent crm Propertles Model Provertv:use HubSoot Discoverv Discoverv:use iminny Excentions crmExcention:use Jiminnv Excentions RateLimitExcention:use Jiminny\Exceptions\SocialAccountTokenInvalidException;tions\HubspotException;Jiminny services crm\hubspoc raginacion huospotraginaclonservice;use 1lluminate support racades keals* @phpstan-type CrmFieldOption array(id:string, label:string, value?:string.class Client extends Baseclient impLements HubspotclientIntertacepublic const string MIN_API_VERSION = '2';public const string BASE_URL ='[URL_WITH_CREDENTIALS] = SpaginationService:You've come to the absolutely right place.orataetheminaAunReveiw the diff. Mostly @apo/Jobs/Crm/MatchActivitvCrmData.phoOann/Eycontionc/Patol imitEycontion.nhnOann/.lohc/Middloware/HandleHluhcnotPatolimithr7 1 line selected‹> Edit automaticallyç James Graham (8 years ago) Ln 5, Col 11 (28 selected)Spaces: 4 UTF-8 LF U PHP 8 Sign In 8.3 2 A...
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NULL
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18912
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811
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2026-05-11T12:00:02.969358+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778500802969_m2.jpg...
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PhpStorm
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faVsco.js – HubspotPaginationService.php
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True
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections...
|
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visual_change
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hybrid
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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PhostormVIewINavicareCodeLaravelWindowmelpFV faVsco.js?9 JY-20725-handle-HS-search-rate-limitroledeyC) TrackAutomated ReportGeneratedzventonp© TrackRecordingFileSizT SyncCrmEntitiesTrait.phpC) CachedCrmServiceDecorator.ong© TrackRecordingSizeEnT. ValidateSmitProspect:AjReports© RateLimitException.php0 Calendarn Conference0 Crm@ bullnorn>O Close_copper>J Crmobiects_ DecorareAcuivily• DummyHelpersv h HubspotAccountSvncStrate>D Actionsa ContactsvncStraterm Fields• Malournal1 Metadatalv OpportunitySyncSt>MConcerns.(c) Hubsnotl actMoC HubspotLastMo(C) Hubsnotl actMo(C) Hubsnotl actMor(C) Hubsnotl actMo(C) HubsnotSinaleS© HubspotSyncStr© HubspotWebhoo~ M Padination) HubspotPaginat© PaginationConfi(C) PaqinationState> D ProspectSearchStr:› D Redisv D ServiceTraitsTOnoortunitvsvnd() SvncCrmEntitiesT SuncFieldstirait.T. WriteCrmTrait.o• M UtilsM WebhookC) BatchSvncCollectot(c) RatchSvncRedisSec) Client nhr(C) ClocedDea|Stadecc@ DoalFieldsService r© Handlel<:pnpdeclarelscricrcypes=1nnamespace Jiminny Services Crm Hubspot Paqination:use Jiminny Services Crm Hubspot Client:use Jiminny Services Crm Hubspot PayloadBullder:use Psr\Log\LoggerInterface;use SevenShores Hubsoot Excentions BadRequest:use SevenShores Hubsoot Excentions HubsootExcention:use Jiminny Excentions SocialAccountTokeninvalidExcention:class HubsootPaginationServicelpublic function __construct(private LoggerInterface Slogger4...}*achows huospouexcepcion* @throws SocialAccountTokenInvalidException*ochrows badkequest13 usagespublic function getPaginatedDataGenerator(Client sclientarray Spayloadstring stype.int $offset = 0ant cstotal = 0Istrina &SlastRecordId = null): \Generator {Sstate = new PaqinationState(offset: Soffset):Sendooint = CLient:: BASE URLI"crm/vs/obiects/Stvoer/search":$defaultFilter = $payload['filters'] ?? [];Sresul +sPerPade = PavloadRun den: MAX SEARN! REQUEST IMITSteamId = Sclient->getConfig()->getTeam()->getid();Sdelav = Sthis->calculatelelavTnMicrosecondsO•i* (Sthic->chouldStonPagination/Sstate SteamTdhn&Spayload = $this->handlePaqinationStrategy(Spayload, SdefaultFilter, Sstate, SresultsPerPage, SteamId):Tacts naccod. 12 (todav 12:029ProviderkateLimiter.ongA1217131714BBGARSRRN1730174317451748helPreparation for Refi... novA SF [jiminny@localhost]4 HS_local [jiminny@localhost]A console [PROD]& console [EU]console [STAGINGICc W.*23/198ALY:[2026-05-11 11:20:43] local.ERROR: Failed to refresh HubSpot token {"account_id":1372,"updated_at":"2025-10-02 14:47:06","reason":"missing or invalidrw[2026-05-11 11:20:43] Local.NOTICE: Repairing HubSpot tokens end {"total":3, "fixed":0,"failed":3} {"correlation_id":"cb985c75-d47d-45c5-а37a-f6f0c95026fd",[2026-05-11 11:20:48] local.INF0: [HubSpot Journal Polling] Service starting {"me1ory-L1mit. ZooM", "max execucion clme". "!"1n1clal_memorymb.o0.ur 1"corre[2026-05-11 11:20:48] local.INFO: [HubSpot Journal Polling] Acquired polling lock {"expires_at":"2026-05-11T11:22:48.807561Z"} {"correlation_id":"954d156d-8a4[2026-05-11 11:20:48] local.INF0: [HubSpot Journal Auth] Requesting new client credentials tokerelation_id":"954d156d-8a4f-4592-a046-e16c5dd7d3bf" "tra[2026-05-11 11:20:48] local.INF0: Jiminny\Console\Commands\Command::run Memory usage for commano12026-05-11 11:20:47 LocaL.LNPU: J1minny Lonsole commanas Commano::run Memory usage for commano "san. nochdnt2026-05-11 11:20:47 LocaL.LNPU: HUbsDor Journal Auch successtully obtalned new access coken ""e[2026-05-11 11:20:491 local.INF0: [HubSpot Journal Pollingl No data""correlarion10": "Y5401500-8a4t-45y2-au4o-elocsod/osbt","crace_10": ecc/aebs-a4еo-4200-76[2026-05-11 11:20:53] local.INF0: Jiminny\Console\Commands\Command::run Memory usage before starting command {".12026-05-11 11:207551 1oc0LWR0: Jamanny Console Commands Command:Anun Memony usage for command command":"comaneset-dovennemorvBeforecommandinMb":60.0[2026-05-11 11:20:54] local.INF0: [HubSpot Journal Pollinal No data {"correlation_id"-"954d156d-8a4f-4592-a046-e16c5dd7d3bf"_"†ace_id"."ecc7aeb5-a4e6-4a0d-9!2026-05-11 11:20:561 LocaL.INF0:Jaminny console commands command:Anun Memony usage before starting command 'command"A"comabull honnaoang","memoryBeforecomma[2026-05-11 11:20:57] local.INF0: Jiminny\Console\Commands\Command::run Memory usage for command {"cnandInMb"•60.0l2026-05-11 11:20:59 LocoL1NF0: HuoSoot Journal Poluinol No datal"correlation 1d":95401560-824f-4592-2046-016c50d7d5bfI"trace 1d"*"ecclaen5-a4e6-4a00-9:LocaLINF0: HubSoot Journal Pollinal No datal"trace id"."ecclaeb5-a4e6-4a0d-9:2026-05-11 11:21:221 Loc0L.INF0:Jiminny Console Commands Command:Anun Memory usade before startino command "command" :"meeting-bot«schedule-hot" "memonyRefo12072771 BnenBWEiRSchedmleRot Commandl Mumber of adaivitates to he cantunede oEtconnel latton Stil-ahdev126h-1616-200E0a-44a КСК9enel Ttnarlocal INF0: Jiminnv\ Console\ Commands\ Command:•run Memory usage for command {"command" ."meeting-bot:schedule-bot" "memorvßeforeCommandIn™local.INFO: Jiminny \Console\Commands\Command::run Memory usage before starting command 1"coand"• "diialers:monitor-activities" "memorvßehon BiNs:Eim inny.WonsoleWommandslTiommandeunMemoavusadetor commandWcommandl.inblallens.monitinn-acMllestlmemonyRetonebommandhi[2026-05-11 11:21:37] local.NOTICE: Monitoring start11:21:37] local.NOTICE: Monitoring end {"correlation_id":"c0c5ae9d-2fb5-4d62-9edf-08ff810f36d4*tnacp idi.797008aa-d800-ha5A-826h-c67d573968hdl*[2026-05-11 11:21:42] local.INF0: Jiminny \Console\Commands\Command::run Memory usage before starting command {"coMemoa Tsade fos command Mcommand" . "maillhoy« slah-liatsanefnesh" "memoavRe foneDammand."[2026-05-11 11:21:45] local.INF0: [HubSpot Journal Pollingl No data{"correlation_id":"954d156d-8a4f-4592-a046-e16c5dd7d3bf" "trace_id":"ecc7aeb5-a4e6-4a0d-9€[2026-05-11 11:21:45] local.WARNING: [HubSpot Journal Polling) Maximum empty results reached, stopping {"empty_results":5,"max_empty_results":5} {"correlation[2026-05-11 11:21:45] local.WARNING: [HubSpot Journal Polling) Maximum empty results reached, stopping {"empty_results":5,"max_empty_results":5} {"correlation[2026-05-11 11:21:45] local.INF0: [HubSpot Journal Polling] Service ending {"runtime_seconds":57, "total_cycles":5, "files_downloaded":0,"empty_files":0, "other.![2026-05-11 11:21:46] local.INF0: [HubSpot Journal Pollingl Saved offset to database on cleanup {"offset":"019e15a9-9ea0-7da7-87bc-82592e3ccf0d"} {"correlatio[2026-05-11 11:21:46] local.INF0: [HubSpot Journal Pollingl Released polling lockiau-Hoos?ool[2026-05-11 11:21:48] local.INF0: Jiminny\Console\ Commands\ Command::run Memory usage before starting command {".ryBetorec[2026-05-11 11:21:48] local.INF0: [EmailSchedulel STARTING batch process {"host":"docker lamp_1"} {"d":"241421de-745e-44a3-a65f-377d105b241e" "tr:[2026-05-11 11:21:48] local.INF0: [EmailSchedulel FINISHED batch process {"host"."docker lamp_1".elation_1d":"241421de-745e-44a3-a65f-37702026-05-11 11:21:481 Local.INFU:Jiminny Console\ Commands\ Command::run Memory usage for comm2026-05-11 11:21159 LocoLaNFO: Jaminny console commands Command::run Memony usage before startinc2026-05-11 11:22:001 LocaLINFOJiminnv\ Console\ Commands\ Command:: run Memorvusade for command"2026-05-11 11:22:001 Local, WARNING: HubSoot Acco2026-05-11 11:22:001 LocaL,INF0:CrmOwnerResolver|[CrmOv2026-05-11 11:22:001 LocaL,TNF0:CrmOwnerResolver] No team menSvne2026-05-11 11•22•001 Tocol.TNSD+2014560,11n4.[SocialAccountServicel Fetching token12026-05-11 11•22-001 1ocol. TNE0-SocialAccoun+Senvicel Token notrieved &"socialAccounttd"1400 "nnoviden",3559^13-2418-4d56-84...
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2026-05-11T12:41:09.703171+00:00
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Jy 20820 es reindex stream model hydration by Vasi Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app — Work...
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[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Comparing master...JY-20725-handle-HS-search-rate-limit · jiminny/app
Comparing master...JY-20725-handle-HS-search-rate-limit · jiminny/app
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[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Comparing master...JY-20725-handle-HS-search-rate-limit · jiminny/app
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JY-20725 add HS rate limit handling on activities JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app — Work...
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS]
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JIRA: JY-20725
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JY-20725
JY-20725...
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS]
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2026-05-11T13:37:38.354266+00:00
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
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EXPLORER...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 13 pending changes
13
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Testing
Claude Code
EXPLORER
EXPLORER
Client.php 9 xV APPapp > Services > Crm › Hubspot › f* Client.php › °g Client › parseRetryAfter ()class Client extends Baseclient 1mpLements Hubspotclientintertace123pub lic tunction 1sHubspotRateL1m1t Throwable Se : bool137• Hubspol~OpportunitySynestrategy.• HubsnotLastModified@nenSvncStra..# HubspotLastModifiedSyncStrategy....# HubsootSinaleSyncstrategy.onp## HubspotSyncStrategyBase.php• HubsnotWebhookBatchSyncstrateg.Wwlallawwaa# HubspotPaginationService.php# PaginationConfig.php# PaginationState.phpProspectsearchstrategy~ Servicelraits# OpportunitySyncTrait.php• SvncCrmEntitiesTrait.phpwsuncrields.rait.ono• WriteCrmTrait.phr• Utils• WebhookBatchSvncCollector.ohoBatchSvncRedisService.ohvClient.oho* ClosedDealStagesService.oho* DealFieldsService.oho* DecorateActivitv.oho• FieldDefinitions.ohn|• FieldTvoeConverter.ohn# HubspotClientinterface.php# HubspotTokenManager.phpR PayloadBuilder.php€ PemoteCrmObiectManinulator.nhn«* PecnonceNormalize nhn• Service.php# SyncFieldAction.php# SyncRelatedActivityManager.php# WebhookSyncBatchProcessor.php> IntearationApp• Listeners> Metadata• MiarationV Pipedrive• OpportunitySvncStrateavProspectSearchStrateavOUTIINETIMELINGi8 JY-20725-handle-HS-search-rate-limit* ©pubd L1c• tunction-parseretryArter(Tnrowable se): •1nc1t• method exists se,'getResponseMeaders"))•‹Sheaders =Se->aetResoonseHeaderso-?:-0*$value = $headers ('Retry-After')•?? Sheaders['retry-after')•?? null;$value = $value [0] •22-null;if. (1s numeric(svatue)). +Smessage = strtolower($e->getMessage));it• (sur contains(smessage, ' dally y)'1if• (str_contains(Smessage,'ten secondly")) •1return-10:if• (str_contains($message, 'secondly')) -{return-1;Sthis->loq->warning(* (Hubspot)•No retry-after header or known message, using default'.-[get_class($e),message" .= Smessage.return.10.public function getMinimumApiVersion(): stringreturn celf.-MtN ApT VERSTON•public function getInstance(): Factorynew ractoryl= Sthis→>accesstoken,'oauth?"base url => sthis->baseUruoublic function aetNewinstance: Discovervreturn HubSpot\Factorv::createWithAccessToken/Sthis-saccessToken@6A9026• 2 C→ Review rate limit handli... XReview rate limit handling for HubSpot jo..<› Client.nhn#62-169Add coverage of new methods in Client public function search(string $objectType, array Spayload): array< 40 hl100% Lz• Mon 11 May 17:16:0808000*0&.• Read Response.php• Read Response.php (lines 101-130)• Thouaht for Os ›•Bach Sind aetDataFromPesnonse in HubsnotResnonsearep -n "aetDataFromResoponse" /Users/lukas/iiminny/aop/vendor/hubspot/hubspot-oho/src/Htto/Response.ohoOUT 25private function getDataFromReseInterface Gresnonse'• Read Response.oho (lines 380-399)• Bash Check PHPUnit bootstrap contigurationgrep -n "bootstrap\|bootstrap" /Users/lukas/jiminny/app/phpunit.xml 2>/dev/null | head -5 || cat /Users/lukas/jiminny/app/phpunit.xml | head -20AKohOun tXM INSHXST EATETOR IMNMAWAHO EOT20OVAXMIS ChEMASInSiTanCelXST laNo NamesOAces ChemalLo cataIon=lhTatOSA ls Chema-ohoun EaderAeASYhoun taXcdl hoo tsi tranE"vendor auto oadHoholcol loEsET• Thouaht for 3s ;• Good — the bootstran is iust Comooser's autoloader. no Laravel bootstrannina. Now let's run the new tests;• Bash Run the new ClientTest methodsIN php vendor/bin/phpunit tests/Unit/Services/Crm/Hubspot/ClientTest.php -filter="testSearch|testIsHubspotRateLimit|testParseRetryAfter" --n0-coverage 2>&1 | tail -50Run the new ClientTest methods11 Yes7 Yes, alllow oho vendorlbin/oh.... for alll oroiects3 NoTell Claude what to do insteadEsc to cancel8 SignIn...
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2026-05-11T14:48:58.284314+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778510938284_m2.jpg...
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Client.php (Working Tree) (Client.php) — app — 9 p Client.php (Working Tree) (Client.php) — app — 9 problems in this file • Modified...
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Explorer (⇧⌘E)
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7739306290408768343
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Explorer (⇧⌘E)
SOURCE CONTROCHANGESv Changes@ .env Explorer (⇧⌘E)
SOURCE CONTROCHANGESv Changes@ .env.local• .env.nikilocal@ .env.otherE ids.txtraw_sal_query.sgl* WEBHOOK_FILTERING IMPLEMENT.# JiminnyDebugCommand.php app/Cl"# SimulateWebhooksCommand.php a." CreateMockAskJiminnvReportResult.RateLimitException.php app/ExceptilMatchActivitvCrmData.php app/Jobs... M«* Client.php app/Services/... 0 ) + 9, M"loadina.nho confid* favicon.ico public** Handle-lubsootRateLimitTest.oho t...** CanAccessA RenortsTest.oho tests/..** ClientTest oho tests/Unit/Services/Cr.V GRAPHP9Auto @ ÷÷1O JY-20725 add m.• JY-20725 add tests Lukas Kovali!• JY-20725 add HS rate limit handling on a..Merae oulll request #12.Merae branch 'master' into .IY-20818..Merae oull reauest #12057 from limin….JY.20818 move ask liminnv renorts to..Merae oull reauest #12052 from limin…..Morao hranch Imactorl into.IV.20917Morao null roauoct #12047 from liminA IV.20662 roturn woid flier• JY-20662 Removed word boost para...Iy.20917. Siv dolotina old tracke mibMerge pull request #12043 from jimin..Merge branch 'master' into JY-19938.Merge pull request #12044 from Jimin…y 10000 Addod cancont informatinnJy-19938 reorder arrav mao ilianJY-19938: Address PR review commeJY-19938 lint fixes iliani8 JY-20725-harlle-HS-search-rate-limit* O® 6 A 10 028Windov#R MatchActivitvCrmData.php M XmRateLimitException.ohov• Client.pho 9, Mapp > Services > Crm › Hubspot › f* Client.php › •g Client › getRateLimitCacheKey()class Client extends Baseclient 1mplements HubspotCllentintertaceprivatetunction executeRequest callable Sapicalu)return sapicallo:catch (Throwable Se) {if (sthis-sisHubsnotRateLimit(se))4$retryAfter = $this->parseRetryAfter($e);time• + SretrvAfter). "'nx'.$this->log->warning('[Hubspot]Received 429 from API', [schis→>contig→ream10,'config id'= Sthis->cont10->qetid,throw new RateLimitExcention( 'Hubsoot returned 429' SretrvA1throw se:private function getRateLimitCachekey(): stringreturn sprintf('hubspot:ratelimit:portal:%d', $this->config->getId())pub lic tunction 1sHubspotRateL1m1t Throwable Se : boolif (Se instanceof BadRequestse instanceof DealAn: Excention1I se instanceof ContactAniExcentionIl te inctancenf (GuzzleHttnl Fycentionl RenuestFycentionreturn (int se->getcode === 429:return false:public function parseRetryAfter(Throwable Se): intif (method exists(se'getResponseHeaders') ) {Sheaders = Se->qetResponseHeaderso ?:0:Svalue = Sheadersf'Retrv-After'] 22 Sheaders('retry-after'] 22 mlifis arrav(svalue))svalue = cvalue lal 22 null.if (ie numoric(cvaluo))freturn (int) SvalueSmessade = strtolower(Se->aetMessade.).« Client.oho (Working Tree) 9, M Xclass Client extends Baseclient 1mplements Hubspotclientintertace16716811691123-124125114111421431trv"return Sapicallocatch (Throwable se)&if (sthis-sisHubsnotRateLimit(se))^$retryAfter = $this->parseRetryAfter($e);NX: only the 11rst 10d to receive a 429 1n this burst sers the(string) (time() + $retryAfter), ['nx',$this->log->warning('[Hubspot] Received 429 from API', ['team id''config id'= Sth1s->cont10->qetid,throw new RatelimitException(*Hubspot returned 429', SretryAfter,,throw se:private function getRateLimitCacheKey): stringreturn sprintf('hubspot:ratelimit:config:%d', $this->config->getId));orivate tunction 1SHubspotRateL1m1t Throwable se : boouif (Se instanceof BadRequestse instanceof DealAn ExcentionIl Se instanceof ContactAniExcention&e inctancenf \GuzzleHttnlFycentionlRenuestFycentionreturn (int se->getcode === 429:return false:nrivate function narceßetrudfter(Throwable &el. intif (method exists(se.'getResponseHeaders') ) {Sheaders = Se->aetResoonseHeaderso?:0:Svalue = sheaders|"Retrv-after' ? Sheaders 'retrv-after' ?r nuulaifis arrav(svalue)svalue = cvalue 0l 22 null.if (is numeric($value)) {Smessade = strtolower(Se->aetMessade0)••2 C3-3 Review rate limit handli.Review rate limit handling for HubSpot jo.Here are code reveiw suggestions: Issues• Thouaht for 1s |• Now fix issue 5 — remove the duolicated constants from HandleHubspotRateLimitTest.oho •Read HandLeHubspotRateLimittest-php• Edit HandleHubsnotRateLimitTest.oholclass Handle:ubsootRatelimitlest extends Testcasenrivate const int MAX RETRY DELAY = 600-private const int MIN_RETRY DELAY = 1;private HandleHubspotRateLimit Smiddleware:• Edit HandleHubspotRateLimittest.ohdpublic static tunction delayclampingProvider: arrayreturn'short retry uses retry_after as floor' »> ['retryAfter' = 1,'expectedMin' = self::MIN_RETRY DELAY,'expectedMax' = self::MIN RETRY DELAY + self::JITTER SECONDSnedium retry passes through' =>• Now run all affected tests to verify everything passes:• Bach Run all affected testeIN docker exec docker lamo 1 vendor/bin/ohounitrests/Unit/Services/Crm/Hubsoot/CLientTest.oho vtests/Unit/Services/Crm/Hubspot/Pagination/HubspotPaginationServiceTest.php \+ Noodling…..' Client.oho100% L2Mon 11 May 17:48:57return Smethod->invoke sthis->client. Se:class Handle:ubsootRatelimitTest extends Testcaseprivate HandleHubspotRateLimit Smiddleware:public static tunction delayclampingProvider: arrayreturn'short retry passes through' = ['retryAfter' = 1,"eynectedMin" = 1.11 1 + 5 jitter'medium retry passes through' => [#Ask before edit.A Not Committod VotSpaces: 4 UTF-8 LF PHP 8 Signin 8.3P...
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778516390020_m2.jpg...
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Claude
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Claude
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True
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monitor_2
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Claude finished the response
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
Pasted Text, pasted, 353 lines
#!/bin/bash # screenpipe_sync.sh # Syncs Screenpipe SQLite data to a NAS archive database (append-only, no deletions). # Also copies the day's video/frame data folder to the NAS. # # Usage: # ./screenpipe_sync.sh # syncs yesterday (default) # ./screenpipe_sync.sh 2026-04-15 # sync
PASTED
after recent updated in screenpipe (find out what are these) I am unable to run script. (pasted) "lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-10 11:50:45] ========================================
[2026-05-10 11:50:45] Screenpipe sync starting for: 2026-05-07
[2026-05-10 11:50:45] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (2.2G)
NAS mount: OK /Volumes/screenpipe
Archive DB: exists ( 10G)
Data dir: OK (266 files, 292M)
[+00m05s] ▶ Counting source rows for 2026-05-07
frames: 6262
elements: 623002
ui_events: 7412
ocr_text: 1670
meetings: 2
[+00m05s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m06s] ▶ Syncing data for 2026-05-07
video_chunks ✓ 0m01s
frames (6262 rows) ⠋ Parse error near line 3: table nas.frames has 24 columns but 30 values were supplied" There were some recent changes in migrations. Here are migrations form the begining of march (approx after I installed irt first time) 20260301000000 create elements table 2026-05-06 17:27:34 True 736637f38c6e0b5547f23c870ebbc3e87ef2d8d33b22ce73f7 ... 1302167
20260301100000 fts external content 2026-05-06 17:27:34 True 44ca0e5fc3b23c19aa09d7ac3fea48de604032d5feced2615c ... 2102875
20260301200000 drop ui monitoring 2026-05-06 17:27:34 True 9ab8a4d8c0d602b491ef1a6ff36076fd7b7c12c05848201682 ... 620375
20260306000000 delete empty transcriptions 2026-05-06 17:27:34 True 5f991a21d663157a2bce5cb9f0729f02181eef817aaef5a0b8 ... 166792
20260309000000 add cloud blob id 2026-05-06 17:27:34 True e1588e32884ec5660d11bbaa995d767fb2172bb9732ad22319 ... 1450542
20260310000000 create memories 2026-05-06 17:27:34 True 4fd07e878de1dd5b8d184e7bca9ee4e6b2480bbf39e5a68ff7 ... 1135416
20260311000000 drop unused tables 2026-05-06 17:27:34 True 3d9eb9d327a61c4055b31e22082cd045e00bd7a875cbdee86b ... 547625
20260312000000 consolidate search to frames full text 2026-05-06 17:27:34 True 5a7a31a359e9e93978d46ab4759fc8cd43898c0fd325d001b7 ... 3038250
20260312000001 drop dead fts tables 2026-05-06 17:27:34 True dd8264b96b4427f40b06ac60b813b77b6d055b24dd727212c5 ... 297250
20260312000002 drop accessibility tags 2026-05-06 17:27:34 True 672b2661f7e0fc8026f2eb6cc5d24935a15db4ed4982aeb973 ... 260167
20260315000000 add frame id to memories 2026-05-06 17:27:34 True f324ec7981134e647b6497126a2b6a7467e94d271d140d0d25 ... 642250
20260316000000 add elements activity summary index 2026-05-06 17:27:34 True 5b3f99a0d58fc73d62f240319d0718963364fdee1e3a7c4866 ... 265834
20260317000000 add elements automation props 2026-05-06 17:27:34 True 4bd132d263de143c7bb0dcf2e3b8074606c58c0f79e6091d13 ... 537750
20260318000000 add elements ref frame id 2026-05-06 17:27:34 True 33282b2c342e4743f096d1e3093146e243d97f392fe4df2cb5 ... 525250
20260319000000 add sync id indexes 2026-05-06 17:27:34 True 22c7a18c918cfcc458f05fdbfe2a0b2bb65a67ae9daeec6028 ... 407083
20260320000000 add note to meetings 2026-05-06 17:27:34 True cfa45b4c98e300c40cd36942839aa20528f47ae3e7b9c86751 ... 519625
20260324000000 drop ocr text delete trigger 2026-05-06 17:27:34 True 99f445308168fc88f993c43f8e884cc4dc7e41411c86b4d3e7 ... 182209
20260326000000 add session path to pipe executions 2026-05-06 17:27:34 True 5aa266dfcd7b741a18dd3ffb6b0ca3caf2e569959074cbc3ff ... 549583
20260411000000 add elements ref frame id index 2026-05-06 17:27:34 True 378589322920e74980ea48c6b44c916cd488e47a8f6172161e ... 232083
20260415000000 frames fts external content 2026-05-06 17:27:34 True 3fdac70da2fd44bca3c3717768b57c4cbee743451b73f13de9 ... 1259250
20260423000000 add speaker id indexes 2026-05-06 17:27:34 True 80e8e0cf144ee620c81b3796196ca22b8e34f9c152ca2ffe8f ... 398709
20260429000000 add evicted at to chunks 2026-05-06 17:27:34 True 180b1d44305df17620929a69ecce60fa3ce0148905adf19ff7 ... 963833
20260502000000 add elements on screen 2026-05-06 17:27:34 True 2cf51a077a75ef32e4e1d722092053ce919bdeee151d3d91fb ... 644500
20260504120000 add document path column 2026-05-06 17:27:34 True d84f7127e1647984eeb1f89e8dffd0918525f128e4608d323f ... 593042
20260506120000 add memories sync columns 2026-05-07 06:45:22 True 800beaaa228c7fbd88fe367dc5b357adb72a3a0635da5a30f4 ... 1777417
20260501000000 add redacted columns 2026-05-08 06:25:45 True 2a4cd6714a2322ccf8f2af6084af5a05e40f460c44c1aaf874 ... 795120667
20260503000000 add frames image redacted 2026-05-08 06:25:45 True . It worked up to the point where I attemtped to remove it and install again since the retention policy doesn't clear old data and it was to big. I am basically moving data to nas and query it form there. mac is for capture only or lets say one week query using claude code. THe main consumer and interface is on nas. How to make it work so new changes won't messup my setup. Seems like I removed the whole folder it was working find runnign with @letest even I may be wrong.
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10 May
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Claude responded: Looking at this carefully, the error tells the whole story:
Claude responded: Looking at this carefully, the error tells the whole story:
Pinpointing schema mismatches from recent PII redaction migrations
Pinpointing schema mismatches from recent PII redaction migrations
Looking at this carefully, the error tells the whole story:
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table nas.frames has 24 columns but 30 values were supplied
Your source DB got 6 new columns from recent migrations, but the NAS archive was created earlier with the old schema.
CREATE TABLE IF NOT EXISTS
is a no-op when the table exists, so the NAS schema is frozen at whatever it was when first created. Then
INSERT ... SELECT *
does positional mapping, which blows up the moment column counts diverge.
Let me verify the recent screenpipe changes and then fix this properly.
Diagnosed schema drift, architected resilient migration strategy
Diagnosed schema drift, architected resilient migration strategy
What's happening
What's happening
The error is schema drift, not a screenpipe bug. Your source DB grew 6 columns from these migrations (most landed late April / early May with the PII work):
20260429000000 add evicted at to chunks
→
video_chunks.evicted_at
20260502000000 add elements on screen
→
elements.on_screen
20260504120000 add document path column
→
frames.document_path
20260501000000 add redacted columns
→ redacted columns on frames/ocr_text/elements (this is the big one — accompanies the new
screenpipe/pii-redactor
model)
20260503000000 add frames image redacted
→
frames.image_redacted_path
20260506120000 add memories sync columns
→ memories table
Your NAS
archive.db
was created before these landed.
CREATE TABLE IF NOT EXISTS
is a no-op on existing tables, so the NAS schema froze. Then
INSERT INTO nas.frames SELECT * FROM main.frames
does
positional
mapping → 30 source values into a 24-column NAS table → parse error.
You weren't wrong about
npx screenpipe@latest
working: removing the folder gave you a fresh local DB with the new schema, and querying still works because everything is on one schema. The mismatch only surfaces when you try to merge old + new schemas via the sync.
The fix
The fix
Two changes make this future-proof:
ensure_columns
— before each insert, diff source vs NAS columns and run
ALTER TABLE ADD COLUMN
for any new ones. SQLite handles this as a metadata-only op, so it's instant even on your 10G archive.
Explicit column lists in INSERT
— never
SELECT *
again. Build the column list dynamically from
PRAGMA table_info(<table>)
and use
INSERT INTO t (cols) SELECT cols FROM ...
. Now positional drift is structurally impossible.
Bonus: dropped columns in future migrations will also be handled gracefully — the archive keeps the column with NULLs for new rows, no errors.
Let me write the updated script.
Created a file, ran a command, read a file
Created a file, ran a command, read a file
What changed in the script
What changed in the script
Three additions, everything else preserved:
Schema helpers
(
table_columns_with_types
,
table_columns
,
table_exists
,
ensure_columns
,
build_col_list
) — pure bash + sqlite3 PRAGMA, no extra deps.
New "Reconciling NAS schema with source" step
— runs after
CREATE TABLE IF NOT EXISTS
, before indexes/FTS/inserts. For each table in
SYNC_TABLES
, it diffs source columns against NAS and
ALTER TABLE ADD COLUMN
s the missing ones. Output looks like:
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schema: frames ✓ added 4: cloud_blob_id document_path image_redacted_path text_redacted
schema: elements ✓ added 2: on_screen text_redacted
schema: video_chunks ✓ added 1: evicted_at
Explicit column lists in every INSERT
—
FRAMES_COLS=$(build_col_list frames)
builds
"id","timestamp","app_name",...
from source
PRAGMA table_info
, and the inserts use
INSERT INTO nas.t (cols) SELECT cols FROM main.t
. No more positional mapping. Column names are double-quoted so any future hyphens or reserved-word columns won't break parsing.
What to expect on the next run
What to expect on the next run
First run after dropping it in: the "Reconciling NAS schema with source" step will print the missing columns it adds to your existing 10G archive (4 on
frames
, plus a few on
elements
/
video_chunks
/
ocr_text
). Each
ALTER TABLE ADD COLUMN
is a metadata-only op in SQLite — no table rewrite, no VACUUM needed, total cost should be sub-second even on the 10G file. Then 2026-05-07 will sync normally.
After that, when Screenpipe ships the next migration, your sync just picks up the new columns automatically. No more breakage.
One thing worth knowing
One thing worth knowing
If Screenpipe ever
drops
a column in source (rare but possible — they did
drop ui monitoring
and
drop dead fts tables
earlier), the NAS will still have it, and
build_col_list
(sourced from
main
) won't reference it. New rows will have NULL for the orphaned column, old rows keep their data. That's the right archival behavior — but if you ever want to actually drop those orphan columns from NAS, that's a manual
ALTER TABLE ... DROP COLUMN
which SQLite has supported since 3.35 (your macOS Tahoe ships 3.43+, and your NAS Docker SQLite is fine).
View Screenpipe sync
Screenpipe sync
SH
Open Screenpipe sync
Open in iTerm
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You said: ok but given the changes introduced is there something I may actually use
You said: ok but given the changes introduced is there something I may actually use
ok but given the changes introduced is there something I may actually use
10 May
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Claude responded: Good question.
Claude responded: Good question.
Cataloging PII redactor capabilities and security categories
Cataloging PII redactor capabilities and security categories
Good question. Let me look at what these new columns actually do and which ones map to your setup, since not all of them are equal value for you.
Evaluated four practical database columns for his specific workflow needs
Evaluated four practical database columns for his specific workflow needs
Yeah, three of them are genuinely useful for your setup. The rest are cloud-sync plumbing you can ignore.
frames.document_path — most useful for you
frames.document_path
— most useful for you
Captures the path of the document/file open at frame time. This is a meaningful upgrade over relying on
app_name
+
window_name
for IDE work.
Concrete uses given your stack:
Daily activity summary
: instead of "spent 2h in PhpStorm", you can group by
document_path
and get "spent 2h in
app/Http/Controllers/ReportsController.php
" — directly tied to the JY-20458 work.
Ticket correlation
: branch names contain ticket IDs in PhpStorm window titles, but file paths are cleaner. Query
WHERE document_path LIKE '%/reports/%'
to slice by feature area.
Replaces some of the
LIKE '%JY-%'
fishing
: your hyphenated-token issue with FTS5 mostly comes up in OCR text. For "what was I working on",
document_path
skips OCR entirely.
Worth adding an index on the NAS:
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sql
CREATE
INDEX
IF
NOT
EXISTS
idx_frames_document_path
ON
frames
(
document_path
)
WHERE
document_path
IS
NOT
NULL
;
elements.on_screen — directly useful for the meeting detector
elements.on_screen
— directly useful for the meeting detector
This is a boolean for whether the element was actually visible (vs. in the accessibility tree but scrolled off / occluded / behind a collapsed panel).
For your
meeting-detector
pipeline:
Zoom's accessibility tree exposes
everyone
on the call, including names in collapsed roster panels. Adding
WHERE on_screen = 1
cuts the participant detector down to people whose name tile was actually rendered — much closer to "who was visible during this segment".
For daily summaries: weights time-on-element by visibility, so reading vs. having-a-tab-open look different.
Cheap to add, big signal-to-noise win.
PII redaction columns (text_redacted etc.) — useful but with caveats
PII redaction columns (
text_redacted
etc.) — useful but with caveats
The model behind these is
screenpipe/pii-redactor
, fine-tuned for accessibility trees, OCR'd screen text, and computer-use traces. Detects 12 categories including a
secret
class that catches passwords, API keys, JWTs, DB connection strings, and PRIVATE-KEY markers — exactly the stuff that leaks into your captures during Laravel/Salesforce/HubSpot dev work.
For your setup, this maps well because:
The NAS archive is the consumer, queried by Claude Code agentically. Pointing those queries at
text_redacted
rather than
text
reduces the blast radius if a prompt or tool result ends up somewhere unexpected.
Your Mac captures Jiminny customer data on every call. Redacted text is safer for archival queries that don't need exact content (which is most of them).
Caveats worth knowing before flipping it on:
Probably opt-in.
Migrations only added the columns; redaction itself almost certainly needs a flag (worth checking
screenpipe record --help
for something like
--enable-pii-redaction
). Without enabling, the columns just stay NULL.
Over-redacts on short strings
: ~8% on accessibility/window titles, ~16% on long-form. Bulgarian names + Slovak surnames in your genealogy notes will likely trigger false positives. Keep the unredacted
text
column for cases where you need ground truth.
Model license is CC BY-NC 4.0
— non-commercial only, so not suitable for anything Jiminny-business related; fine for personal use.
Practical pattern: query
text_redacted
by default, fall back to
text
only when you explicitly need the raw value.
video_chunks.evicted_at — minor diagnostic value
video_chunks.evicted_at
— minor diagnostic value
When the local retention policy prunes a chunk, this stamps the time. Given your 7-day retention + nightly sync to NAS, you could add a preflight check that warns if a chunk got evicted before its frames were synced (would mean you have frame metadata pointing to deleted video). Realistically your nightly sync at 3am is well inside the 7-day window, so this is more "nice diagnostic" than "must-use".
Skip these
Skip these
frames.cloud_blob_id
,
memories sync columns
— for the optional E2EE cloud sync feature. You self-host, you don't need them. Stays NULL.
If you want, I can draft a small SQL migration for the NAS-side indexes (
document_path
,
on_screen
) and a tweaked version of your daily-activity-summary Claude Code prompt that uses
document_path
for grouping. Both are short.
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You said: yes do it.
You said: yes do it.
yes do it. I want frames.document_path and elements.on_screen. Do I need to add it to the script as well (if running for the first time on new machine). But for archive.db on nas I need to add it now. Also what would be the effect on older data if don't have data there?
10 May
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Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Architected migration strategy, index optimization, and data continuity implications
Architected migration strategy, index optimization, and data continuity implications
Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt. Plus a clean answer on the older-data question.
What happens to older data
What happens to older data
Both columns will be
NULL
for every row that's already in the archive. Screenpipe only started populating them on the migration dates (
document_path
from May 4,
on_screen
from May 2 in source — for your archive, from whenever you first sync data captured after those dates).
Practical implications:
WHERE document_path = 'foo'
— silently skips all old rows. Same for
WHERE document_path IS NOT NULL
.
WHERE on_screen = 1
— silently skips all old element rows (NULL is neither 1 nor 0).
WHERE on_screen = 0
— also skips them (NULL ≠ 0).
So queries using these columns are implicitly forward-looking.
No backfill is possible
— screenpipe didn't capture this signal at the time, the data simply doesn't exist for those moments. If you need a hybrid query (use
document_path
when present, fall back to
window_name
for older data), use
COALESCE(document_path, window_name)
or an explicit branching CASE.
The partial indexes (with
WHERE ... IS NOT NULL
) handle this elegantly — they ignore old rows entirely, so they stay small and only grow with new data.
Run this now against the NAS archive
Run this now against the NAS archive
Two partial indexes — they index only the rows that actually have data, so they're effectively instant on your 10G archive (currently zero qualifying rows):
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button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open sidebar","depth":21,"bounds":{"left":0.47340426,"top":0.026336791,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Share chat","depth":21,"bounds":{"left":0.48537233,"top":0.026336791,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Claude finished the response","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"You said: after recent updated in screenpipe (find out what are these) I am unable to run script.","depth":20,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"You said: after recent updated in screenpipe (find out what are these) I am unable to run script.","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Pasted Text, pasted, 353 lines","depth":21,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"#!/bin/bash # screenpipe_sync.sh # Syncs Screenpipe SQLite data to a NAS archive database (append-only, no deletions). # Also copies the day's video/frame data folder to the NAS. # # Usage: # ./screenpipe_sync.sh # syncs yesterday (default) # ./screenpipe_sync.sh 2026-04-15 # sync","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"PASTED","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"after recent updated in screenpipe (find out what are these) I am unable to run script. (pasted) \"lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07\n[2026-05-10 11:50:45] ========================================\n[2026-05-10 11:50:45] Screenpipe sync starting for: 2026-05-07\n[2026-05-10 11:50:45] ========================================\n[+00m00s] ▶ Preflight checks\n Source DB: OK (2.2G)\n NAS mount: OK /Volumes/screenpipe\n Archive DB: exists ( 10G)\n Data dir: OK (266 files, 292M)\n[+00m05s] ▶ Counting source rows for 2026-05-07\n frames: 6262\n elements: 623002\n ui_events: 7412\n ocr_text: 1670\n meetings: 2\n[+00m05s] ▶ Initialising tables, indexes, FTS\n creating tables ✓ 0m00s\n creating indexes ✓ 0m01s\n creating FTS tables ✓ 0m00s\n[+00m06s] ▶ Syncing data for 2026-05-07\n video_chunks ✓ 0m01s\n frames (6262 rows) ⠋ Parse error near line 3: table nas.frames has 24 columns but 30 values were supplied\" There were some recent changes in migrations. Here are migrations form the begining of march (approx after I installed irt first time) 20260301000000 create elements table 2026-05-06 17:27:34 True 736637f38c6e0b5547f23c870ebbc3e87ef2d8d33b22ce73f7 ... 1302167\n20260301100000 fts external content 2026-05-06 17:27:34 True 44ca0e5fc3b23c19aa09d7ac3fea48de604032d5feced2615c ... 2102875\n20260301200000 drop ui monitoring 2026-05-06 17:27:34 True 9ab8a4d8c0d602b491ef1a6ff36076fd7b7c12c05848201682 ... 620375\n20260306000000 delete empty transcriptions 2026-05-06 17:27:34 True 5f991a21d663157a2bce5cb9f0729f02181eef817aaef5a0b8 ... 166792\n20260309000000 add cloud blob id 2026-05-06 17:27:34 True e1588e32884ec5660d11bbaa995d767fb2172bb9732ad22319 ... 1450542\n20260310000000 create memories 2026-05-06 17:27:34 True 4fd07e878de1dd5b8d184e7bca9ee4e6b2480bbf39e5a68ff7 ... 1135416\n20260311000000 drop unused tables 2026-05-06 17:27:34 True 3d9eb9d327a61c4055b31e22082cd045e00bd7a875cbdee86b ... 547625\n20260312000000 consolidate search to frames full text 2026-05-06 17:27:34 True 5a7a31a359e9e93978d46ab4759fc8cd43898c0fd325d001b7 ... 3038250\n20260312000001 drop dead fts tables 2026-05-06 17:27:34 True dd8264b96b4427f40b06ac60b813b77b6d055b24dd727212c5 ... 297250\n20260312000002 drop accessibility tags 2026-05-06 17:27:34 True 672b2661f7e0fc8026f2eb6cc5d24935a15db4ed4982aeb973 ... 260167\n20260315000000 add frame id to memories 2026-05-06 17:27:34 True f324ec7981134e647b6497126a2b6a7467e94d271d140d0d25 ... 642250\n20260316000000 add elements activity summary index 2026-05-06 17:27:34 True 5b3f99a0d58fc73d62f240319d0718963364fdee1e3a7c4866 ... 265834\n20260317000000 add elements automation props 2026-05-06 17:27:34 True 4bd132d263de143c7bb0dcf2e3b8074606c58c0f79e6091d13 ... 537750\n20260318000000 add elements ref frame id 2026-05-06 17:27:34 True 33282b2c342e4743f096d1e3093146e243d97f392fe4df2cb5 ... 525250\n20260319000000 add sync id indexes 2026-05-06 17:27:34 True 22c7a18c918cfcc458f05fdbfe2a0b2bb65a67ae9daeec6028 ... 407083\n20260320000000 add note to meetings 2026-05-06 17:27:34 True cfa45b4c98e300c40cd36942839aa20528f47ae3e7b9c86751 ... 519625\n20260324000000 drop ocr text delete trigger 2026-05-06 17:27:34 True 99f445308168fc88f993c43f8e884cc4dc7e41411c86b4d3e7 ... 182209\n20260326000000 add session path to pipe executions 2026-05-06 17:27:34 True 5aa266dfcd7b741a18dd3ffb6b0ca3caf2e569959074cbc3ff ... 549583\n20260411000000 add elements ref frame id index 2026-05-06 17:27:34 True 378589322920e74980ea48c6b44c916cd488e47a8f6172161e ... 232083\n20260415000000 frames fts external content 2026-05-06 17:27:34 True 3fdac70da2fd44bca3c3717768b57c4cbee743451b73f13de9 ... 1259250\n20260423000000 add speaker id indexes 2026-05-06 17:27:34 True 80e8e0cf144ee620c81b3796196ca22b8e34f9c152ca2ffe8f ... 398709\n20260429000000 add evicted at to chunks 2026-05-06 17:27:34 True 180b1d44305df17620929a69ecce60fa3ce0148905adf19ff7 ... 963833\n20260502000000 add elements on screen 2026-05-06 17:27:34 True 2cf51a077a75ef32e4e1d722092053ce919bdeee151d3d91fb ... 644500\n20260504120000 add document path column 2026-05-06 17:27:34 True d84f7127e1647984eeb1f89e8dffd0918525f128e4608d323f ... 593042\n20260506120000 add memories sync columns 2026-05-07 06:45:22 True 800beaaa228c7fbd88fe367dc5b357adb72a3a0635da5a30f4 ... 1777417\n20260501000000 add redacted columns 2026-05-08 06:25:45 True 2a4cd6714a2322ccf8f2af6084af5a05e40f460c44c1aaf874 ... 795120667\n20260503000000 add frames image redacted 2026-05-08 06:25:45 True . It worked up to the point where I attemtped to remove it and install again since the retention policy doesn't clear old data and it was to big. I am basically moving data to nas and query it form there. mac is for capture only or lets say one week query using claude code. THe main consumer and interface is on nas. How to make it work so new changes won't messup my setup. Seems like I removed the whole folder it was working find runnign with @letest even I may be wrong.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"10 May","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Looking at this carefully, the error tells the whole story:","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Looking at this carefully, the error tells the whole story:","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Pinpointing schema mismatches from recent PII redaction migrations","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Pinpointing schema mismatches from recent PII redaction migrations","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Looking at this carefully, the error tells the whole story:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"table nas.frames has 24 columns but 30 values were supplied","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Your source DB got 6 new columns from recent migrations, but the NAS archive was created earlier with the old schema.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CREATE TABLE IF NOT EXISTS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is a no-op when the table exists, so the NAS schema is frozen at whatever it was when first created. Then","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"INSERT ... SELECT *","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"does positional mapping, which blows up the moment column counts diverge.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me verify the recent screenpipe changes and then fix this properly.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Diagnosed schema drift, architected resilient migration strategy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Diagnosed schema drift, architected resilient migration strategy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"What's happening","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"What's happening","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The error is schema drift, not a screenpipe bug. Your source DB grew 6 columns from these migrations (most landed late April / early May with the PII work):","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"20260429000000 add evicted at to chunks","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"→","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"video_chunks.evicted_at","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"20260502000000 add elements on screen","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"→","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"elements.on_screen","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"20260504120000 add document path column","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"→","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"frames.document_path","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"20260501000000 add redacted columns","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"→ redacted columns on frames/ocr_text/elements (this is the big one — accompanies the new","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"screenpipe/pii-redactor","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"model)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"20260503000000 add frames image redacted","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"→","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"frames.image_redacted_path","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"20260506120000 add memories sync columns","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"→ memories table","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Your NAS","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"archive.db","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"was created before these landed.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CREATE TABLE IF NOT EXISTS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is a no-op on existing tables, so the NAS schema froze. 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Without enabling, the columns just stay NULL.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Over-redacts on short strings","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":": ~8% on accessibility/window titles, ~16% on long-form. Bulgarian names + Slovak surnames in your genealogy notes will likely trigger false positives. Keep the unredacted","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"text","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"column for cases where you need ground truth.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Model license is CC BY-NC 4.0","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— non-commercial only, so not suitable for anything Jiminny-business related; fine for personal use.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Practical pattern: query","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"text_redacted","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"by default, fall back to","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"text","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"only when you explicitly need the raw value.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"video_chunks.evicted_at — minor diagnostic value","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"video_chunks.evicted_at","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— minor diagnostic value","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"When the local retention policy prunes a chunk, this stamps the time. Given your 7-day retention + nightly sync to NAS, you could add a preflight check that warns if a chunk got evicted before its frames were synced (would mean you have frame metadata pointing to deleted video). Realistically your nightly sync at 3am is well inside the 7-day window, so this is more \"nice diagnostic\" than \"must-use\".","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Skip these","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Skip these","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"frames.cloud_blob_id","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"memories sync columns","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— for the optional E2EE cloud sync feature. You self-host, you don't need them. Stays NULL.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"If you want, I can draft a small SQL migration for the NAS-side indexes (","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"document_path","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on_screen","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":") and a tweaked version of your daily-activity-summary Claude Code prompt that uses","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"document_path","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"for grouping. Both are short.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give positive feedback","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give negative feedback","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"You said: yes do it.","depth":20,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"You said: yes do it.","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"yes do it. I want frames.document_path and elements.on_screen. Do I need to add it to the script as well (if running for the first time on new machine). But for archive.db on nas I need to add it now. Also what would be the effect on older data if don't have data there?","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"10 May","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Architected migration strategy, index optimization, and data continuity implications","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Architected migration strategy, index optimization, and data continuity implications","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt. Plus a clean answer on the older-data question.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"What happens to older data","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"What happens to older data","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Both columns will be","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"NULL","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"for every row that's already in the archive. Screenpipe only started populating them on the migration dates (","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"document_path","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"from May 4,","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on_screen","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"from May 2 in source — for your archive, from whenever you first sync data captured after those dates).","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Practical implications:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"WHERE document_path = 'foo'","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— silently skips all old rows. Same for","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"WHERE document_path IS NOT NULL","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"WHERE on_screen = 1","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— silently skips all old element rows (NULL is neither 1 nor 0).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"WHERE on_screen = 0","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— also skips them (NULL ≠ 0).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"So queries using these columns are implicitly forward-looking.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"No backfill is possible","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— screenpipe didn't capture this signal at the time, the data simply doesn't exist for those moments. If you need a hybrid query (use","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"document_path","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"when present, fall back to","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"window_name","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"for older data), use","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"COALESCE(document_path, window_name)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"or an explicit branching CASE.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The partial indexes (with","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"WHERE ... IS NOT NULL","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":") handle this elegantly — they ignore old rows entirely, so they stay small and only grow with new data.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Run this now against the NAS archive","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Run this now against the NAS archive","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two partial indexes — they index only the rows that actually have data, so they're effectively instant on your 10G archive (currently zero qualifying rows):","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-7825827380390288695
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5057506344948106258
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visual_change
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accessibility
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NULL
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Claude finished the response
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
Pasted Text, pasted, 353 lines
#!/bin/bash # screenpipe_sync.sh # Syncs Screenpipe SQLite data to a NAS archive database (append-only, no deletions). # Also copies the day's video/frame data folder to the NAS. # # Usage: # ./screenpipe_sync.sh # syncs yesterday (default) # ./screenpipe_sync.sh 2026-04-15 # sync
PASTED
after recent updated in screenpipe (find out what are these) I am unable to run script. (pasted) "lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-10 11:50:45] ========================================
[2026-05-10 11:50:45] Screenpipe sync starting for: 2026-05-07
[2026-05-10 11:50:45] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (2.2G)
NAS mount: OK /Volumes/screenpipe
Archive DB: exists ( 10G)
Data dir: OK (266 files, 292M)
[+00m05s] ▶ Counting source rows for 2026-05-07
frames: 6262
elements: 623002
ui_events: 7412
ocr_text: 1670
meetings: 2
[+00m05s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m06s] ▶ Syncing data for 2026-05-07
video_chunks ✓ 0m01s
frames (6262 rows) ⠋ Parse error near line 3: table nas.frames has 24 columns but 30 values were supplied" There were some recent changes in migrations. Here are migrations form the begining of march (approx after I installed irt first time) 20260301000000 create elements table 2026-05-06 17:27:34 True 736637f38c6e0b5547f23c870ebbc3e87ef2d8d33b22ce73f7 ... 1302167
20260301100000 fts external content 2026-05-06 17:27:34 True 44ca0e5fc3b23c19aa09d7ac3fea48de604032d5feced2615c ... 2102875
20260301200000 drop ui monitoring 2026-05-06 17:27:34 True 9ab8a4d8c0d602b491ef1a6ff36076fd7b7c12c05848201682 ... 620375
20260306000000 delete empty transcriptions 2026-05-06 17:27:34 True 5f991a21d663157a2bce5cb9f0729f02181eef817aaef5a0b8 ... 166792
20260309000000 add cloud blob id 2026-05-06 17:27:34 True e1588e32884ec5660d11bbaa995d767fb2172bb9732ad22319 ... 1450542
20260310000000 create memories 2026-05-06 17:27:34 True 4fd07e878de1dd5b8d184e7bca9ee4e6b2480bbf39e5a68ff7 ... 1135416
20260311000000 drop unused tables 2026-05-06 17:27:34 True 3d9eb9d327a61c4055b31e22082cd045e00bd7a875cbdee86b ... 547625
20260312000000 consolidate search to frames full text 2026-05-06 17:27:34 True 5a7a31a359e9e93978d46ab4759fc8cd43898c0fd325d001b7 ... 3038250
20260312000001 drop dead fts tables 2026-05-06 17:27:34 True dd8264b96b4427f40b06ac60b813b77b6d055b24dd727212c5 ... 297250
20260312000002 drop accessibility tags 2026-05-06 17:27:34 True 672b2661f7e0fc8026f2eb6cc5d24935a15db4ed4982aeb973 ... 260167
20260315000000 add frame id to memories 2026-05-06 17:27:34 True f324ec7981134e647b6497126a2b6a7467e94d271d140d0d25 ... 642250
20260316000000 add elements activity summary index 2026-05-06 17:27:34 True 5b3f99a0d58fc73d62f240319d0718963364fdee1e3a7c4866 ... 265834
20260317000000 add elements automation props 2026-05-06 17:27:34 True 4bd132d263de143c7bb0dcf2e3b8074606c58c0f79e6091d13 ... 537750
20260318000000 add elements ref frame id 2026-05-06 17:27:34 True 33282b2c342e4743f096d1e3093146e243d97f392fe4df2cb5 ... 525250
20260319000000 add sync id indexes 2026-05-06 17:27:34 True 22c7a18c918cfcc458f05fdbfe2a0b2bb65a67ae9daeec6028 ... 407083
20260320000000 add note to meetings 2026-05-06 17:27:34 True cfa45b4c98e300c40cd36942839aa20528f47ae3e7b9c86751 ... 519625
20260324000000 drop ocr text delete trigger 2026-05-06 17:27:34 True 99f445308168fc88f993c43f8e884cc4dc7e41411c86b4d3e7 ... 182209
20260326000000 add session path to pipe executions 2026-05-06 17:27:34 True 5aa266dfcd7b741a18dd3ffb6b0ca3caf2e569959074cbc3ff ... 549583
20260411000000 add elements ref frame id index 2026-05-06 17:27:34 True 378589322920e74980ea48c6b44c916cd488e47a8f6172161e ... 232083
20260415000000 frames fts external content 2026-05-06 17:27:34 True 3fdac70da2fd44bca3c3717768b57c4cbee743451b73f13de9 ... 1259250
20260423000000 add speaker id indexes 2026-05-06 17:27:34 True 80e8e0cf144ee620c81b3796196ca22b8e34f9c152ca2ffe8f ... 398709
20260429000000 add evicted at to chunks 2026-05-06 17:27:34 True 180b1d44305df17620929a69ecce60fa3ce0148905adf19ff7 ... 963833
20260502000000 add elements on screen 2026-05-06 17:27:34 True 2cf51a077a75ef32e4e1d722092053ce919bdeee151d3d91fb ... 644500
20260504120000 add document path column 2026-05-06 17:27:34 True d84f7127e1647984eeb1f89e8dffd0918525f128e4608d323f ... 593042
20260506120000 add memories sync columns 2026-05-07 06:45:22 True 800beaaa228c7fbd88fe367dc5b357adb72a3a0635da5a30f4 ... 1777417
20260501000000 add redacted columns 2026-05-08 06:25:45 True 2a4cd6714a2322ccf8f2af6084af5a05e40f460c44c1aaf874 ... 795120667
20260503000000 add frames image redacted 2026-05-08 06:25:45 True . It worked up to the point where I attemtped to remove it and install again since the retention policy doesn't clear old data and it was to big. I am basically moving data to nas and query it form there. mac is for capture only or lets say one week query using claude code. THe main consumer and interface is on nas. How to make it work so new changes won't messup my setup. Seems like I removed the whole folder it was working find runnign with @letest even I may be wrong.
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10 May
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Claude responded: Looking at this carefully, the error tells the whole story:
Claude responded: Looking at this carefully, the error tells the whole story:
Pinpointing schema mismatches from recent PII redaction migrations
Pinpointing schema mismatches from recent PII redaction migrations
Looking at this carefully, the error tells the whole story:
Copy to clipboard
table nas.frames has 24 columns but 30 values were supplied
Your source DB got 6 new columns from recent migrations, but the NAS archive was created earlier with the old schema.
CREATE TABLE IF NOT EXISTS
is a no-op when the table exists, so the NAS schema is frozen at whatever it was when first created. Then
INSERT ... SELECT *
does positional mapping, which blows up the moment column counts diverge.
Let me verify the recent screenpipe changes and then fix this properly.
Diagnosed schema drift, architected resilient migration strategy
Diagnosed schema drift, architected resilient migration strategy
What's happening
What's happening
The error is schema drift, not a screenpipe bug. Your source DB grew 6 columns from these migrations (most landed late April / early May with the PII work):
20260429000000 add evicted at to chunks
→
video_chunks.evicted_at
20260502000000 add elements on screen
→
elements.on_screen
20260504120000 add document path column
→
frames.document_path
20260501000000 add redacted columns
→ redacted columns on frames/ocr_text/elements (this is the big one — accompanies the new
screenpipe/pii-redactor
model)
20260503000000 add frames image redacted
→
frames.image_redacted_path
20260506120000 add memories sync columns
→ memories table
Your NAS
archive.db
was created before these landed.
CREATE TABLE IF NOT EXISTS
is a no-op on existing tables, so the NAS schema froze. Then
INSERT INTO nas.frames SELECT * FROM main.frames
does
positional
mapping → 30 source values into a 24-column NAS table → parse error.
You weren't wrong about
npx screenpipe@latest
working: removing the folder gave you a fresh local DB with the new schema, and querying still works because everything is on one schema. The mismatch only surfaces when you try to merge old + new schemas via the sync.
The fix
The fix
Two changes make this future-proof:
ensure_columns
— before each insert, diff source vs NAS columns and run
ALTER TABLE ADD COLUMN
for any new ones. SQLite handles this as a metadata-only op, so it's instant even on your 10G archive.
Explicit column lists in INSERT
— never
SELECT *
again. Build the column list dynamically from
PRAGMA table_info(<table>)
and use
INSERT INTO t (cols) SELECT cols FROM ...
. Now positional drift is structurally impossible.
Bonus: dropped columns in future migrations will also be handled gracefully — the archive keeps the column with NULLs for new rows, no errors.
Let me write the updated script.
Created a file, ran a command, read a file
Created a file, ran a command, read a file
What changed in the script
What changed in the script
Three additions, everything else preserved:
Schema helpers
(
table_columns_with_types
,
table_columns
,
table_exists
,
ensure_columns
,
build_col_list
) — pure bash + sqlite3 PRAGMA, no extra deps.
New "Reconciling NAS schema with source" step
— runs after
CREATE TABLE IF NOT EXISTS
, before indexes/FTS/inserts. For each table in
SYNC_TABLES
, it diffs source columns against NAS and
ALTER TABLE ADD COLUMN
s the missing ones. Output looks like:
Copy to clipboard
schema: frames ✓ added 4: cloud_blob_id document_path image_redacted_path text_redacted
schema: elements ✓ added 2: on_screen text_redacted
schema: video_chunks ✓ added 1: evicted_at
Explicit column lists in every INSERT
—
FRAMES_COLS=$(build_col_list frames)
builds
"id","timestamp","app_name",...
from source
PRAGMA table_info
, and the inserts use
INSERT INTO nas.t (cols) SELECT cols FROM main.t
. No more positional mapping. Column names are double-quoted so any future hyphens or reserved-word columns won't break parsing.
What to expect on the next run
What to expect on the next run
First run after dropping it in: the "Reconciling NAS schema with source" step will print the missing columns it adds to your existing 10G archive (4 on
frames
, plus a few on
elements
/
video_chunks
/
ocr_text
). Each
ALTER TABLE ADD COLUMN
is a metadata-only op in SQLite — no table rewrite, no VACUUM needed, total cost should be sub-second even on the 10G file. Then 2026-05-07 will sync normally.
After that, when Screenpipe ships the next migration, your sync just picks up the new columns automatically. No more breakage.
One thing worth knowing
One thing worth knowing
If Screenpipe ever
drops
a column in source (rare but possible — they did
drop ui monitoring
and
drop dead fts tables
earlier), the NAS will still have it, and
build_col_list
(sourced from
main
) won't reference it. New rows will have NULL for the orphaned column, old rows keep their data. That's the right archival behavior — but if you ever want to actually drop those orphan columns from NAS, that's a manual
ALTER TABLE ... DROP COLUMN
which SQLite has supported since 3.35 (your macOS Tahoe ships 3.43+, and your NAS Docker SQLite is fine).
View Screenpipe sync
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You said: ok but given the changes introduced is there something I may actually use
You said: ok but given the changes introduced is there something I may actually use
ok but given the changes introduced is there something I may actually use
10 May
Retry
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Claude responded: Good question.
Claude responded: Good question.
Cataloging PII redactor capabilities and security categories
Cataloging PII redactor capabilities and security categories
Good question. Let me look at what these new columns actually do and which ones map to your setup, since not all of them are equal value for you.
Evaluated four practical database columns for his specific workflow needs
Evaluated four practical database columns for his specific workflow needs
Yeah, three of them are genuinely useful for your setup. The rest are cloud-sync plumbing you can ignore.
frames.document_path — most useful for you
frames.document_path
— most useful for you
Captures the path of the document/file open at frame time. This is a meaningful upgrade over relying on
app_name
+
window_name
for IDE work.
Concrete uses given your stack:
Daily activity summary
: instead of "spent 2h in PhpStorm", you can group by
document_path
and get "spent 2h in
app/Http/Controllers/ReportsController.php
" — directly tied to the JY-20458 work.
Ticket correlation
: branch names contain ticket IDs in PhpStorm window titles, but file paths are cleaner. Query
WHERE document_path LIKE '%/reports/%'
to slice by feature area.
Replaces some of the
LIKE '%JY-%'
fishing
: your hyphenated-token issue with FTS5 mostly comes up in OCR text. For "what was I working on",
document_path
skips OCR entirely.
Worth adding an index on the NAS:
Copy to clipboard
sql
CREATE
INDEX
IF
NOT
EXISTS
idx_frames_document_path
ON
frames
(
document_path
)
WHERE
document_path
IS
NOT
NULL
;
elements.on_screen — directly useful for the meeting detector
elements.on_screen
— directly useful for the meeting detector
This is a boolean for whether the element was actually visible (vs. in the accessibility tree but scrolled off / occluded / behind a collapsed panel).
For your
meeting-detector
pipeline:
Zoom's accessibility tree exposes
everyone
on the call, including names in collapsed roster panels. Adding
WHERE on_screen = 1
cuts the participant detector down to people whose name tile was actually rendered — much closer to "who was visible during this segment".
For daily summaries: weights time-on-element by visibility, so reading vs. having-a-tab-open look different.
Cheap to add, big signal-to-noise win.
PII redaction columns (text_redacted etc.) — useful but with caveats
PII redaction columns (
text_redacted
etc.) — useful but with caveats
The model behind these is
screenpipe/pii-redactor
, fine-tuned for accessibility trees, OCR'd screen text, and computer-use traces. Detects 12 categories including a
secret
class that catches passwords, API keys, JWTs, DB connection strings, and PRIVATE-KEY markers — exactly the stuff that leaks into your captures during Laravel/Salesforce/HubSpot dev work.
For your setup, this maps well because:
The NAS archive is the consumer, queried by Claude Code agentically. Pointing those queries at
text_redacted
rather than
text
reduces the blast radius if a prompt or tool result ends up somewhere unexpected.
Your Mac captures Jiminny customer data on every call. Redacted text is safer for archival queries that don't need exact content (which is most of them).
Caveats worth knowing before flipping it on:
Probably opt-in.
Migrations only added the columns; redaction itself almost certainly needs a flag (worth checking
screenpipe record --help
for something like
--enable-pii-redaction
). Without enabling, the columns just stay NULL.
Over-redacts on short strings
: ~8% on accessibility/window titles, ~16% on long-form. Bulgarian names + Slovak surnames in your genealogy notes will likely trigger false positives. Keep the unredacted
text
column for cases where you need ground truth.
Model license is CC BY-NC 4.0
— non-commercial only, so not suitable for anything Jiminny-business related; fine for personal use.
Practical pattern: query
text_redacted
by default, fall back to
text
only when you explicitly need the raw value.
video_chunks.evicted_at — minor diagnostic value
video_chunks.evicted_at
— minor diagnostic value
When the local retention policy prunes a chunk, this stamps the time. Given your 7-day retention + nightly sync to NAS, you could add a preflight check that warns if a chunk got evicted before its frames were synced (would mean you have frame metadata pointing to deleted video). Realistically your nightly sync at 3am is well inside the 7-day window, so this is more "nice diagnostic" than "must-use".
Skip these
Skip these
frames.cloud_blob_id
,
memories sync columns
— for the optional E2EE cloud sync feature. You self-host, you don't need them. Stays NULL.
If you want, I can draft a small SQL migration for the NAS-side indexes (
document_path
,
on_screen
) and a tweaked version of your daily-activity-summary Claude Code prompt that uses
document_path
for grouping. Both are short.
Copy
Give positive feedback
Give negative feedback
Retry
You said: yes do it.
You said: yes do it.
yes do it. I want frames.document_path and elements.on_screen. Do I need to add it to the script as well (if running for the first time on new machine). But for archive.db on nas I need to add it now. Also what would be the effect on older data if don't have data there?
10 May
Retry
Edit
Copy
Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Architected migration strategy, index optimization, and data continuity implications
Architected migration strategy, index optimization, and data continuity implications
Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt. Plus a clean answer on the older-data question.
What happens to older data
What happens to older data
Both columns will be
NULL
for every row that's already in the archive. Screenpipe only started populating them on the migration dates (
document_path
from May 4,
on_screen
from May 2 in source — for your archive, from whenever you first sync data captured after those dates).
Practical implications:
WHERE document_path = 'foo'
— silently skips all old rows. Same for
WHERE document_path IS NOT NULL
.
WHERE on_screen = 1
— silently skips all old element rows (NULL is neither 1 nor 0).
WHERE on_screen = 0
— also skips them (NULL ≠ 0).
So queries using these columns are implicitly forward-looking.
No backfill is possible
— screenpipe didn't capture this signal at the time, the data simply doesn't exist for those moments. If you need a hybrid query (use
document_path
when present, fall back to
window_name
for older data), use
COALESCE(document_path, window_name)
or an explicit branching CASE.
The partial indexes (with
WHERE ... IS NOT NULL
) handle this elegantly — they ignore old rows entirely, so they stay small and only grow with new data.
Run this now against the NAS archive
Run this now against the NAS archive
Two partial indexes — they index only the rows that actually have data, so they're effectively instant on your 10G archive (currently zero qualifying rows):
Copy to clipboard...
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Orange
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Yellow
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Today at 20:15
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New Tab
New Tab
Screenpipe — Archive
Screenpipe — New Tab
New Tab
Screenpipe — Archive
Screenpipe — Archive
All docs · AFFiNE
All docs · AFFiNE
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
New Tab
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Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Close tab
New Tab
Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
sqlite-web 0.7.2
sqlite-web 0.7.2
db.sqlite
db.sqlite
audio_tags
0 rows, showing page 1
Query
Query
table name...
_sqlx_migrations
_sqlx_migrations
audio_chunks
audio_chunks
audio_tags
audio_tags
audio_transcriptions
audio_transcriptions
audio_transcriptions_fts (v)
audio_transcriptions_fts
(v)
audio_transcriptions_......
|
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_sqlx_migrations
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audio_transcriptions
audio_transcriptions
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