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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
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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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Login – Nginx Proxy Manager
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
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2026-05-08T17:21:33.363348+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778260893363_m2.jpg...
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Code
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1. Message that arrives … — payments-logger [SSH: 1. Message that arrives … — payments-logger [SSH: nas]...
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True
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NULL
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monitor_2
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NULL
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
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Remote Explorer
Extensions (⇧⌘X)
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: payments-logger [SSH: nas]
Explorer Section: payments-logger [SSH: nas]
PAYMENTS-LOGGER [SSH: NAS]
.claude
backend
prisma
migrations
schema.prisma
src
routes
auth.js
index.js
parser.js
.dockerignore
Dockerfile
package.json
frontend
.env
.env.example
.gitignore
API.md
docker-compose.yml
README.md
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
README.md, Editor Group 1
index.js, preview, Editor Group 1
index.js, preview, Editor Group 1
1. Message that arrives …, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Signed out
Signed out
Screen Reader Optimized
Info: Setting up SSH Host nas: Setting up SSH tunnel
Yes
No
Learn More
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(⇧⌘U)","depth":22,"bounds":{"left":0.14594415,"top":0.64644855,"width":0.023603724,"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":"OUTPUT","depth":24,"bounds":{"left":0.14993352,"top":0.6552275,"width":0.015625,"height":0.0103751},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Debug Console (⇧⌘Y)","depth":22,"bounds":{"left":0.16921543,"top":0.64644855,"width":0.039893616,"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":"DEBUG CONSOLE","depth":24,"bounds":{"left":0.1732048,"top":0.6552275,"width":0.031914894,"height":0.0103751},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Terminal (⌃`)","depth":22,"bounds":{"left":0.2087766,"top":0.64644855,"width":0.026595745,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":true,"is_expanded":true},{"role":"AXStaticText","text":"TERMINAL","depth":24,"bounds":{"left":0.21276596,"top":0.6552275,"width":0.01861702,"height":0.0103751},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.2130984,"top":0.6560255,"width":0.0023271276,"height":0.0103751}},{"char_start":1,"char_count":7,"bounds":{"left":0.21542554,"top":0.6560255,"width":0.016289894,"height":0.0103751}}],"role_description":"text"},{"role":"AXRadioButton","text":"Ports","depth":22,"bounds":{"left":0.23537233,"top":0.64644855,"width":0.020279255,"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":"PORTS","depth":24,"bounds":{"left":0.2393617,"top":0.6552275,"width":0.012300532,"height":0.0103751},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"remote SSH: nas","depth":16,"bounds":{"left":0.0006648936,"top":0.98244214,"width":0.028590426,"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":0.0033244682,"top":0.9848364,"width":0.005319149,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"SSH: nas","depth":17,"bounds":{"left":0.008643617,"top":0.9856345,"width":0.017952127,"height":0.011173184},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.008643617,"top":0.9856345,"width":0.0013297872,"height":0.011173184}},{"char_start":1,"char_count":7,"bounds":{"left":0.009973404,"top":0.9856345,"width":0.01462766,"height":0.011173184}}],"role_description":"text"},{"role":"AXButton","text":"No 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":"Signed out","depth":16,"bounds":{"left":0.9567819,"top":0.98244214,"width":0.031914894,"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":0.9594415,"top":0.9848364,"width":0.005319149,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Signed out","depth":17,"bounds":{"left":0.96476066,"top":0.9856345,"width":0.021276595,"height":0.011173184},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.96476066,"top":0.9856345,"width":0.0013297872,"height":0.011173184}},{"char_start":1,"char_count":9,"bounds":{"left":0.96575797,"top":0.9856345,"width":0.018949468,"height":0.011173184}}],"role_description":"text"},{"role":"AXButton","text":"Screen Reader Optimized","depth":16,"bounds":{"left":0.90359044,"top":0.98244214,"width":0.05319149,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Yes","depth":15,"bounds":{"left":0.9361702,"top":0.94413406,"width":0.012965426,"height":0.0207502},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"No","depth":15,"bounds":{"left":0.95212764,"top":0.94413406,"width":0.011635638,"height":0.0207502},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Learn More","depth":15,"bounds":{"left":0.96675533,"top":0.94413406,"width":0.027260639,"height":0.0207502},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":16,"bounds":{"left":0.8507314,"top":0.88347965,"width":0.005984043,"height":0.014365523},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Screen reader usage detected. Do you want to enable editor.accessibilitySupport to optimize the editor for screen reader usage?","depth":16,"bounds":{"left":0.8580452,"top":0.88427776,"width":0.11968085,"height":0.04708699},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.8580452,"top":0.8850758,"width":0.0026595744,"height":0.011971269}},{"char_start":1,"char_count":126,"bounds":{"left":0.8580452,"top":0.8850758,"width":0.11968085,"height":0.04708699}}],"role_description":"text"}]...
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visual_change
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accessibility
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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)
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: payments-logger [SSH: nas]
Explorer Section: payments-logger [SSH: nas]
PAYMENTS-LOGGER [SSH: NAS]
.claude
backend
prisma
migrations
schema.prisma
src
routes
auth.js
index.js
parser.js
.dockerignore
Dockerfile
package.json
frontend
.env
.env.example
.gitignore
API.md
docker-compose.yml
README.md
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
README.md, Editor Group 1
index.js, preview, Editor Group 1
index.js, preview, Editor Group 1
1. Message that arrives …, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
Output (⇧⌘U)
OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
Terminal (⌃`)
TERMINAL
Ports
PORTS
remote SSH: nas
SSH: nas
No Problems
0
0
No Ports Forwarded
0
Notifications
Signed out
Signed out
Screen Reader Optimized
Info: Setting up SSH Host nas: Setting up SSH tunnel
Yes
No
Learn More
Screen reader usage detected. Do you want to enable editor.accessibilitySupport to optimize the editor for screen reader usage?...
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iTerm2
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NULL
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True
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monitor_1
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BitwardenFileDOCKER-rw-r--r--1lukasdrwxr-xr-x8luka BitwardenFileDOCKER-rw-r--r--1lukasdrwxr-xr-x8lukas-rw-r--r--lukas-rw-r--r--lukas-rw-r--r--1lukas-rwxr-xr-xlukas-Гw-r--r--1lukaslukas@Lukas-Kovaliks-Mazsh: commandnot found:lukas@Lukas-Kovaliks-Ma[2026-05-08 11:13:29J[2026-05-0811:13:29][2026-05-0811:13:29][+00m00s]Preflight cSource DB:[2026-05-08 11:13:29]lukas@Lukas-Kovaliks-Ma[2026-05-0811:13:52][2026-05-0811:13:52][2026-05-08 11:13:52][+00m00s] • Preflight cSource DB:NAS mount:Archive DB:Data dir:[+00m01s]• Counting soframes:elements:ui_events:ocr_text:meetings:[+00m02s]• Initialisincreating tablcreating indecreating FTS[+00m02s] • Syncing datvideo_chunksframes (6262lukas@Lukas-Kovaliks-MaAdm1n@DXP4800PLUS-B5F8:EditViewAccountWindowHelpv ALL VAULTSMy vaultExportedAll itemsFavouritesBinTYPESLoginCardIdentitySecure noteP SSH keyFOLDERS2FACSV Import 28.01.22LastPass Import 1.11.21NAS UsersSalesloftStarter KitNo folderCOLLECTIONSPersonal collectionMy vaultSendMQ nginnginx proxy manager [EMAIL] proxy [EMAIL] Proxy [EMAIL] Test [EMAIL]@jiminny.comVue [EMAIL]++‹ $0lalLK100% <[EMAIL] 8 May 20:22:24ssh181ITEM INFORMATIONNamenginx proxy [EMAIL].......•Website100.111.191.102:81Updated: 1 Mar 2026, 12:40:24Created: 12 Jul 2025, 17:42:08Password history:1...
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BitwardenFileDOCKER-rw-r--r--1lukasdrwxr-xr-x8luka BitwardenFileDOCKER-rw-r--r--1lukasdrwxr-xr-x8lukas-rw-r--r--lukas-rw-r--r--lukas-rw-r--r--1lukas-rwxr-xr-xlukas-Гw-r--r--1lukaslukas@Lukas-Kovaliks-Mazsh: commandnot found:lukas@Lukas-Kovaliks-Ma[2026-05-08 11:13:29J[2026-05-0811:13:29][2026-05-0811:13:29][+00m00s]Preflight cSource DB:[2026-05-08 11:13:29]lukas@Lukas-Kovaliks-Ma[2026-05-0811:13:52][2026-05-0811:13:52][2026-05-08 11:13:52][+00m00s] • Preflight cSource DB:NAS mount:Archive DB:Data dir:[+00m01s]• Counting soframes:elements:ui_events:ocr_text:meetings:[+00m02s]• Initialisincreating tablcreating indecreating FTS[+00m02s] • Syncing datvideo_chunksframes (6262lukas@Lukas-Kovaliks-MaAdm1n@DXP4800PLUS-B5F8:EditViewAccountWindowHelpv ALL VAULTSMy vaultExportedAll itemsFavouritesBinTYPESLoginCardIdentitySecure noteP SSH keyFOLDERS2FACSV Import 28.01.22LastPass Import 1.11.21NAS UsersSalesloftStarter KitNo folderCOLLECTIONSPersonal collectionMy vaultSendMQ nginnginx proxy manager [EMAIL] proxy [EMAIL] Proxy [EMAIL] Test [EMAIL]@jiminny.comVue [EMAIL]++‹ $0lalLK100% <[EMAIL] 8 May 20:22:24ssh181ITEM INFORMATIONNamenginx proxy [EMAIL].......•Website100.111.191.102:81Updated: 1 Mar 2026, 12:40:24Created: 12 Jul 2025, 17:42:08Password history:1...
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CodeselectionViewlerminalWindowmelpdocker SSH: nas CodeselectionViewlerminalWindowmelpdocker SSH: nasEXPLORERV DOCKER [SSH: NAS]> adguard> ai-stackapp-dbapprlowy> audiobookshelfauth> beszelbitwarden• dawarichdsk-uploadertlask-appgarmin-connectorgiteahealth• health-trackerhomari> hstimmich> jellyfinht• kavital>libreoffice> linkwarden> location-logger› meeting-detectormindfulmama) nQn> notifier-appnomoauth> obsidian> ollama> open-webuiopenvon-clientClaude Code XUntitledreview+0PROBLEMSOUTPUTaeollewanealeTERMINAL•Adm1nadxP4800PLUS-B5F8:/volume2/dockersclaude•backenditrontend• .env&: env eyamnle• gitignore1 Api.modocker-compose.ymlA PSADMS mdOUTLINE1 TIMELINESSH: nas f& main* ©DOAO (O•1|C*Claude CodeReady to code?Let's write something worth deploying.Prefer the Terminal experience? Switch back in Settings. X‹> Edit automaticaly100% C48Fri8 May 20:28:0608000*m@...@bash +.M @ ... |i: x8 SignIn@...
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CodeselectionViewlerminalWindowmelpdocker SSH: nas CodeselectionViewlerminalWindowmelpdocker SSH: nasEXPLORERV DOCKER [SSH: NAS]> adguard> ai-stackapp-dbapprlowy> audiobookshelfauth> beszelbitwarden• dawarichdsk-uploadertlask-appgarmin-connectorgiteahealth• health-trackerhomari> hstimmich> jellyfinht• kavital>libreoffice> linkwarden> location-logger› meeting-detectormindfulmama) nQn> notifier-appnomoauth> obsidian> ollama> open-webuiopenvon-clientClaude Code XUntitledreview+0PROBLEMSOUTPUTaeollewanealeTERMINAL•Adm1nadxP4800PLUS-B5F8:/volume2/dockersclaude•backenditrontend• .env&: env eyamnle• gitignore1 Api.modocker-compose.ymlA PSADMS mdOUTLINE1 TIMELINESSH: nas f& main* ©DOAO (O•1|C*Claude CodeReady to code?Let's write something worth deploying.Prefer the Terminal experience? Switch back in Settings. X‹> Edit automaticaly100% C48Fri8 May 20:28:0608000*m@...@bash +.M @ ... |i: x8 SignIn@...
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Review payment logger au… — docker [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 55 pending changes
55
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
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
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
backend
frontend
.env
.env.example
.gitignore
API.md
docker-compose.yml
README.md
personal-log
personal-log-system
player
portainer
portnotedb
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
remote SSH: nas
SSH: nas
location-logger (Git)
location-logger
location-logger (Git) - main*, Checkout Branch/Tag...
main*
location-logger (Git) - Synchronize Changes
No Problems
0
0
No Ports Forwarded
0
Notifications
Sign In
Sign In
collapsed
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
Copy code to clipboard
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/
Copy code to clipboard
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
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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
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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
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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
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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
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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
Update frontend/vite.config.js (remove /.well-known proxy)
Update docker-compose.yml (remove Hydra vars/network, add JWT_SECRET)
Update .env and .env.example
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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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":"collapsed","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Clear","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Review payment logger authorization implementation","depth":19,"bounds":{"left":0.56017286,"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":"AXStaticText","text":"review payment_logger project how toes authorization work","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 payment_logger project structure first.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Find payment_logger project 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 -type f -name \"*.py\" -o -name \"*.yml\" -o -name \"*.yaml\" -o -name \"*.env\" -o -name \"*.toml\" -o -name \"*.cfg\" | grep -i payment | 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":"bfs: error: /volume2/docker/portnotedb/pg_commit_ts: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_dynshmem: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_notify: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_serial: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_snapshots: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_subtrans: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_twophase: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_multixact: Permission denied.\nbfs: error: /volume2/docker/portnotedb/base: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_replslot: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_tblspc: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_stat: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_stat_tmp: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_xact: Permission denied.\nbfs: error: /volume2/docker/portnotedb/pg_logical: Permission denied.\nbfs: error: /volume2/docker/openttd/.dbus: Permission denied.\nbfs: error: /volume2/docker/immich/db: Permission denied.\nbfs: error: /volume2/docker/paperlessngx/db: Permission denied.\nbfs: error: /volume2/docker/appflowy/postgres: Permission denied.\nbfs: error: /volume2/docker/auth/db: Permission denied.\nbfs: error: /volume2/docker/openttd/.XDG/dbus-1: Permission denied.\nbfs: error: /volume2/docker/openttd/.config/pulse: Permission denied.\nbfs: error: /volume2/docker/openttd/.cache/openbox/sessions: Permission denied.\n/volume2/docker/payments-logger/.env\n/volume2/docker/payments-logger/docker-compose.yml\n/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List docker directory contents","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ls /volume2/docker/","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":"adguard\nai-stack\napp-db\nappflowy\naudiobookshelf\nauth\nbeszel\nbitwarden\ndawarich\ndsk-uploader\nflask-app\ngarmin-connector\ngitea\nhealth\nhealth-tracker\nhomarr\nhst\nimmich\njellyfinht\nkavita\nlibreoffice\nlinkwarden\nlocation-logger\nmariadb\nmeeting-detector\nmindfulmama\nn8n\nnotifier-app\nnpm\noauth\nobsidian\nollama\nopenttd\nopenvpn-client\nopen-webui\norchestrator\noutfit-app\nowntracks-stack\npaperlessngx\npayments-logger\npersonal-log\npersonal-log-system\nplayer\nportainer\nportnotedb\nreminders-app\nromm\nsecond-brain\nstatic\nstirling\nsyncthing\ntailscale\ntemp-logger\ntest-app\ntmp\ntorrent-stack\ntree\ntrilium\ntubearchivist\ntwenty\nuptimekuma\nytptube","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment_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 payments-logger project at /volume2/docker/payments-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)\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,"bounds":{"left":0.9900266,"top":0.11173184,"width":0.0066489363,"height":0.015961692},"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,"bounds":{"left":0.5671542,"top":0.12529927,"width":0.25930852,"height":0.011971269},"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","tex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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,"bounds":{"left":0.57480055,"top":0.10853951,"width":0.069148935,"height":0.009577015},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"bounds":{"left":0.57480055,"top":0.13647246,"width":0.029920213,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Add bcryptjs to backend package.json","depth":26,"bounds":{"left":0.5831117,"top":0.15802075,"width":0.07712766,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite backend/src/auth.js (HS256 JWT + bcrypt, login/register routes)","depth":26,"bounds":{"left":0.5831117,"top":0.17717478,"width":0.1456117,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update backend/src/index.js (remove wellKnownRouter, mount authRouter)","depth":26,"bounds":{"left":0.5831117,"top":0.19553073,"width":0.15093085,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Add User model to prisma/schema.prisma","depth":26,"bounds":{"left":0.5831117,"top":0.21468475,"width":0.08444149,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Create Prisma migration for users table","depth":26,"bounds":{"left":0.5831117,"top":0.2330407,"width":0.0787899,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite frontend/src/auth.js (simple username/password login)","depth":26,"bounds":{"left":0.5831117,"top":0.25219473,"width":0.1263298,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite frontend/src/components/AuthProvider.jsx (login form instead of PKCE redirect)","depth":26,"bounds":{"left":0.5831117,"top":0.27055067,"width":0.17619681,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update frontend/src/main.jsx (remove /auth/callback handling)","depth":26,"bounds":{"left":0.5831117,"top":0.2897047,"width":0.12566489,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Delete frontend/src/components/AuthCallback.jsx","depth":26,"bounds":{"left":0.5831117,"top":0.30806065,"width":0.10006649,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update frontend/vite.config.js (remove /.well-known proxy)","depth":26,"bounds":{"left":0.5831117,"top":0.3272147,"width":0.11801862,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update docker-compose.yml (remove Hydra vars/network, add JWT_SECRET)","depth":26,"bounds":{"left":0.5831117,"top":0.34557062,"width":0.15691489,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update .env and .env.example","depth":26,"bounds":{"left":0.5831117,"top":0.36472467,"width":0.06050532,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"bounds":{"left":0.57480055,"top":0.3990423,"width":0.029920213,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Add bcryptjs to backend package.json","depth":26,"bounds":{"left":0.5831117,"top":0.42138866,"width":0.07712766,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite backend/src/auth.js (HS256 JWT + bcrypt, login/register routes)","depth":26,"bounds":{"left":0.5831117,"top":0.43974462,"width":0.1456117,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update backend/src/index.js (remove wellKnownRouter, mount authRouter)","depth":26,"bounds":{"left":0.5831117,"top":0.45889863,"width":0.15093085,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Add User model to prisma/schema.prisma","depth":26,"bounds":{"left":0.5831117,"top":0.4772546,"width":0.08444149,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Create Prisma migration for users table","depth":26,"bounds":{"left":0.5831117,"top":0.4964086,"width":0.0787899,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite frontend/src/auth.js (simple username/password login)","depth":26,"bounds":{"left":0.5831117,"top":0.51476455,"width":0.1263298,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite frontend/src/components/AuthProvider.jsx (login form instead of PKCE redirect)","depth":26,"bounds":{"left":0.5831117,"top":0.5339186,"width":0.17619681,"height":0.011971269},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Update frontend/src/main.jsx (remove /auth/callback handling)","depth":26,"bounds":{"left":0.5831117,"top":0.5522745,"width":0.12566489,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Delete frontend/src/components/AuthCallback.jsx","depth":26,"bounds":{"left":0.5831117,"top":0.5714286,"width":0.10006649,"height":0.011971269},"on_screen":true,"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
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
backend
frontend
.env
.env.example
.gitignore
API.md
docker-compose.yml
README.md
personal-log
personal-log-system
player
portainer
portnotedb
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
remote SSH: nas
SSH: nas
location-logger (Git)
location-logger
location-logger (Git) - main*, Checkout Branch/Tag...
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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"
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
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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
Update frontend/vite.config.js (remove /.well-known proxy)
Update docker-compose.yml (remove Hydra vars/network, add JWT_SECRET)
Update .env and .env.example
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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100 € ваучер за хостинг от Bulinfo.nеt - kovaliklu 100 € ваучер за хостинг от Bulinfo.nеt - kovaliklukas@gmail.com - Gmail — Personal...
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
Home | Hostinger
Home | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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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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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...
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Read more »
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3561975034088737886
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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
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
Home | Hostinger
Home | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778263620109_m1.jpg...
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Code
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docker-compose.yml — docker [SSH: nas]
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Claude Code
Containers
EXPLORER
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Explorer Section: docker [SSH: nas]
Explorer Section: docker [SSH: nas]
DOCKER [SSH: NAS]
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Outline Section
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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: ${AUTHENTIK_OUTPOST_TOKEN}
ports:
- "9101:9000"
depends_on:
- server
networks:
- authentik_internal
- proxy
networks:
authentik_internal:
internal: true
proxy:
external: true
Review payment logger au…, Editor Group 2
docker-compose.yml, preview, Editor Group 2
docker-compose.yml, preview, Editor Group 2
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${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 - 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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 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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: 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2","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Ln 1, Col 1","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Error: The file(s) to paste have been deleted or moved since you copied them. Error: EACCES: permission denied, scandir '/volume2/docker/auth/db'","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Command Succeeded","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":16,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The file(s) to paste have been deleted or moved since you copied them. Error: EACCES: permission denied, scandir '/volume2/docker/auth/db'","depth":16,"on_screen":true,"role_description":"text"}]...
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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
docker-compose.yml, preview, Editor Group 2
docker-compose.yml, preview, Editor Group 2
Problems (⇧⌘M)
PROBLEMS
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OUTPUT
Debug Console (⇧⌘Y)
DEBUG CONSOLE
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remote SSH: nas
SSH: nas
location-logger (Git)
location-logger
location-logger (Git) - main*, Checkout Branch/Tag...
main*
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Compose
Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions
LF
UTF-8
Spaces: 2
Ln 1, Col 1
Error: The file(s) to paste have been deleted or moved since you copied them. Error: EACCES: permission denied, scandir '/volume2/docker/auth/db'
Command Succeeded
The file(s) to paste have been deleted or moved since you copied them. Error: EACCES: permission denied, scandir '/volume2/docker/auth/db'...
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docker-compose.yml — docker [SSH: nas]
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: docker [SSH: nas]
Explorer Section: docker [SSH: nas]
DOCKER [SSH: NAS]
adguard
ai-stack
app-db
appflowy
audiobookshelf
auth
beszel
bitwarden
dawarich
dsk-uploader
finance
payments-logger
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
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M
alembic.ini
docker-compose.yml
M
Dockerfile
README.md
M
requirements.txt
M
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mariadb
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mindfulmama
n8n
notifier-app
npm
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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
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location-logger (Git)
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1","depth":28,"bounds":{"left":0.11569149,"top":0.047885075,"width":0.09773936,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"docker-compose.yml, Editor Group 1","depth":28,"bounds":{"left":0.21343085,"top":0.047885075,"width":0.09607713,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"docker-compose.yml, Editor Group 1","depth":28,"bounds":{"left":0.30950797,"top":0.047885075,"width":0.07280585,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":true,"is_expanded":false},{"role":"AXStaticText","text":"","depth":29,"bounds":{"left":0.12965426,"top":0.07821229,"width":0.0056515955,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXTextArea","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: true","depth":28,"bounds":{"left":0.13763298,"top":0.105347164,"width":0.23803191,"height":0.014365523},"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 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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 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Source Control (⌃⇧G) - 55 pending changes
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Explorer Section: docker [SSH: nas]
Explorer Section: docker [SSH: nas]
DOCKER [SSH: NAS]
adguard
ai-stack
app-db
appflowy
audiobookshelf
auth
beszel
bitwarden
dawarich
dsk-uploader
finance
payments-logger
flask-app
garmin-connector
gitea
health
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homarr
hst
immich
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libreoffice
linkwarden
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app
mcp-server
.env
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alembic.ini
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requirements.txt
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today_map.html
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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
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location-logger (Git)
location-logger
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Code
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Claude Code — finance [SSH: nas]
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CLAUDE CODE
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payments.js, preview, Editor Group 1
…
payments.js, preview, Editor Group 1
Claude Code, Editor Group 2
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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
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Explorer (⇧⌘E)
Search (⇧⌘F)
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payments.js, preview, Editor Group 1
…
payments.js, preview, Editor Group 1
Claude Code, Editor Group 2
remote SSH: nas
SSH: nas
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Info: Setting up SSH Host nas: Setting up SSH tunnel
New session
Local
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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
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payments.js
payments.js
Edit automatically
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Untitled now
Untitled
now
Design new payment-logger and dsk-uploader hybrid app now
Design new payment-logger and dsk-uploader hybrid app
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Design new payment-logge… — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Remote Explorer
Extensions (⇧⌘X) - 2 require update
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Claude Code
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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
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0
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Info: Setting up SSH Host nas: Setting up SSH tunnel
New session
Local
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Design new payment-logger and dsk-uploader hybrid app Rename session Delete session
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Rename session
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Design new payment-logger and dsk-uploader hybrid app
Session history
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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
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Add
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payments.js
payments.js
Plan mode
Plan mode
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+
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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
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(
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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 (Max) Click a position to set effort level
Effort
(
Max
)
Click a position to set effort level...
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2026-05-08T19:16:22.805762+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778267782805_m2.jpg...
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Firefox
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Home | Hostinger — Personal
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True
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hpanel.hostinger.com
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monitor_2
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
Home | Hostinger
Home | Hostinger
Close tab
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
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Finance Hub
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Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
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http://[IP_ADDRESS]:18083
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http://[IP_ADDRESS]:5174
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http://[IP_ADDRESS]:8766
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http://192.168..242:13378
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http://[IP_ADDRESS]:9100
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http://[IP_ADDRESS]:8095
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http://[IP_ADDRESS]:9890
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http://[IP_ADDRESS]:6060
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http://[IP_ADDRESS]:3353
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http://[IP_ADDRESS]:3000
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http://[IP_ADDRESS]:8767
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http://[IP_ADDRESS]:8502
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http://[IP_ADDRESS]:3052
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http://[IP_ADDRESS]:8212
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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
Let's Encrypt
Public...
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2026-05-09T06:38:16.828931+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778308696828_m1.jpg...
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Code
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Design new payment-logge… — finance [SSH: nas]
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monitor_1
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Explorer (⇧⌘E)
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Extensions (⇧⌘X) - 2 require update
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
finance
!
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
finance-hub — Implementation Plan, Editor Group 3
alert Disconnected from SSH: nas
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Info: Setting up SSH Host nas: (details) Initializing VS Code Server
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.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
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.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
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.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
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docker-compose.yml
docker-compose.yml
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.env
.env
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.env.example
.env.example
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schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
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.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
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API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
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docker-compose.yml
docker-compose.yml
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Dockerfile
Dockerfile
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.env.example
.env.example
Read
app.py
app.py
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app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
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base.html
base.html
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result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
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exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
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.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
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/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
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/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | 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/20260508_add_users/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/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/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/blo...
|
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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":"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/finance/payments-logger -type f -name \"*.json\" -o -name \"*.js\" -o -name \"*.jsx\" -o -name \"*.ts\" -o -name \"*.tsx\" -o -name \"*.py\" -o -name \"*.sql\" -o -name \"Dockerfile*\" -o -name \"docker-compose*\" -o -name \".env*\" 2>/dev/null | head -50","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":"/volume2/docker/finance/payments-logger/.env\n/volume2/docker/finance/payments-logger/.env.example\n/volume2/docker/finance/payments-logger/docker-compose.yml\n/volume2/docker/finance/payments-logger/.claude/settings.local.json\n/volume2/docker/finance/payments-logger/backend/Dockerfile\n/volume2/docker/finance/payments-logger/backend/package.json\n/volume2/docker/finance/payments-logger/frontend/Dockerfile\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/payments-logger/auth/.env\n/volume2/docker/finance/payments-logger/auth/.env.example\n/volume2/docker/finance/payments-logger/backend/src/auth.js\n/volume2/docker/finance/payments-logger/backend/src/index.js\n/volume2/docker/finance/payments-logger/backend/src/parser.js\n/volume2/docker/finance/payments-logger/frontend/src/App.jsx\n/volume2/docker/finance/payments-logger/frontend/src/auth.js\n/volume2/docker/finance/payments-logger/frontend/src/main.jsx\n/volume2/docker/finance/payments-logger/backend/src/routes/payments.js\n/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql","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":"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/finance/dsk-uploader -type f -name \"*.json\" -o -type f -name \"*.yml\" -o -type f -name \"*.yaml\" | 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/finance/dsk-uploader/docker-compose.yml","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":"cd /volume2/docker/finance/payments-logger && find . -type f \\( -name \"*.json\" -o -name \"*.js\" -o -name \"*.jsx\" -o -name \"*.ts\" -o -name \"*.tsx\" -o -name \"*.sql\" -o -name \"*.yml\" -o -name \"*.yaml\" -o -name \"Dockerfile*\" -o -name \".env*\" \\) | grep -v node_modules | sort","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/.env\n./auth/.env.example\n./backend/Dockerfile\n./backend/package.json\n./backend/prisma/migrations/20260210_init/migration.sql\n./backend/prisma/migrations/20260210_simplify/migration.sql\n./backend/prisma/migrations/20260222_add_card/migration.sql\n./backend/prisma/migrations/20260508_add_users/migration.sql\n./backend/src/auth.js\n./backend/src/index.js\n./backend/src/parser.js\n./backend/src/routes/payments.js\n./.claude/settings.local.json\n./docker-compose.yml\n./.env\n./.env.example\n./frontend/Dockerfile\n./frontend/package.json\n./frontend/postcss.config.js\n./frontend/src/App.jsx\n./frontend/src/auth.js\n./frontend/src/components/AuthProvider.jsx\n./frontend/src/components/FilterBar.jsx\n./frontend/src/components/PaymentCard.jsx\n./frontend/src/components/PaymentList.jsx\n./frontend/src/components/PaymentTable.jsx\n./frontend/src/main.jsx\n./frontend/tailwind.config.js\n./frontend/vite.config.js","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":"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":"cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100","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":"./.gitignore\n./README.md\n./USAGE.md\n./app.py\n./app_flask.py\n./dskuploader.py\n./requirements.txt\n./.env\n./.env.example\n./Dockerfile\n./docker-compose.yml\n./.dockerignore\n./.git/description\n./.git/packed-refs\n./.git/HEAD\n./.git/FETCH_HEAD\n./.git/index\n./.git/COMMIT_EDITMSG\n./.git/ORIG_HEAD\n./notion_connector/__init__.py\n./notion_connector/client.py\n./templates/base.html\n./templates/index.html\n./templates/result.html\n./notion_connector/resources/__init__.py\n./notion_connector/resources/block.py\n./notion_connector/resources/block_property.py\n./notion_connector/resources/database.py\n./notion_connector/resources/database_property.py\n./notion_connector/resources/filter_builder.py\n./notion_connector/resources/page.py\n./notion_connector/resources/page_property.py\n./notion_connector/resources/search.py\n./.git/info/exclude\n./.git/hooks/post-update.sample\n./.git/hooks/pre-applypatch.sample\n./.git/hooks/pre-commit.sample\n./.git/hooks/applypatch-msg.sample\n./.git/hooks/pre-rebase.sample\n./.git/hooks/pre-merge-commit.sample\n./.git/hooks/update.sample\n./.git/hooks/pre-push.sample\n./.git/hooks/push-to-checkout.sample\n./.git/hooks/prepare-commit-msg.sample\n./.git/hooks/commit-msg.sample\n./.git/hooks/pre-receive.sample\n./.git/hooks/fsmonitor-watchman.sample\n./.git/logs/HEAD\n./notion_connector/exceptions/__init__.py\n./notion_connector/exceptions/exceptions.py\n./.git/config\n./.git/refs/heads/main\n./.git/refs/remotes/origin/HEAD\n./.git/refs/remotes/origin/main\n./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf\n./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571\n./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb\n./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f\n./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb\n./.git/logs/refs/heads/main\n./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack\n./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx\n./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf\n./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc\n./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65\n./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56\n./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611\n./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6\n./.git/logs/refs/remotes/origin/HEAD\n./.git/logs/refs/remotes/origin/main","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/finance/auth -type f -name \"*.py\" -o -name \"*.js\" -o -name \"*.ts\" -o -name \"*.tsx\" -o -name \"*.json\" -o -name \"*.yaml\" -o -name \"*.yml\" -o -name \"*.env*\" -o -name \"Dockerfile*\" | head -100","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/auth/.env\n/volume2/docker/finance/auth/.env.example\n/volume2/docker/finance/auth/docker-compose.yml\n/volume2/docker/finance/auth/auth/.env\n/volume2/docker/finance/auth/auth/.env.example\n/volume2/docker/finance/auth/auth/docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dsk-uploader","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dsk-uploader","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":"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":"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.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":"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/finance/auth/ && echo \"---\" && find /volume2/docker/finance/auth -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":"total 20\ndrwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .\ndrwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..\ndrwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth\ndrwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs\ndrwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db\n-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml\n-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env\n-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example\n-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 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-la /volume2/docker/finance/payments-logger/auth/ && echo \"---\" && find /volume2/docker/finance/payments-logger -name \"Dockerfile*\" | head -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":"total 16\ndrwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .\ndrwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..\ndrwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs\ndrwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db\n-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env\n-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example\n-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md\n---\n/volume2/docker/finance/payments-logger/backend/Dockerfile\n/volume2/docker/finance/payments-logger/frontend/Dockerfile","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":"cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60","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":".\n|-- API.md\n|-- auth\n| |-- certs\n| |-- db\n| `-- README.md\n|-- backend\n| |-- Dockerfile\n| |-- package.json\n| |-- prisma\n| | |-- migrations\n| | `-- schema.prisma\n| `-- src\n| |-- auth.js\n| |-- index.js\n| |-- parser.js\n| `-- routes\n|-- docker-compose.yml\n|-- frontend\n| |-- Dockerfile\n| |-- index.html\n| |-- package.json\n| |-- postcss.config.js\n| |-- src\n| | |-- App.jsx\n| | |-- auth.js\n| | |-- components\n| | |-- index.css\n| | `-- main.jsx\n| |-- tailwind.config.js\n| `-- vite.config.js\n`-- README.md\n\n12 directories, 20 files","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":".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":"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":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo \"---FRONTEND---\" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json","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":"{\n \"name\": \"payments-logger-backend\",\n \"version\": \"1.0.0\",\n \"description\": \"Payment SMS logger backend\",\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 \"prisma:migrate:dev\": \"prisma migrate dev\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"bcryptjs\": \"^2.4.3\",\n \"cors\": \"^2.8.5\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"jose\": \"^5.9.6\",\n \"morgan\": \"^1.10.0\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}\n---FRONTEND---\n{\n \"name\": \"payments-logger-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":"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":"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/finance -name \"*.md\" -type f | xargs grep -l \"auth\\|Authentik\\|OAuth\\|OIDC\" 2>/dev/null | head -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":"/volume2/docker/finance/payments-logger/API.md\n/volume2/docker/finance/auth/README.md\n/volume2/docker/finance/auth/auth/README.md\n/volume2/docker/finance/payments-logger/auth/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":"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":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx","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":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport { AuthProvider } from './components/AuthProvider';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <AuthProvider>\n <App />\n </AuthProvider>\n </React.StrictMode>\n);","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/finance/payments-logger/frontend/src -name \"*.jsx\" -o -name \"*.js\" | 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/finance/payments-logger/frontend/src/App.jsx\n/volume2/docker/finance/payments-logger/frontend/src/auth.js\n/volume2/docker/finance/payments-logger/frontend/src/main.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.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":"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":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx","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":"import React, { useState, useEffect, useCallback } from 'react';\nimport { CreditCard, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport { useAuth } from './components/AuthProvider';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const { logout, getToken } = useAuth();\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });\n const [loading, setLoading] = useState(false);\n\n const authFetch = useCallback(async (url, options = {}) => {\n const token = await getToken();\n const headers = { ...(options.headers || {}) };\n if (token) headers['Authorization'] = `Bearer ${token}`;\n return fetch(url, { ...options, headers });\n }, [getToken]);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await authFetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir, authFetch]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {","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":"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":".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":"app.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"app.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"app_flask.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"app_flask.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dskuploader.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dskuploader.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"client.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"client.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"database.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"database.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","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":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"base.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"base.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"result.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"result.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"page_property.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"page_property.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"USAGE.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"USAGE.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/finance/dsk-uploader -type f \\( -name \"*.py\" -o -name \"*.json\" \\) | grep -E \"(exceptions|page\\.py)\" | head -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":"/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py\n/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"page.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"page.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"exceptions.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"exceptions.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 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.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/finance/dsk-uploader\n├── app_flask.py\n├── app.py\n├── docker-compose.yml\n├── Dockerfile\n├── dskuploader.py\n├── notion_connector\n│ ├── client.py\n│ ├── exceptions\n│ │ ├── exceptions.py\n│ │ └── __init__.py\n│ ├── __init__.py\n│ └── resources\n│ ├── block_property.py\n│ ├── block.py\n│ ├── database_property.py\n│ ├── database.py\n│ ├── filter_builder.py\n│ ├── __init__.py\n│ ├── page_property.py\n│ ├── page.py\n│ └── search.py\n├── README.md\n├── requirements.txt\n├── templates\n│ ├── base.html\n│ ├── index.html\n│ └── result.html\n└── USAGE.md\n\n5 directories, 24 files","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":"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":"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":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List all files in finance directory","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 | sort | head -100","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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618_fsm\n/volume2/docker/finance/auth/auth/db/base/1/2618_vm\n/volume2/docker/finance/auth/auth/db/base/1/2619\n/volume2/docker/finance/auth/auth/db/base/1/2619_fsm\n/volume2/docker/finance/auth/auth/db/base/1/2619_vm\n/volume2/docker/finance/auth/auth/db/base/1/2620\n/volume2/docker/finance/auth/auth/db/base/1/2650\n/volume2/docker/finance/auth/auth/db/base/1/2651\n/volume2/docker/finance/auth/auth/db/base/1/2652","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List docker directory contents","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/","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 40\ndrwxrwxrwx 1 root root 1160 May 8 21:05 .\ndrwxr-xr-x 1 root root 246 Apr 6 19:54 ..\ndrwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard\ndrwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack\ndrwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db\ndrwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy\ndrwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf\ndrwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth\ndrwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel\ndrwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden\ndrwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich\ndrwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader\n-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store\ndrwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance\ndrwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app\ndrwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector\ndrwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea\ndrwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health\ndrwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker\ndrwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr\ndrwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst\ndrwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich\ndrwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht\ndrwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita\ndrwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice\ndrwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden\ndrwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger\ndrwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb\ndrwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector\ndrwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama\ndrwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n\ndrwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app\ndrwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm\ndrwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth\ndrwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian\ndrwxr-xr-x 1 root root 60 Mar 7 20:56 ollama\ndrwxr-xr-x 1 911 911 128 Jul 28 2025 openttd\ndrwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client\ndrwxr-xr-x 1 root root 58 May 2 23:15 open-webui\ndrwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator\ndrwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app\ndrwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack\ndrwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx\ndrwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger\ndrwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log\ndrwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system\ndrwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player\ndrwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer\ndrwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb\ndrwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app\ndrwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm\ndrwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain\ndrwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static\ndrwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling\ndrwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing\ndrwxrwxrwx 1 root root 56 Jun 5 2025 tailscale\ndrwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger\ndrwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app\ndrwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp\ndrwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack\ndrwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree\ndrwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium\ndrwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist\ndrwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty\ndrwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma\ndrwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"List all files in payments-logger directory","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 | sort","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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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/auth/auth/docker-compose.yml\n/volume2/docker/finance/auth/auth/.env\n/volume2/docker/finance/auth/auth/.env.example\n/volume2/docker/finance/auth/auth/README.md\n/volume2/docker/finance/auth/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/dsk-uploader/app_flask.py\n/volume2/docker/finance/dsk-uploader/app.py\n/volume2/docker/finance/dsk-uploader/docker-compose.yml\n/volume2/docker/finance/dsk-uploader/Dockerfile\n/volume2/docker/finance/dsk-uploader/.dockerignore\n/volume2/docker/finance/dsk-uploader/dskuploader.py\n/volume2/docker/finance/dsk-uploader/.env\n/volume2/docker/finance/dsk-uploader/.env.example\n/volume2/docker/finance/dsk-uploader/.git/COMMIT_EDITMSG\n/volume2/docker/finance/dsk-uploader/.git/config\n/volume2/docker/finance/dsk-uploader/.git/description\n/volume2/docker/finance/dsk-uploader/.git/FETCH_HEAD\n/volume2/docker/finance/dsk-uploader/.git/HEAD\n/volume2/docker/finance/dsk-uploader/.git/hooks/applypatch-msg.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/commit-msg.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/fsmonitor-watchman.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/post-update.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/pre-applypatch.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/pre-commit.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/pre-merge-commit.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/prepare-commit-msg.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/pre-push.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/pre-rebase.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/pre-receive.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/push-to-checkout.sample\n/volume2/docker/finance/dsk-uploader/.git/hooks/update.sample\n/volume2/docker/finance/dsk-uploader/.gitignore\n/volume2/docker/finance/dsk-uploader/.git/index\n/volume2/docker/finance/dsk-uploader/.git/info/exclude\n/volume2/docker/finance/dsk-uploader/.git/logs/HEAD\n/volume2/docker/finance/dsk-uploader/.git/logs/refs/heads/main\n/volume2/docker/finance/dsk-uploader/.git/logs/refs/remotes/origin/HEAD\n/volume2/docker/finance/dsk-uploader/.git/logs/refs/remotes/origin/main\n/volume2/docker/finance/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65\n/volume2/docker/finance/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611\n/volume2/docker/finance/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6\n/volume2/docker/finance/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f\n/volume2/docker/finance/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb\n/volume2/docker/finance/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf\n/volume2/docker/finance/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf\n/volume2/docker/finance/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56\n/volume2/docker/finance/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571\n/volume2/docker/finance/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb\n/volume2/docker/finance/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc\n/volume2/docker/finance/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx\n/volume2/docker/finance/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack\n/volume2/docker/finance/dsk-uploader/.git/ORIG_HEAD\n/volume2/docker/finance/dsk-uploader/.git/packed-refs\n/volume2/docker/finance/dsk-uploader/.git/refs/heads/main\n/volume2/docker/finance/dsk-uploader/.git/refs/remotes/origin/HEAD\n/volume2/docker/finance/dsk-uploader/.git/refs/remotes/origin/main\n/volume2/docker/finance/dsk-uploader/notion_connector/client.py\n/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py\n/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py\n/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py\n/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py\n/volume2/docker/finance/dsk-uploader/README.md\n/volume2/docker/finance/dsk-uploader/requirements.txt\n/volume2/docker/finance/dsk-uploader/templates/base.html\n/volume2/docker/finance/dsk-uploader/templates/index.html\n/volume2/docker/finance/dsk-uploader/templates/result.html\n/volume2/docker/finance/dsk-uploader/USAGE.md\n/volume2/docker/finance/payments-logger/API.md\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/payments-logger/backend/Dockerfile\n/volume2/docker/finance/payments-logger/backend/.dockerignore\n/volume2/docker/finance/payments-logger/backend/package.json\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql\n/volume2/docker/finance/payments-logger/backend/prisma/migrations/migration_lock.toml\n/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma\n/volume2/docker/finance/payments-logger/backend/src/auth.js\n/volume2/docker/finance/payments-logger/backend/src/index.js\n/volume2/docker/finance/payments-logger/backend/src/parser.js\n/volume2/docker/finance/payments-logger/backend/src/routes/payments.js\n/volume2/docker/finance/payments-logger/.claude/settings.local.json\n/volume2/docker/finance/payments-logger/docker-compose.yml\n/volume2/docker/finance/payments-logger/.env\n/volume2/docker/finance/payments-logger/.env.example\n/volume2/docker/finance/payments-logger/frontend/Dockerfile\n/volume2/docker/finance/payments-logger/frontend/.dockerignore\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/src/App.jsx\n/volume2/docker/finance/payments-logger/frontend/src/auth.js\n/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx\n/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx\n/volume2/docker/finance/payments-logger/frontend/src/index.css\n/volume2/docker/finance/payments-logger/frontend/src/main.jsx\n/volume2/docker/finance/payments-logger/frontend/tailwind.config.js\n/volume2/docker/finance/payments-logger/frontend/vite.config.js\n/volume2/docker/finance/payments-logger/.gitignore\n/volume2/docker/finance/payments-logger/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":"List finance directory root","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/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":"total 0\ndrwxrwxrwx 1 Adm1n admin 62 May 8 21:10 .\ndrwxrwxrwx 1 root root 1160 May 8 21:05 ..\ndrwxrwxrwx 1 Adm1n admin 108 May 8 21:08 auth\ndrwxrwxrwx 1 root root 322 May 8 21:10 dsk-uploader\ndrwxrwxrwx 1 Adm1n admin 170 May 8 21:07 payments-logger","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). 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 quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
finance
!
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
finance-hub — Implementation Plan, Editor Group 3
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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.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
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.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
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.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
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OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
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dsk-uploader
dsk-uploader
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docker-compose.yml
docker-compose.yml
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package.json
package.json
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package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
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README.md
README.md
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requirements.txt
requirements.txt
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index.js
index.js
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payments.js
payments.js
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auth.js
auth.js
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README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
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docker-compose.yml
docker-compose.yml
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parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
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migration.sql
migration.sql
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migration.sql
migration.sql
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README.md
README.md
Read
.env
.env
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.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
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main.jsx
main.jsx
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auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
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AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
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docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
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schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
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.env.example
.env.example
Read
Dockerfile
Dockerfile
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Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
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docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
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app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
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base.html
base.html
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result.html
result.html
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page_property.py
page_property.py
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USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
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exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
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.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
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/volume2/docker/finance/auth/auth/db/base/1/174
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/volume2/docker/finance/auth/auth/db/base/1/2187
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/volume2/docker/finance/auth/auth/db/base/1/2600
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/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | 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/20260508_add_users/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/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/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/blo...
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▼
400915xxxxxx4447 ПОС 08.05.2026 18:46
Авт. код: 36C1UB
Блокирана до 22.06.2026
5.02
400915xxxxxx4447 ПОС 08.05.2026 18:36
Авт. код: 5CK9TB
Блокирана до 22.06.2026
15.46
400915xxxxxx4447 ПОС 08.05.2026 18:07
Авт. код: 8FK4TB
Блокирана до 22.06.2026
9.04
08.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32
Авт. код: 6NM31C
Номер на у-во: V5411421
BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
67.81
08.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02
Авт. код: 7NE8N7
Номер на у-во: 10101446
BGR SOFIA CBA EKO MARKET
5.51
08.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16
Авт. код: 1TV886
Номер на у-во: 06030191
POL BALICE Lagardere Travel R KR3
5.49
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 05.05.2026 12:02
Авт. код: 9XC9W3
Номер на у-во: 10048984
SVK Nizna Dr Max 651 Nizna
24.27
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 03.05.2026 12:50
Авт. код: 5K645Z
Номер на у-во: TV509902
SVK TRSTENA LEK HORNOORAV NEM
23.28
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 04.05.2026 15:57
Авт. код: 2BU0F2
Номер на у-во: xMtaL1xx
SVK ORAVSKY PODZA ORAVSKY HRAD
18.00
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 17:19
Авт. код: 4VC9R6
Номер на у-во: 80411471
BGR SOFIA TAXI 065
17.00
Общо
190.88
0.00
: No sort applied, sorting is disabled
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08.05.2026
08.05.2026
08.05.2026
07.05.2026
07.05.2026
07.05.2026
07.05.2026
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ОСНОВАНИЕ
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400915xxxxxx4447 ПОС 08.05.2026 18:46
Авт. код: 36C1UB
Блокирана до 22.06.2026
400915xxxxxx4447 ПОС 08.05.2026 18:36
Авт. код: 5CK9TB
Блокирана до 22.06.2026
400915xxxxxx4447 ПОС 08.05.2026 18:07
Авт. код: 8FK4TB
Блокирана до 22.06.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32
Авт. код: 6NM31C
Номер на у-во: V5411421
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02
Авт. код: 7NE8N7
Номер на у-во: 10101446
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16
Авт. код: 1TV886
Номер на у-во: 06030191
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 05.05.2026 12:02
Авт. код: 9XC9W3
Номер на у-во: 10048984
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 03.05.2026 12:50
Авт. код: 5K645Z
Номер на у-во: TV509902
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 04.05.2026 15:57
Авт. код: 2BU0F2
Номер на у-во: xMtaL1xx
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 17:19
Авт. код: 4VC9R6
Номер на у-во: 80411471
Общо
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НАРЕДИТЕЛ/ПОЛУЧАТЕЛ
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BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
BGR SOFIA CBA EKO MARKET
POL BALICE Lagardere Travel R KR3
SVK Nizna Dr Max 651 Nizna
SVK TRSTENA LEK HORNOORAV NEM
SVK ORAVSKY PODZA ORAVSKY HRAD
BGR SOFIA TAXI 065
Общо
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ДЕБИТ
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5.02
15.46
9.04
67.81
5.51
5.49
24.27
23.28
18.00
17.00
190.88
Кредит: No sort applied, activate to apply an ascending sort
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0.00
1
2
2
*Фиксиран курс за целите на двойно обозначение 1 EUR = 1.95583 BGN
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400915xxxxxx4447 ПОС 08.05.2026 18:46
Авт. код: 36C1UB
Блокирана до 22.06.2026
5.02
400915xxxxxx4447 ПОС 08.05.2026 18:36
Авт. код: 5CK9TB
Блокирана до 22.06.2026
15.46
400915xxxxxx4447 ПОС 08.05.2026 18:07
Авт. код: 8FK4TB
Блокирана до 22.06.2026
9.04
08.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32
Авт. код: 6NM31C
Номер на у-во: V5411421
BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
67.81
08.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02
Авт. код: 7NE8N7
Номер на у-во: 10101446
BGR SOFIA CBA EKO MARKET
5.51
08.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16
Авт. код: 1TV886
Номер на у-во: 06030191
POL BALICE Lagardere Travel R KR3
5.49
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 05.05.2026 12:02
Авт. код: 9XC9W3
Номер на у-во: 10048984
SVK Nizna Dr Max 651 Nizna
24.27
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 03.05.2026 12:50
Авт. код: 5K645Z
Номер на у-во: TV509902
SVK TRSTENA LEK HORNOORAV NEM
23.28
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 04.05.2026 15:57
Авт. код: 2BU0F2
Номер на у-во: xMtaL1xx
SVK ORAVSKY PODZA ORAVSKY HRAD
18.00
07.05.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 17:19
Авт. код: 4VC9R6
Номер на у-во: 80411471
BGR SOFIA TAXI 065
17.00
Общо
190.88
0.00
: No sort applied, sorting is disabled
Общо
Дата: No sort applied, activate to apply an ascending sort
▲
ДАТА
▼
08.05.2026
08.05.2026
08.05.2026
07.05.2026
07.05.2026
07.05.2026
07.05.2026
Общо
Основание: No sort applied, activate to apply an ascending sort
▲
ОСНОВАНИЕ
▼
400915xxxxxx4447 ПОС 08.05.2026 18:46
Авт. код: 36C1UB
Блокирана до 22.06.2026
400915xxxxxx4447 ПОС 08.05.2026 18:36
Авт. код: 5CK9TB
Блокирана до 22.06.2026
400915xxxxxx4447 ПОС 08.05.2026 18:07
Авт. код: 8FK4TB
Блокирана до 22.06.2026
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 08.05.2026 19:32
Авт. код: 6NM31C
Номер на у-во: V5411421
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 07.05.2026 09:02
Авт. код: 7NE8N7
Номер на у-во: 10101446
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 13:16
Авт. код: 1TV886
Номер на у-во: 06030191
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 05.05.2026 12:02
Авт. код: 9XC9W3
Номер на у-во: 10048984
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 03.05.2026 12:50
Авт. код: 5K645Z
Номер на у-во: TV509902
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 04.05.2026 15:57
Авт. код: 2BU0F2
Номер на у-во: xMtaL1xx
400915xxxxxx4447 ПЛАЩАНЕ НА ПОС 06.05.2026 17:19
Авт. код: 4VC9R6
Номер на у-во: 80411471
Общо
Наредител/Получател: No sort applied, activate to apply an ascending sort
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НАРЕДИТЕЛ/ПОЛУЧАТЕЛ
▼
BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
BGR SOFIA CBA EKO MARKET
POL BALICE Lagardere Travel R KR3
SVK Nizna Dr Max 651 Nizna
SVK TRSTENA LEK HORNOORAV NEM
SVK ORAVSKY PODZA ORAVSKY HRAD
BGR SOFIA TAXI 065
Общо
Номер сметка на наредителя / получателя: No sort applied, activate to apply an ascending sort
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ДЕБИТ
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5.02
15.46
9.04
67.81
5.51
5.49
24.27
23.28
18.00
17.00
190.88
Кредит: No sort applied, activate to apply an ascending sort
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КРЕДИТ
▼
0.00
1
2
2
*Фиксиран курс за целите на двойно обозначение 1 EUR = 1.95583 BGN
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www.dskdirect.bg/page/default.aspx?user_id=11309067&session_id=19d32dbc4b7511f19be7005056b08056qPz/DcUPDONnWIOWsLenTxdNOVxA8Ojp5X8xyKp62fgpRGSRqUQlYLh96t2cWeyEmh8FvVnTUtgNN-cAzQcZaw==U&xml_id=/bg-BG/01Individuals/02Accounts/04Movements/&c2s=AccountMovements&AccountMovements_action_mvc=ShowResultsAll...
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Design new payment-logge… — finance [SSH: nas]
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Explorer (⇧⌘E)
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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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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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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,"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). 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 quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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effort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result quality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parser port (the only cost of Option A) is a one-time ~150 line exercise. 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 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 and the Dockerfile from 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 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":"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":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dskuploader.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dskuploader.py","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 also grab the remaining frontend 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 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, I have everything I need. 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 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":"done","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":"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":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"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":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"},{"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":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\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":"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":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\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":"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":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\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":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\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":"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":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\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":"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":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\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":"All files are written. Now building:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images","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 && docker compose build 2>&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":"Exit code 1\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"DB_PASSWORD\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFIER_URL\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+03:00\" level=warning msg=\"The \\\"NOTIFY_DEFAULT_PHONE\\\" variable is not set. Defaulting to a blank string.\"\ntime=\"2026-05-08T21:48:56+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: Head \"http://%2Fvar%2Frun%2Fdocker.sock/_ping\": dial unix /var/run/docker.sock: connect: permission denied","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":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build finance-hub Docker images 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":"cd /volume2/docker/finance/finance-hub && sudo docker compose build 2>&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"}]...
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6809287908150012859
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idle
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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
.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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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Remote Explorer
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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
.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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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,"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 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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). 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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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 also grab the remaining frontend 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 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":"done","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":"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":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"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":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}]...
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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
.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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Обновление на тарифните компоненти за транспорт - Обновление на тарифните компоненти за транспорт - kovaliklukas@gmail.com - Gmail — Personal...
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mail.google.com/mail/u/0/#inbox/FMfcgzQgLjRrBbkWwl mail.google.com/mail/u/0/#inbox/FMfcgzQgLjRrBbkWwlKvQjNGMMnKtfdH...
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
DNS / Nameservers | Hostinger
DNS / Nameservers | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
Обновление на тарифните компоненти за транспорт - [EMAIL] - Gmail
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Електронно банкиране ДСК Директ от Банка ДСК
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Обновление на тарифните компоненти за транспорт
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Tue 5 May, 21:36 (4 days ago)
Tue 5 May, 21:36 (4 days ago)
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Здравейте, Lukas Kovalik!
Нашата концепция е да поддържаме възможно най-ниски цени за предлагания от нас пакет услуги. Като доказателство цените ни на килограм остават непроменени от 2020 г (Брекзит), въпреки всички промени в икономическата среда. През последните седмици бяхме изправени пред три последователни увеличения на цените от страна на транспортните ни партньори, като последното беше наложено тази сутрин. Те са свързани с ръст на цените на петрола, пътните такси, застраховки, което оказва пряко влияние върху транспортните разходи и прави невъзможно запазването на досегашните нива. Поради това, считано от 01.06.2026, се налага актуализация на цените на килограм, както следва: Германия: 2 евро/кг (за всеки започнат килограм) Великобритания: 3 евро/кг (за всеки започнат килограм) - минималната корекция, засягаща единствено посочените ставки. Останалите цени и тарифни компоненти остават непроменени. Тази промяна е необходима, за да продължим да осигуряваме надеждна услуга и навременно доставяне на Вашите пратки. С Уважение: Екип GGBG
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Здравейте, Lukas Kovalik!
Нашата концепция е да поддържаме възможно най-ниски цени за предлагания от нас пакет услуги. Като доказателство цените ни на килограм остават непроменени от 2020 г (Брекзит), въпреки всички промени в икономическата среда. През последните седмици бяхме изправени пред три последователни увеличения на цените от страна на транспортните ни партньори, като последното беше наложено тази сутрин. Те са свързани с ръст на цените на петрола, пътните такси, застраховки, което оказва пряко влияние върху транспортните разходи и прави невъзможно запазването на досегашните нива. Поради това, считано от 01.06.2026, се налага актуализация на цените на килограм, както следва: Германия: 2 евро/кг (за всеки започнат килограм) Великобритания: 3 евро/кг (за всеки започнат килограм) - минималната корекция, засягаща единствено посочените ставки. Останалите цени и тарифни компоненти остават непроменени. Тази промяна е необходима, за да продължим да осигуряваме надеждна услуга и навременно доставяне на Вашите пратки. С Уважение: Екип GGBG
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Lukas, your personal update from daily.dev is read Lukas, your personal update from daily.dev is ready - kovaliklukas@gmail.com - Gmail — Personal...
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
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DNS / Nameservers | Hostinger
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
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33.87
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1
Open CMP widget...
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NULL
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NULL
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NULL
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NULL
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12601
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556
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35
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2026-05-09T09:12:34.085498+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778317954085_m2.jpg...
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Firefox
|
Finance Hub — Personal
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True
|
finance-hub.lakylak.xyz/outpost.goauthentik.io/sig finance-hub.lakylak.xyz/outpost.goauthentik.io/sign_out...
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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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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
DNS / Nameservers | Hostinger
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08 May 2026
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08 May 2026
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TYPE
КАРТОВА ОПЕРАЦИЯ
КАРТОВА ОПЕРАЦИЯ
КАРТОВА ОПЕРАЦИЯ
—
—
—
ATM
RECIPIENT
POL BALICE Lagardere Travel R KR3
Raw data
BGR SOFIA CBA EKO MARKET
Raw data
BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
Raw data
—
Raw data
—
Raw data
—
Raw data
DSK ATM, SOFIA, BG
Raw data
AMOUNT
5.49 EUR
5.51 EUR
67.81 EUR
9.04 EUR
15.46 EUR
5.02 EUR
200.00 EUR
BALANCE
—
—
—
—
—
—
1050.00 EUR
STATUS
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
TAGS
Groceries
Groceries
Send
Send
Skip
Skip
Delete
Send
Send
Skip
Skip
Delete
Send
Send
Skip
Skip
Delete
Send
Send
Skip
Skip
Delete
Send
Send
Skip
Skip
Delete
Send
Send
Skip
Skip
Delete
Send
Send
Skip
Skip
Delete...
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NULL
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Pull requests · screenpipe/screenpipe · GitHub
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DATE
TYPE
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AMOUNT
BALANCE
STATUS
TAGS
08 May 2026
КАРТОВА ОПЕРАЦИЯ
POL BALICE Lagardere Travel R KR3
Raw data
5.49 EUR
—
Pending
Pending
Send
Send
Skip
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08 May 2026
КАРТОВА ОПЕРАЦИЯ
BGR SOFIA CBA EKO MARKET
Raw data
5.51 EUR
—
Pending
Pending
Groceries
Send
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08 May 2026
КАРТОВА ОПЕРАЦИЯ
BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
Raw data
67.81 EUR
—
Pending
Pending
Groceries
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08 May 2026
—
—
Raw data
9.04 EUR
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Pending
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08 May 2026
—
—
Raw data
15.46 EUR
—
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08 May 2026
—
—
Raw data
5.02 EUR
—
Pending
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08 May 2026, 10:00
ATM
DSK ATM, SOFIA, BG
Raw data
200.00 EUR
1050.00 EUR
Pending
Pending
Send
Send
Skip
Skip
Delete
DATE
08 May 2026
08 May 2026
08 May 2026
08 May 2026
08 May 2026
08 May 2026
08 May 2026, 10:00
TYPE
КАРТОВА ОПЕРАЦИЯ
КАРТОВА ОПЕРАЦИЯ
КАРТОВА ОПЕРАЦИЯ
—
—
—
ATM
RECIPIENT
POL BALICE Lagardere Travel R KR3
Raw data
BGR SOFIA CBA EKO MARKET
Raw data
BGR SOFIYA LIDL BALGARIYA EOOD UL TODOR
Raw data
—
Raw data
—
Raw data
—
Raw data
DSK ATM, SOFIA, BG
Raw data
AMOUNT
5.49 EUR
5.51 EUR
67.81 EUR
9.04 EUR
15.46 EUR
5.02 EUR
200.00 EUR
BALANCE
—
—
—
—
—
—
1050.00 EUR
STATUS
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
Pending
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TAGS
Groceries
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NULL
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NULL
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NULL
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NULL
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12755
|
562
|
35
|
2026-05-09T09:27:46.109744+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778318866109_m2.jpg...
|
Firefox
|
Claude — Personal
|
True
|
claude.ai/settings/general
|
monitor_2
|
NULL
|
NULL
|
NULL
|
NULL
|
Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
DNS / Nameservers | Hostinger
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
Inbox - [EMAIL] - Gmail
Inbox - [EMAIL] - Gmail
(25) Quora
(25) Quora
Location Logger
Location Logger
Finance Hub
Finance Hub
Finance Hub
Finance Hub
Select: payments - db - Adminer
Select: payments - db - Adminer
Електронно банкиране ДСК Директ от Банка ДСК
Електронно банкиране ДСК Директ от Банка ДСК
Stop Losing Notes: Pick A Cross-Device App That Syncs | AFFiNE
Stop Losing Notes: Pick A Cross-Device App That Syncs | AFFiNE
VIVACOM
VIVACOM
Смартфони с Unlimited план до 120 € отстъпка | Vivacom
Смартфони с Unlimited план до 120 € отстъпка | Vivacom
VIVACOM
VIVACOM
Смартфон SAMSUNG GALAXY A57 5G 256GB | Vivacom
Смартфон SAMSUNG GALAXY A57 5G 256GB | Vivacom
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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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Lukas Kovalik, Settings
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claude.ai/settings/data-privacy-controls...
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7857426433310701686
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4271413808913063198
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click
|
accessibility
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NULL
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
DNS / Nameservers | Hostinger
DNS / Nameservers | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
Inbox - [EMAIL] - Gmail
Inbox - [EMAIL] - Gmail
(25) Quora
(25) Quora
Location Logger
Location Logger
Finance Hub
Finance Hub
Finance Hub
Finance Hub
Select: payments - db - Adminer
Select: payments - db - Adminer
Електронно банкиране ДСК Директ от Банка ДСК
Електронно банкиране ДСК Директ от Банка ДСК
Stop Losing Notes: Pick A Cross-Device App That Syncs | AFFiNE
Stop Losing Notes: Pick A Cross-Device App That Syncs | AFFiNE
VIVACOM
VIVACOM
Смартфони с Unlimited план до 120 € отстъпка | Vivacom
Смартфони с Unlimited план до 120 € отстъпка | Vivacom
VIVACOM
VIVACOM
Смартфон SAMSUNG GALAXY A57 5G 256GB | Vivacom
Смартфон SAMSUNG GALAXY A57 5G 256GB | Vivacom
Claude Code | Claude Platform
Claude Code | Claude Platform
Claude
Claude
Close tab
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Starred
Bulgarian citizenship application process for EU residents
Bulgarian citizenship application process for EU residents
Dawarich location tracking project
Dawarich location tracking project
Recents Hide
Recents
Hide
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
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Design new payment-logge… — finance [SSH: nas]
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
scripts
reimport_sms.sh
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.env.example
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docker-compose.yml
sms_export.json
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docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
sms_export.json, Editor Group 1
Bash tool output (a4j52f), preview, Editor Group 1
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() });
});
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() });
});
Design new payment-logge…, Editor Group 2
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expanded
Design new payment-logger and dsk-uploader hybrid app
Session history
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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
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const currency = payment.currency || 'EUR';
const parts = [];
if (payment.amount != null) parts.pus...
|
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(⌃⇧G)","depth":19,"bounds":{"left":0.0,"top":0.1245012,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.13407822,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Run and Debug (⇧⌘D)","depth":19,"bounds":{"left":0.0,"top":0.16280925,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.17238627,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Remote Explorer","depth":19,"bounds":{"left":0.0,"top":0.20111732,"width":0.015957447,"height":0.03830806},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":22,"bounds":{"left":0.0039893617,"top":0.21069433,"width":0.007978723,"height":0.01915403},"on_screen":true,"role_description":"text"},{"role":"AXRadioButton","text":"Extensions (⇧⌘X) - 2 require 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2","depth":28,"bounds":{"left":0.5578458,"top":0.047885075,"width":0.07912234,"height":0.02793296},"on_screen":true,"role_description":"tab","subrole":"AXTabButton","is_enabled":true,"is_focused":false,"is_selected":true,"is_expanded":false},{"role":"AXButton","text":"remote SSH: nas","depth":16,"bounds":{"left":0.0006648936,"top":0.98244214,"width":0.028590426,"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":0.0033244682,"top":0.9848364,"width":0.005319149,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"SSH: nas","depth":17,"bounds":{"left":0.008643617,"top":0.9856345,"width":0.017952127,"height":0.011173184},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"No 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":"expanded","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"bounds":{"left":0.56017286,"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":0.97839093,"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":0.9890292,"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). 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 quality","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Medium (150 lines)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Minimal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Best","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python FastAPI)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"High (full backend)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C (Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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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 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":"done","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":"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":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"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":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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@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"}]...
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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
scripts
reimport_sms.sh
.env
.env.example
.gitignore
docker-compose.yml
sms_export.json
payments-logger
.claude
auth
backend
frontend
.env
.env.example
.gitignore
API.md
docker-compose.yml
README.md
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
sms_export.json, Editor Group 1
Bash tool output (a4j52f), preview, Editor Group 1
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() });
});
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() });
});
Design new payment-logge…, Editor Group 2
remote SSH: nas
SSH: nas
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expanded
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
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const currency = payment.currency || 'EUR';
const parts = [];
if (payment.amount != null) parts.pus...
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2026-05-09T15:18:19.941018+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778339899941_m1.jpg...
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Code
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Visual Studio Code
|
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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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
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I
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P
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16 Results
[IP_ADDRESS]
[IP_ADDRESS]
ssg
ssg
jiminny-prod-bastion
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jiminny-stage-bastion
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jiminny-qai-terraform
jiminny-qai-terraform
pythonanywhere
pythonanywhere
nas
nas
Add New SSH Host...
Add New SSH Host...
Configure SSH Hosts...
Configure SSH Hosts......
|
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3676418691461642874
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-1920015646424161897
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click
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
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O
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0
0
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Select configured SSH host or enter user@host
16 Results
[IP_ADDRESS]
[IP_ADDRESS]
ssg
ssg
jiminny-prod-bastion
jiminny-prod-bastion
jiminny-prod-terraform
jiminny-prod-terraform
jiminny-stage-bastion
jiminny-stage-bastion
jiminny-stage-terraform
jiminny-stage-terraform
jiminny-eu-bastion
jiminny-eu-bastion
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jiminny-qa-bastion
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jiminny-qa-terraform
jiminny-qai-bastion
jiminny-qai-bastion
jiminny-qai-terraform
jiminny-qai-terraform
pythonanywhere
pythonanywhere
nas
nas
Add New SSH Host...
Add New SSH Host...
Configure SSH Hosts...
Configure SSH Hosts......
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NULL
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NULL
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NULL
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NULL
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13377
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590
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35
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2026-05-09T15:23:20.631535+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778340200631_m2.jpg...
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Firefox
|
Finance Hub — Personal
|
True
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finance-hub.lakylak.xyz/outpost.goauthentik.io/sig finance-hub.lakylak.xyz/outpost.goauthentik.io/sign_out...
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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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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
DNS / Nameservers | Hostinger
DNS / Nameservers | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
Inbox (2) - [EMAIL] - Gmail
Inbox (2) - [EMAIL] - Gmail
(25) Quora
(25) Quora
Location Logger
Location Logger
Finance Hub
Finance Hub
Finance Hub
Finance Hub
Close tab
Select: transactions - db - Adminer
Select: transactions - db - Adminer
Електронно банкиране ДСК Директ от Банка ДСК
Електронно банкиране ДСК Директ от Банка ДСК
Stop Losing Notes: Pick A Cross-Device App That Syncs | AFFiNE
Stop Losing Notes: Pick A Cross-Device App That Syncs | AFFiNE
VIVACOM
VIVACOM
Смартфони с Unlimited план до 120 € отстъпка | Vivacom
Смартфони с Unlimited план до 120 € отстъпка | Vivacom
VIVACOM
VIVACOM
Смартфон SAMSUNG GALAXY A57 5G 256GB | Vivacom
Смартфон SAMSUNG GALAXY A57 5G 256GB | Vivacom
Claude Code | Claude Platform
Claude Code | Claude Platform
Claude
Claude
New Tab
Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
Finance Hub
Finance Hub
187
transaction
s
Payments
Payments
Upload CSV
Upload CSV
Refresh
Display settings
Sign out
Filters
Filters
Search
Recipient, description…
Source
Status
Type
Tag
From date
dd
/
mm
/
yyyy
Calendar
To date
dd
/
mm
/
yyyy
Calendar
187
transaction
s
(balance alerts hidden)
·
Total:
10,250.48
EUR
DATE
RECIPIENT
AMOUNT
TAGS
—
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09 May 2026, 15:02
VIADENTAL, SOFIA, BG
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124.00 EUR
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09 May 2026, 14:54
VIADENTAL, SOFIA, BG
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117.00 EUR
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08 May 2026, 19:32
LIDL BALGARIYA EOOD, SOFIYA, BGR
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67.81 EUR
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08 May 2026, 18:45
Sinsay, Sofia, BG
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5.02 EUR
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08 May 2026, 18:35
TEMA RETAIL BG EOOD, SOFIA, BG
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15.46 EUR
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08 May 2026, 18:07
DM BULGARIA EOOD, SOFIYA, BG
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9.04 EUR
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08 May 2026, 10:00
DSK ATM, SOFIA, BG
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200.00 EUR
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07 May 2026, 09:02
CBA EKO MARKET, SOFIA, BG
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5.51 EUR
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06 May 2026, 19:02
CBA ECO MARKET, SOFIA, BG
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5.93 EUR
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06 May 2026, 18:40
FANTASTICO GROUP LTD, SOFIA, BG
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13.02 EUR...
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09 May 2026, 15:02
VIADENTAL, SOFIA, BG
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124.00 EUR
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LIDL BALGARIYA EOOD, SOFIYA, BGR
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67.81 EUR
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08 May 2026, 18:45
Sinsay, Sofia, BG
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5.02 EUR
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08 May 2026, 18:35
TEMA RETAIL BG EOOD, SOFIA, BG
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15.46 EUR
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08 May 2026, 10:00
DSK ATM, SOFIA, BG
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200.00 EUR
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07 May 2026, 09:02
CBA EKO MARKET, SOFIA, BG
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5.51 EUR
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06 May 2026, 19:02
CBA ECO MARKET, SOFIA, BG
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5.93 EUR
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06 May 2026, 18:40
FANTASTICO GROUP LTD, SOFIA, BG
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13.02 EUR...
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2026-05-09T16:37:47.376179+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778344667376_m2.jpg...
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FINANCE [SSH: NAS]
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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])"
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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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review","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":"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"},{"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"},{"role":"AXStaticText","text":"health_check","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Backend connectivity check","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Tool","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"list_transactions","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"spending_by_tag","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"get_transaction","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"list_tags","depth":26,"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":"health_check","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"What it does","depth":25,"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":"Aggregates spending by tag for a period","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Single record by ID","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"All tags","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Tag management","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Backend connectivity check","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Tool","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"What it does","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"To go fully live (remove DEV_BYPASS_AUTH=true)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"To go fully live (remove","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"DEV_BYPASS_AUTH=true","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"In NPM, create a proxy host for","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"finance.lakylak.xyz","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"pointing to the backend at port","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"3001","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Paste the Authentik nginx snippet from","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth/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":"auth/README.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"into the Advanced tab","depth":24,"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
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'])"
Copy code to clipboard
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
Copy code to clipboard
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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HTTP Strict Transport Security - Wikipedia — Perso HTTP Strict Transport Security - Wikipedia — Personal...
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Pull requests · screenpipe/screenpipe · GitHub
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HTTP Strict Transport Security - Wikipedia
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SQLite Web: archive.db
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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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Finance Hub
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Contents
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Specification history
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HSTS mechanism overview
HSTS mechanism overview
Applicability
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HTTP Strict Transport Security
HTTP Strict Transport Security
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From Wikipedia, the free encyclopedia
HTTP Strict Transport Security
(
HSTS
) is a policy mechanism that helps to protect websites against
man-in-the-middle attacks
man-in-the-middle attacks
such as
protocol downgrade attacks
protocol downgrade attacks
[1]
[
1
]
and
cookie hijacking
cookie hijacking
. It allows
web servers
web servers
to declare that web browsers (or other complying
user agents
user agents
) should automatically interact with it using only
HTTPS
HTTPS
connections, which provide
Transport Layer Security
Transport Layer Security
(TLS/SSL), unlike the insecure
HTTP
HTTP
used alone. HSTS is an
IETF
IETF
standards
standards
track protocol and is specified in
RFC
RFC
6797
6797
.
The HSTS Policy is communicated by the server to the user agent via an HTTP response
header
header
field named
Strict-Transport-Security
. HSTS Policy specifies a period of time during which the
user agent
user agent
should only access the server in a secure fashion.
[2]
[
2
]
: §5.2
Websites using HSTS often do not accept clear text HTTP, either by rejecting connections over HTTP or systematically redirecting users to HTTPS (though this is not required by the specification). The consequence of this is that a user-agent not capable of doing TLS will not be able to connect to the site.
The protection normally only applies after a user has visited the site at least once, relying on the principle of "
trust on first use
trust on first use
". The way this protection works is that when a user entering or selecting an HTTP (not HTTPS) URL to the site, the client, such as a Web browser, will automatically upgrade to HTTPS without making an HTTP request, thereby preventing any HTTP man-in-the-middle attack from occurring. To counteract this problem, an HSTS preload list maintained by
Google Chrome
Google Chrome
and used by other major
web browsers
web browsers
is maintained. If a domain is on this list, the browser skips the initial request and encrypts all communication immediately.
[3]
[
3
]
Additional domains can be registered at no cost.
[4]
[
4
]
Specification history
Specification history
[
edit
edit
]
The HSTS specification was published as RFC 6797 on 19 November 2012 after being approved on 2 October 2012 by the
IESG
IESG
for publication as a
Proposed Standard
Proposed Standard
RFC
RFC
.
[5]
[
5
]
The authors originally submitted it as an
Internet Draft
Internet Draft
on 17 June 2010. With the conversion to an Internet Draft, the specification name was altered from "Strict Transport Security" (STS) to "HTTP Strict Transport Security", because the specification applies only to
HTTP
HTTP
.
[6]
[
6
]
The HTTP response header field defined in the HSTS specification however remains named "Strict-Transport-Security".
The last so-called "community version" of the then-named "STS" specification was published on 18 December 2009, with revisions based on community feedback.
[7]
[
7
]
The original draft specification by Jeff Hodges from
PayPal
PayPal
, Collin Jackson, and Adam Barth was published on 18 September 2009.
[8]
[
8
]
The HSTS specification is based on original work by Jackson and Barth as described in their paper "ForceHTTPS: Protecting High-Security Web Sites from Network Attacks".
[9]
[
9
]
Additionally, HSTS is the realization of one facet of an overall vision for improving web security, put forward by Jeff Hodges and Andy Steingruebl in their 2010 paper
The Need for Coherent Web Security Policy Framework(s)
.
[10]
[
10
]
HSTS mechanism overview
HSTS mechanism overview
[
edit
edit
]
A server implements an HSTS policy by supplying a header over an HTTPS connection (HSTS headers over HTTP are ignored).
[1]
[
1
]
For example, a server could send a header such that future requests to the domain for the next year (max-age is specified in seconds; 31,536,000 is equal to one non-leap year) use only HTTPS:
Strict-Transport-Security: max-age=31536000
.
When a web application issues HSTS Policy to user agents, conformant user agents behave as follows:
[2]
[
2
]
: §5
Automatically turn any insecure links referencing the web application into secure links (e.g.
http://example.com/some/page/
will be modified to
https://example.com/some/page/
before
accessing the server).
If the security of the connection cannot be ensured (e.g. the server's
TLS
TLS
certificate
certificate
is not trusted), the user agent must terminate the connection
[2]
[
2
]
: §8.4
and should not allow the user to access the web application.
[2]
[
2
]
: §12.1
This helps protect web application users against some passive (
eavesdropping
eavesdropping
) and active network
attacks
attacks
.
[2]
[
2
]
: §2.4
A
man-in-the-middle attacker
man-in-the-middle attacker
has a greatly reduced ability to intercept requests and responses between a user and a web application server while the user's browser has HSTS Policy in effect for that web application.
Applicability
Applicability
[
edit
edit
]
The most important security vulnerability that HSTS can fix is SSL-stripping
man-in-the-middle attacks
man-in-the-middle attacks
, first publicly introduced by
Moxie Marlinspike
Moxie Marlinspike
in his 2009 BlackHat Federal talk "New Tricks For Defeating SSL In Practice".
[11]
[
11
]
[12]
[
12
]
The SSL (and
TLS
TLS
) stripping attack works by transparently converting a secure
HTTPS
HTTPS
connection into a plain HTTP connection. The user can see that the connection is insecure, but crucially there is no way of knowing whether the connection
should
be secure. At the time of Marlinspike's talk, many websites did not use TLS/SSL, therefore there was no way of knowing (without prior knowledge) whether the use of plain HTTP was due to an attack, or simply because the website had not implemented TLS/SSL. Additionally, no warnings are presented to the user during the downgrade process, making the attack fairly subtle to all but the most vigilant. Marlinspike's sslstrip tool fully automates the attack.
[
citation needed
citation needed
]
HSTS addresses this problem
[2]
[
2
]
: §2.4
by informing the browser that connections to the site should always use TLS/SSL. The HSTS header can be stripped by the attacker if this is the user's first visit.
Google Chrome
Google Chrome
,
Mozilla Firefox
Mozilla Firefox
,
Internet Explorer
Internet Explorer
, and
Microsoft Edge
Microsoft Edge
attempt to limit this problem by including a "pre-loaded" list of HSTS sites.
[13]
[
13
]
[14]
[
14
]
[15]
[
15
]
Unfortunately this solution cannot scale to include all websites on the internet. See
limitations
limitations
, below.
HSTS can also help to prevent having one's cookie-based website login credentials stolen by widely available tools such as
Firesheep
Firesheep
.
[16]
[
16
]
Because HSTS is time limited, it is sensitive to attacks involving shifting the victim's computer time e.g. using false
NTP
NTP
packets.
[17]
[
17
]
Limitations
Limitations
[
edit
edit
]
The initial request remains unprotected from active attacks if it uses an insecure protocol such as plain HTTP or if the
URI
URI
for the initial request was obtained over an
insecure channel
insecure channel
.
[2]
[
2
]
: §14.6
The same applies to the first request after the activity period specified in the advertised HSTS Policy
max-age
(sites should set a period of several days or months depending on user activity and behavior).
Solutions with preload list
Solutions with preload list
[
edit
edit
]
Google Chrome
Google Chrome
,
Mozilla Firefox
Mozilla Firefox
, and
Internet Explorer
Internet Explorer
/
Microsoft Edge
Microsoft Edge
address this limitation by implementing a "HSTS preloaded list", which is a list that contains known sites supporting HSTS.
[18]
[
18
]
[13]
[
13
]
[14]
[
14
]
[15]
[
15
]
This list is distributed with the browser so that it uses HTTPS for the initial request to the listed sites as well. As previously mentioned, these pre-loaded lists cannot scale to cover the entire Web. A potential solution might be achieved by using
DNS
DNS
records to declare HSTS Policy, and accessing them securely via
DNSSEC
DNSSEC
, optionally with certificate fingerprints to ensure validity (which requires running a validating resolver to avoid
last mile
last mile
issues).
[19]
[
19
]
Junade Ali has noted that HSTS is ineffective against the use of false domains; by using DNS-based attacks, it is possible for a man-in-the-middle interceptor to serve traffic from an artificial domain which is not on the HSTS Preload list,
[20]
[
20
]
this can be made possible by DNS Spoofing Attacks,
[21]
[
21
]
or simply a domain name that misleadingly resembles the real domain name such as
www.example.org
instead of
www.example.com
.
Even with an HSTS preloaded list, HSTS cannot prevent advanced attacks against TLS itself, such as the
BEAST
BEAST
or
CRIME
CRIME
attacks introduced by Juliano Rizzo and Thai Duong. Attacks against TLS itself are
orthogonal
orthogonal
to HSTS policy enforcement. Neither can it protect against attacks on the server - if someone compromises it, it will happily serve any content over TLS.
Privacy issues
Privacy issues
[
edit
edit
]
HSTS can be used to near-indelibly tag visiting browsers with recoverable identifying data (
supercookies
supercookies
) which can persist in and out of browser "
incognito
incognito
" privacy modes. By creating a web page that makes multiple HTTP requests to selected domains, for example, if twenty browser requests to twenty different domains are used, theoretically over one million visitors can be distinguished (2
20
) due to the resulting requests arriving via HTTP vs. HTTPS; the latter being the previously recorded binary "bits" established earlier via HSTS headers.
[22]
[
22
]
Browser support
Browser support
[
edit
edit
]
Settings page Security within Chromium 45, showing the status of the security policy for the domain "en.wikipedia.org".
Chromium
Chromium
and
Google Chrome
Google Chrome
since version [IP_ADDRESS]
[23]
[
23
]
[24]
[
24
]
Firefox
Firefox
since version 4;
[1]
[
1
]
with Firefox 17,
Mozilla
Mozilla
integrates a list of websites supporting HSTS.
[14]
[
14
]
Opera
Opera
since version 12
[25]
[
25
]
Safari
Safari
since
OS X Mavericks
OS X Mavericks
(version 10.9, late 2013)
[26]
[
26
]
Internet Explorer 11
Internet Explorer 11
on
Windows 8.1
Windows 8.1
and
Windows 7
Windows 7
with
KB3058515
KB3058515
installed (Released as a Windows Update in June 2015)
[27]
[
27
]
Microsoft Edge
Microsoft Edge
and
Internet Explorer 11
Internet Explorer 11
on
Windows 10
Windows 10
[28]...
|
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By creating a web page that makes multiple HTTP requests to selected domains, for example, if twenty browser requests to twenty different domains are used, theoretically over one million visitors can be distinguished (2","depth":10,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"20","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":") due to the resulting requests arriving via HTTP vs. HTTPS; the latter being the previously recorded binary \"bits\" established earlier via HSTS headers.","depth":10,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"[22]","depth":11,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"[","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"22","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"]","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Browser support","depth":10,"on_screen":false,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Browser support","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"","depth":10,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"[","depth":10,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"edit","depth":10,"on_screen":false,"help_text":"Edit section: Browser support","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"edit","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"]","depth":10,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Settings page Security within Chromium 45, showing the status of the security policy for the domain \"en.wikipedia.org\".","depth":10,"on_screen":false,"help_text":"Settings page for HTTPS Strict Transport Security within Chromium 45, showing the status of the security policy for the domain \"en.wikipedia.org\".","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXLink","text":"Chromium","depth":11,"on_screen":false,"help_text":"Chromium (web browser)","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Chromium","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"and","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Google Chrome","depth":11,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Google Chrome","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"since version 4.0.211.0","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"[23]","depth":12,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"[","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"23","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"]","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"[24]","depth":12,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"[","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"24","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"]","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Firefox","depth":11,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Firefox","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"since 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17,","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Mozilla","depth":11,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Mozilla","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"integrates a list of websites supporting HSTS.","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"[14]","depth":12,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"[","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"14","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"]","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Opera","depth":11,"on_screen":false,"help_text":"Opera (web browser)","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Opera","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"since version 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browser)","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Safari","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"since","depth":11,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"OS X Mavericks","depth":11,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"OS X Mavericks","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"(version 10.9, late 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10","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"[28]","depth":12,"on_screen":false,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false}]...
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Contents
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Specification history
Specification history
HSTS mechanism overview
HSTS mechanism overview
Applicability
Applicability
Limitations
Limitations
Toggle Limitations subsection
Toggle Limitations subsection
Solutions with preload list
Solutions with preload list
Privacy issues
Privacy issues
Browser support
Browser support
Deployment best practices
Deployment best practices
See also
See also
References
References
External links
External links
HTTP Strict Transport Security
HTTP Strict Transport Security
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From Wikipedia, the free encyclopedia
HTTP Strict Transport Security
(
HSTS
) is a policy mechanism that helps to protect websites against
man-in-the-middle attacks
man-in-the-middle attacks
such as
protocol downgrade attacks
protocol downgrade attacks
[1]
[
1
]
and
cookie hijacking
cookie hijacking
. It allows
web servers
web servers
to declare that web browsers (or other complying
user agents
user agents
) should automatically interact with it using only
HTTPS
HTTPS
connections, which provide
Transport Layer Security
Transport Layer Security
(TLS/SSL), unlike the insecure
HTTP
HTTP
used alone. HSTS is an
IETF
IETF
standards
standards
track protocol and is specified in
RFC
RFC
6797
6797
.
The HSTS Policy is communicated by the server to the user agent via an HTTP response
header
header
field named
Strict-Transport-Security
. HSTS Policy specifies a period of time during which the
user agent
user agent
should only access the server in a secure fashion.
[2]
[
2
]
: §5.2
Websites using HSTS often do not accept clear text HTTP, either by rejecting connections over HTTP or systematically redirecting users to HTTPS (though this is not required by the specification). The consequence of this is that a user-agent not capable of doing TLS will not be able to connect to the site.
The protection normally only applies after a user has visited the site at least once, relying on the principle of "
trust on first use
trust on first use
". The way this protection works is that when a user entering or selecting an HTTP (not HTTPS) URL to the site, the client, such as a Web browser, will automatically upgrade to HTTPS without making an HTTP request, thereby preventing any HTTP man-in-the-middle attack from occurring. To counteract this problem, an HSTS preload list maintained by
Google Chrome
Google Chrome
and used by other major
web browsers
web browsers
is maintained. If a domain is on this list, the browser skips the initial request and encrypts all communication immediately.
[3]
[
3
]
Additional domains can be registered at no cost.
[4]
[
4
]
Specification history
Specification history
[
edit
edit
]
The HSTS specification was published as RFC 6797 on 19 November 2012 after being approved on 2 October 2012 by the
IESG
IESG
for publication as a
Proposed Standard
Proposed Standard
RFC
RFC
.
[5]
[
5
]
The authors originally submitted it as an
Internet Draft
Internet Draft
on 17 June 2010. With the conversion to an Internet Draft, the specification name was altered from "Strict Transport Security" (STS) to "HTTP Strict Transport Security", because the specification applies only to
HTTP
HTTP
.
[6]
[
6
]
The HTTP response header field defined in the HSTS specification however remains named "Strict-Transport-Security".
The last so-called "community version" of the then-named "STS" specification was published on 18 December 2009, with revisions based on community feedback.
[7]
[
7
]
The original draft specification by Jeff Hodges from
PayPal
PayPal
, Collin Jackson, and Adam Barth was published on 18 September 2009.
[8]
[
8
]
The HSTS specification is based on original work by Jackson and Barth as described in their paper "ForceHTTPS: Protecting High-Security Web Sites from Network Attacks".
[9]
[
9
]
Additionally, HSTS is the realization of one facet of an overall vision for improving web security, put forward by Jeff Hodges and Andy Steingruebl in their 2010 paper
The Need for Coherent Web Security Policy Framework(s)
.
[10]
[
10
]
HSTS mechanism overview
HSTS mechanism overview
[
edit
edit
]
A server implements an HSTS policy by supplying a header over an HTTPS connection (HSTS headers over HTTP are ignored).
[1]
[
1
]
For example, a server could send a header such that future requests to the domain for the next year (max-age is specified in seconds; 31,536,000 is equal to one non-leap year) use only HTTPS:
Strict-Transport-Security: max-age=31536000
.
When a web application issues HSTS Policy to user agents, conformant user agents behave as follows:
[2]
[
2
]
: §5
Automatically turn any insecure links referencing the web application into secure links (e.g.
http://example.com/some/page/
will be modified to
https://example.com/some/page/
before
accessing the server).
If the security of the connection cannot be ensured (e.g. the server's
TLS
TLS
certificate
certificate
is not trusted), the user agent must terminate the connection
[2]
[
2
]
: §8.4
and should not allow the user to access the web application.
[2]
[
2
]
: §12.1
This helps protect web application users against some passive (
eavesdropping
eavesdropping
) and active network
attacks
attacks
.
[2]
[
2
]
: §2.4
A
man-in-the-middle attacker
man-in-the-middle attacker
has a greatly reduced ability to intercept requests and responses between a user and a web application server while the user's browser has HSTS Policy in effect for that web application.
Applicability
Applicability
[
edit
edit
]
The most important security vulnerability that HSTS can fix is SSL-stripping
man-in-the-middle attacks
man-in-the-middle attacks
, first publicly introduced by
Moxie Marlinspike
Moxie Marlinspike
in his 2009 BlackHat Federal talk "New Tricks For Defeating SSL In Practice".
[11]
[
11
]
[12]
[
12
]
The SSL (and
TLS
TLS
) stripping attack works by transparently converting a secure
HTTPS
HTTPS
connection into a plain HTTP connection. The user can see that the connection is insecure, but crucially there is no way of knowing whether the connection
should
be secure. At the time of Marlinspike's talk, many websites did not use TLS/SSL, therefore there was no way of knowing (without prior knowledge) whether the use of plain HTTP was due to an attack, or simply because the website had not implemented TLS/SSL. Additionally, no warnings are presented to the user during the downgrade process, making the attack fairly subtle to all but the most vigilant. Marlinspike's sslstrip tool fully automates the attack.
[
citation needed
citation needed
]
HSTS addresses this problem
[2]
[
2
]
: §2.4
by informing the browser that connections to the site should always use TLS/SSL. The HSTS header can be stripped by the attacker if this is the user's first visit.
Google Chrome
Google Chrome
,
Mozilla Firefox
Mozilla Firefox
,
Internet Explorer
Internet Explorer
, and
Microsoft Edge
Microsoft Edge
attempt to limit this problem by including a "pre-loaded" list of HSTS sites.
[13]
[
13
]
[14]
[
14
]
[15]
[
15
]
Unfortunately this solution cannot scale to include all websites on the internet. See
limitations
limitations
, below.
HSTS can also help to prevent having one's cookie-based website login credentials stolen by widely available tools such as
Firesheep
Firesheep
.
[16]
[
16
]
Because HSTS is time limited, it is sensitive to attacks involving shifting the victim's computer time e.g. using false
NTP
NTP
packets.
[17]
[
17
]
Limitations
Limitations
[
edit
edit
]
The initial request remains unprotected from active attacks if it uses an insecure protocol such as plain HTTP or if the
URI
URI
for the initial request was obtained over an
insecure channel
insecure channel
.
[2]
[
2
]
: §14.6
The same applies to the first request after the activity period specified in the advertised HSTS Policy
max-age
(sites should set a period of several days or months depending on user activity and behavior).
Solutions with preload list
Solutions with preload list
[
edit
edit
]
Google Chrome
Google Chrome
,
Mozilla Firefox
Mozilla Firefox
, and
Internet Explorer
Internet Explorer
/
Microsoft Edge
Microsoft Edge
address this limitation by implementing a "HSTS preloaded list", which is a list that contains known sites supporting HSTS.
[18]
[
18
]
[13]
[
13
]
[14]
[
14
]
[15]
[
15
]
This list is distributed with the browser so that it uses HTTPS for the initial request to the listed sites as well. As previously mentioned, these pre-loaded lists cannot scale to cover the entire Web. A potential solution might be achieved by using
DNS
DNS
records to declare HSTS Policy, and accessing them securely via
DNSSEC
DNSSEC
, optionally with certificate fingerprints to ensure validity (which requires running a validating resolver to avoid
last mile
last mile
issues).
[19]
[
19
]
Junade Ali has noted that HSTS is ineffective against the use of false domains; by using DNS-based attacks, it is possible for a man-in-the-middle interceptor to serve traffic from an artificial domain which is not on the HSTS Preload list,
[20]
[
20
]
this can be made possible by DNS Spoofing Attacks,
[21]
[
21
]
or simply a domain name that misleadingly resembles the real domain name such as
www.example.org
instead of
www.example.com
.
Even with an HSTS preloaded list, HSTS cannot prevent advanced attacks against TLS itself, such as the
BEAST
BEAST
or
CRIME
CRIME
attacks introduced by Juliano Rizzo and Thai Duong. Attacks against TLS itself are
orthogonal
orthogonal
to HSTS policy enforcement. Neither can it protect against attacks on the server - if someone compromises it, it will happily serve any content over TLS.
Privacy issues
Privacy issues
[
edit
edit
]
HSTS can be used to near-indelibly tag visiting browsers with recoverable identifying data (
supercookies
supercookies
) which can persist in and out of browser "
incognito
incognito
" privacy modes. By creating a web page that makes multiple HTTP requests to selected domains, for example, if twenty browser requests to twenty different domains are used, theoretically over one million visitors can be distinguished (2
20
) due to the resulting requests arriving via HTTP vs. HTTPS; the latter being the previously recorded binary "bits" established earlier via HSTS headers.
[22]
[
22
]
Browser support
Browser support
[
edit
edit
]
Settings page Security within Chromium 45, showing the status of the security policy for the domain "en.wikipedia.org".
Chromium
Chromium
and
Google Chrome
Google Chrome
since version [IP_ADDRESS]
[23]
[
23
]
[24]
[
24
]
Firefox
Firefox
since version 4;
[1]
[
1
]
with Firefox 17,
Mozilla
Mozilla
integrates a list of websites supporting HSTS.
[14]
[
14
]
Opera
Opera
since version 12
[25]
[
25
]
Safari
Safari
since
OS X Mavericks
OS X Mavericks
(version 10.9, late 2013)
[26]
[
26
]
Internet Explorer 11
Internet Explorer 11
on
Windows 8.1
Windows 8.1
and
Windows 7
Windows 7
with
KB3058515
KB3058515
installed (Released as a Windows Update in June 2015)
[27]
[
27
]
Microsoft Edge
Microsoft Edge
and
Internet Explorer 11
Internet Explorer 11
on
Windows 10
Windows 10
[28]...
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NULL
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NULL
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|
14177
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629
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35
|
2026-05-09T17:02:56.399323+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778346176399_m1.jpg...
|
Firefox
|
Nginx Proxy Manager — Personal
|
True
|
http://192.168.0.242:81/nginx/proxy
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
|
Pull requests · screenpipe/screenpipe · GitHub
Clo Pull requests · screenpipe/screenpipe · GitHub
Close tab
DNS / Nameservers | Hostinger
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Nginx Proxy Manager
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Screenpipe — Archive
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SQLite Web: archive.db
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SQLite Web: db.sqlite
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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
Close tab
Location Logger
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Finance Hub
Close tab
Finance Hub
Close tab
Select: transactions - db - Adminer
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Claude Code | Claude Platform
Close tab
Claude
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lakylak/finance-hub - finance-hub - Gitea: Git with a cup of tea
Close tab
Applications - Admin - authentik
Close tab
New Tab
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
Customize sidebar
Nginx Proxy Manager
Nginx Proxy Manager
Admin Administrator
Admin
Administrator
Dashboard
Dashboard
Hosts
Hosts
Access Lists
Access Lists
SSL Certificates
SSL Certificates
Users
Users
Audit Log
Audit Log
Settings
Settings
Proxy Hosts
Proxy Hosts
Search Host…
Add Proxy Host
Add Proxy Host
SOURCE
DESTINATION
SSL
ACCESS
STATUS
ai.chat.lakylak.xyz
Created: 10th March 2026
http://[IP_ADDRESS]:11000
Let's Encrypt
Public
Online
app.lakylak.xyz
Created: 19th July 2025
http://[IP_ADDRESS]:18083
Let's Encrypt
Public
Online
app.payments.lakylak.xyz
Created: 14th February 2026
http://[IP_ADDRESS]:5174
Let's Encrypt
Public
Online
app.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8766
Let's Encrypt
Public
Online
audiobook.lakylak.xyz
Created: 15th June 2025
http://192.168..242:13378
Let's Encrypt
Public
Online
auth.lakylak.xyz
Created: 30th March 2026
http://[IP_ADDRESS]:9100
Let's Encrypt
Public
Online
backup.lakylak.xyz
Created: 10th July 2025
http://[IP_ADDRESS]:9999
Let's Encrypt
Public
Online
beszel.lakylak.xyz
Created: 6th December 2025
http://[IP_ADDRESS]:8095
Let's Encrypt
Public
Online
bitwarden.lakylak.xyz
Created: 16th June 2025
http://[IP_ADDRESS]:9890
Let's Encrypt
Public
Online
book.lakylak.xyz
Created: 31st October 2025
http://[IP_ADDRESS]:6060
Let's Encrypt
Public
Online
crm.lakylak.xyz
Created: 25th July 2025
http://[IP_ADDRESS]:3353
Let's Encrypt
Public
Online
dawarich.lakylak.xyz
Created: 25th August 2025
http://[IP_ADDRESS]:3000
Let's Encrypt
Public
Online
db.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8767
Let's Encrypt
Public
Online
dsk-uploader.lakylak.xyz
Created: 15th August 2025
http://[IP_ADDRESS]:8502
Let's Encrypt
Public
Online
finance-hub.lakylak.xyz
Created: 8th May 2026
http://[IP_ADDRESS]:5175
Let's Encrypt
Public
Online
gitea.lakylak.xyz
Created: 18th July 2025
http://[IP_ADDRESS]:3052
Let's Encrypt
Public
Online
hydra.lakylak.xyz
Created: 29th March 2026
http://[IP_ADDRESS]:4444
Let's Encrypt
Public
Online
images.lakylak.xyz
Created: 17th June 2025
http://[IP_ADDRESS]:3474
Let's Encrypt
Public
Online
immich.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:8212
Let's Encrypt
Public
Online
jellyfin.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:8096
Let's Encrypt
Public
Online
lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:9999
Let's Encrypt
Public
Online
linkwarden.lakylak.xyz
Created: 13th December 2025
http://[IP_ADDRESS]:7461
Let's Encrypt
Public
Online
location-tracker.lakylak.xyz
Created: 30th August 2025
http://[IP_ADDRESS]:8050
Let's Encrypt
Public
Online
log.lakylak.xyz
Created: 23rd September 2025
http://[IP_ADDRESS]:18084
Let's Encrypt
Public
Online
login.lakylak.xyz
Created: 29th March 2026
http://[IP_ADDRESS]:4446
Let's Encrypt
Public
Online
mcp.location.lakylak.xyz
Created: 15th March 2026
http://[IP_ADDRESS]:8052
Let's Encrypt
Public
Online
n8n.lakylak.xyz
Created: 17th July 2025
http://[IP_ADDRESS]:5678
Let's Encrypt
Public
Online
nas.lakylak.xyz
Created: 28th July 2025
http://[IP_ADDRESS]:9999
Let's Encrypt
Public
Online
notes.lakylak.xyz
Created: 31st October 2025
http://[IP_ADDRESS]:8085
Let's Encrypt
Public
Online
obsidian.lakylak.xyz
Created: 17th June 2025
http://[IP_ADDRESS]:3421
Let's Encrypt
Public
Online
outfit.lakylak.xyz
Created: 25th March 2026
http://[IP_ADDRESS]:8667
Let's Encrypt
Public
Online
owntracks.lakylak.xyz
Created: 12th August 2025
http://[IP_ADDRESS]:8083
Let's Encrypt
Public
Online
paperless.lakylak.xyz
Created: 25th October 2025
http://[IP_ADDRESS]:8777
Let's Encrypt
Public
Online
payments.lakylak.xyz
Created: 14th February 2026
http://[IP_ADDRESS]:3010
Let's Encrypt
Public
Online
pdf.lakylak.xyz
Created: 19th June 2025
http://[IP_ADDRESS]:7890
Let's Encrypt
Public
Online
portainer.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:9000
Let's Encrypt
Public
Online
sqlite.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8768
Let's Encrypt
Public
Online
todo.lakylak.xyz
Created: 16th March 2026
http://reminder-app:8000
Let's Encrypt
Public
Online
tree.lakylak.xyz
Created: 19th December 2025
http://[IP_ADDRESS]:8200
Let's Encrypt
Public
Online
trilium.lakylak.xyz
Created: 24th December 2025
http://[IP_ADDRESS]:4292
Let's Encrypt
Public
Online
tube.lakylak.xyz
Created: 3rd December 2025
http://[IP_ADDRESS]:8770
Let's Encrypt
Public
Online
ytber.lakylak.xyz
Created: 11th March 2026
http://[IP_ADDRESS]:8100
Let's Encrypt
Public
Online
...
|
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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":"tree.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 19th December 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8200","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":"trilium.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 24th December 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:4292","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":"tube.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 3rd December 2025","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8770","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":"ytber.lakylak.xyz","depth":12,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Created: 11th March 2026","depth":13,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"http://192.168.0.242:8100","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"}]...
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-6878435994317771269
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-4931691133007908545
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click
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accessibility
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Pull requests · screenpipe/screenpipe · GitHub
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ai.chat.lakylak.xyz
Created: 10th March 2026
http://[IP_ADDRESS]:11000
Let's Encrypt
Public
Online
app.lakylak.xyz
Created: 19th July 2025
http://[IP_ADDRESS]:18083
Let's Encrypt
Public
Online
app.payments.lakylak.xyz
Created: 14th February 2026
http://[IP_ADDRESS]:5174
Let's Encrypt
Public
Online
app.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8766
Let's Encrypt
Public
Online
audiobook.lakylak.xyz
Created: 15th June 2025
http://192.168..242:13378
Let's Encrypt
Public
Online
auth.lakylak.xyz
Created: 30th March 2026
http://[IP_ADDRESS]:9100
Let's Encrypt
Public
Online
backup.lakylak.xyz
Created: 10th July 2025
http://[IP_ADDRESS]:9999
Let's Encrypt
Public
Online
beszel.lakylak.xyz
Created: 6th December 2025
http://[IP_ADDRESS]:8095
Let's Encrypt
Public
Online
bitwarden.lakylak.xyz
Created: 16th June 2025
http://[IP_ADDRESS]:9890
Let's Encrypt
Public
Online
book.lakylak.xyz
Created: 31st October 2025
http://[IP_ADDRESS]:6060
Let's Encrypt
Public
Online
crm.lakylak.xyz
Created: 25th July 2025
http://[IP_ADDRESS]:3353
Let's Encrypt
Public
Online
dawarich.lakylak.xyz
Created: 25th August 2025
http://[IP_ADDRESS]:3000
Let's Encrypt
Public
Online
db.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8767
Let's Encrypt
Public
Online
dsk-uploader.lakylak.xyz
Created: 15th August 2025
http://[IP_ADDRESS]:8502
Let's Encrypt
Public
Online
finance-hub.lakylak.xyz
Created: 8th May 2026
http://[IP_ADDRESS]:5175
Let's Encrypt
Public
Online
gitea.lakylak.xyz
Created: 18th July 2025
http://[IP_ADDRESS]:3052
Let's Encrypt
Public
Online
hydra.lakylak.xyz
Created: 29th March 2026
http://[IP_ADDRESS]:4444
Let's Encrypt
Public
Online
images.lakylak.xyz
Created: 17th June 2025
http://[IP_ADDRESS]:3474
Let's Encrypt
Public
Online
immich.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:8212
Let's Encrypt
Public
Online
jellyfin.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:8096
Let's Encrypt
Public
Online
lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:9999
Let's Encrypt
Public
Online
linkwarden.lakylak.xyz
Created: 13th December 2025
http://[IP_ADDRESS]:7461
Let's Encrypt
Public
Online
location-tracker.lakylak.xyz
Created: 30th August 2025
http://[IP_ADDRESS]:8050
Let's Encrypt
Public
Online
log.lakylak.xyz
Created: 23rd September 2025
http://[IP_ADDRESS]:18084
Let's Encrypt
Public
Online
login.lakylak.xyz
Created: 29th March 2026
http://[IP_ADDRESS]:4446
Let's Encrypt
Public
Online
mcp.location.lakylak.xyz
Created: 15th March 2026
http://[IP_ADDRESS]:8052
Let's Encrypt
Public
Online
n8n.lakylak.xyz
Created: 17th July 2025
http://[IP_ADDRESS]:5678
Let's Encrypt
Public
Online
nas.lakylak.xyz
Created: 28th July 2025
http://[IP_ADDRESS]:9999
Let's Encrypt
Public
Online
notes.lakylak.xyz
Created: 31st October 2025
http://[IP_ADDRESS]:8085
Let's Encrypt
Public
Online
obsidian.lakylak.xyz
Created: 17th June 2025
http://[IP_ADDRESS]:3421
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Public
Online
outfit.lakylak.xyz
Created: 25th March 2026
http://[IP_ADDRESS]:8667
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Public
Online
owntracks.lakylak.xyz
Created: 12th August 2025
http://[IP_ADDRESS]:8083
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Public
Online
paperless.lakylak.xyz
Created: 25th October 2025
http://[IP_ADDRESS]:8777
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Public
Online
payments.lakylak.xyz
Created: 14th February 2026
http://[IP_ADDRESS]:3010
Let's Encrypt
Public
Online
pdf.lakylak.xyz
Created: 19th June 2025
http://[IP_ADDRESS]:7890
Let's Encrypt
Public
Online
portainer.lakylak.xyz
Created: 15th June 2025
http://[IP_ADDRESS]:9000
Let's Encrypt
Public
Online
sqlite.screenpipe.lakylak.xyz
Created: 27th April 2026
http://[IP_ADDRESS]:8768
Let's Encrypt
Public
Online
todo.lakylak.xyz
Created: 16th March 2026
http://reminder-app:8000
Let's Encrypt
Public
Online
tree.lakylak.xyz
Created: 19th December 2025
http://[IP_ADDRESS]:8200
Let's Encrypt
Public
Online
trilium.lakylak.xyz
Created: 24th December 2025
http://[IP_ADDRESS]:4292
Let's Encrypt
Public
Online
tube.lakylak.xyz
Created: 3rd December 2025
http://[IP_ADDRESS]:8770
Let's Encrypt
Public
Online
ytber.lakylak.xyz
Created: 11th March 2026
http://[IP_ADDRESS]:8100
Let's Encrypt
Public
Online
...
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2026-05-09T18:00:27.915433+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778349627915_m1.jpg...
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iTerm2
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CodeFileEditSelectionView→Nginx Proxy Manager@Scre CodeFileEditSelectionView→Nginx Proxy Manager@Screenpipe - ArchiveSQLite Web: archive.dbSQLite Web: db.sqlitescreenpipe/.claude/skills at main - screenpipe/screenpDXP4800PLUS-B5F8AFFiNE - All In One KnowledgeOSAll docs • AFFiNEPayments LoggerM Your old PC can run Windows 11 in a VM, but not on baLocation LoggerFinance HubFinance HubSelect: transactions - db - AdminerClaude Code | Claude Platform* April 2026 spending by category - Claudelakylak/finance-hub - finance-hub - Gitea: Git with a c• Applications - Admin - authentik+ New TabGoRunTerminalWindow Helpnas.lakylak.xyz/desktop/?os=ugospro#/FilesControl PanelPRIIStorageApp Center/logsLogsSupportQ Search|Connection & AccessUser ManagementFile ServiceW DeviceConnectionDomain/LDAP• TerminalGeneral|• Hardware & PowerTime & Language- NetworkSecurityE Indexing ServiceService• About‹ $0(thlE: Control Panel100% <78Sat 9 May 21:00:28Aм 1 2.6кви*?TelnetSSHEnablePort 23|Advanced settings• EnablePort22Shut down automatically3h later2026-05-09 21:18 will automatically shut downAdvanced settingsFunction descriptionyaswvord fir tie logi accoum ange nabie aute ok eo enhanice sysfeum secuitis recomended to sel a strongApply...
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CodeFileEditSelectionView→Nginx Proxy Manager@Scre CodeFileEditSelectionView→Nginx Proxy Manager@Screenpipe - ArchiveSQLite Web: archive.dbSQLite Web: db.sqlitescreenpipe/.claude/skills at main - screenpipe/screenpDXP4800PLUS-B5F8AFFiNE - All In One KnowledgeOSAll docs • AFFiNEPayments LoggerM Your old PC can run Windows 11 in a VM, but not on baLocation LoggerFinance HubFinance HubSelect: transactions - db - AdminerClaude Code | Claude Platform* April 2026 spending by category - Claudelakylak/finance-hub - finance-hub - Gitea: Git with a c• Applications - Admin - authentik+ New TabGoRunTerminalWindow Helpnas.lakylak.xyz/desktop/?os=ugospro#/FilesControl PanelPRIIStorageApp Center/logsLogsSupportQ Search|Connection & AccessUser ManagementFile ServiceW DeviceConnectionDomain/LDAP• TerminalGeneral|• Hardware & PowerTime & Language- NetworkSecurityE Indexing ServiceService• About‹ $0(thlE: Control Panel100% <78Sat 9 May 21:00:28Aм 1 2.6кви*?TelnetSSHEnablePort 23|Advanced settings• EnablePort22Shut down automatically3h later2026-05-09 21:18 will automatically shut downAdvanced settingsFunction descriptionyaswvord fir tie logi accoum ange nabie aute ok eo enhanice sysfeum secuitis recomended to sel a strongApply...
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2026-05-11T06:10:15.359748+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778479815359_m1.jpg...
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PhpStorm
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faVsco.js – Hubspot/Service.php
|
True
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NULL
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monitor_1
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Project: faVsco.js, menu
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8043719072324535154
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Project: faVsco.js, menu
iTerm2ShellEditViewSessio Project: faVsco.js, menu
iTerm2ShellEditViewSessionScriptsProfilesWindowHelplabl| Daily - Platform • in 35 mA100% C47 8• Mon 11 May 9:10:15181DEV (-zsh)• жзDOCKERO ₴1DEV (-zsh)182APP (-zsh)* JY-20725-handle-HS-search-rate-limitmasterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPaJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ l-zsh-zsh885screenpipe"O 86DEV...
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2026-05-11T06:10:19.589304+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778479819589_m2.jpg...
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PhpStorm
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faVsco.js – MatchCrmData.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
AskJiminnyReportActivityServiceTest
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Activity\Import;
use Illuminate\Bus\Queueable;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Events\Dispatcher;
use Illuminate\Foundation\Bus\Dispatchable;
use Illuminate\Queue\InteractsWithQueue;
use Jiminny\Component\Queue\Constants;
use Jiminny\Component\Utility\Service\ProviderRateLimiter;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\DTO\ImportCall\Call;
use Jiminny\Component\TranscriptionSummary\Events\TranscriptionAiSummaryReadyEvent;
use Jiminny\Events\Activities\AiAutomation\ActivityProspectAdded;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Participant;
use Jiminny\Models\Team;
use Jiminny\Repositories\ActivityRepository;
use Jiminny\Services\Crm\CrmObjectsResolver;
use Jiminny\Services\Crm\ProspectSearchStrategyFactory;
use Jiminny\Services\Crm\ProviderRegistry;
use Psr\Log\LoggerInterface;
class MatchCrmData implements ShouldQueue
{
use Dispatchable;
use InteractsWithQueue;
use Queueable;
// AWS visibility timeout allows a maximum of 12 hours. This is 1 minute less.
private const int MAX_DELAY = 43140;
// Infrastructure allows max 3 retries (1 initial execution + 3 retries)
public int $tries = 4;
private Call $call;
private int $activityId;
private Team $team;
private ServiceInterface $crmService;
private LoggerInterface $logger;
private array $logContext;
public function __construct(Call $call, int $activityId)
{
$this->call = $call;
$this->activityId = $activityId;
$this->logContext = [
'activity_id' => $activityId,
'call_id' => $call->getCallId(),
'provider' => $call->getProvider(),
];
$this->onQueue(Constants::QUEUE_DIALERS);
}
public function handle(
CrmObjectsResolver $crmObjectsResolver,
ProviderRegistry $providerRegistry,
ProviderRateLimiter $rateLimiter,
ActivityRepository $activityRepository,
LoggerInterface $logger,
Dispatcher $eventDispatcher,
): void {
$this->logger = $logger;
// Activity is already augmented with CRM data, no need to perform the same operation
if ($this->call->isActivityUpdatedWithCrm()) {
$this->logMessage('Skipping activity. Already updated with CRM data');
return;
}
/** @var Activity $activity */
$activity = $activityRepository->findById($this->activityId);
try {
$this->initialiseCrmService($activity, $providerRegistry);
} catch (SocialAccountTokenInvalidException $exception) {
$this->logMessage('Invalid token, retrying');
$this->release(self::MAX_DELAY); // Try again tomorrow
return;
}
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($this->team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
// Ignore any associated opportunity
$this->logger->info('[MatchCrmData] Ignoring crm data because of prospect strategy', [
'activity_id' => $this->activityId,
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if (! $rateLimiter->canMakeRequest($activity->getCrm())) {
$this->logMessage('Rate limit reached, retrying');
$this->release($rateLimiter->requestAvailableIn($activity->getCrm()) + random_int(1, 60));
return;
}
$this->logMessage('Resolving CRM objects');
$crmObjects = $crmObjectsResolver->resolveFromCall($this->crmService, $this->call);
$rateLimiter->incrementRequestCount($activity->getCrm());
if (empty($crmObjects)) {
$this->logMessage('Could not resolve CRM objects, retrying');
$this->release(3600);
return;
}
[$lead, $account, $opportunity, $contact, $stage] = $crmObjects;
$activity->update([
'lead_id' => $lead->id ?? null,
'contact_id' => $contact->id ?? null,
'account_id' => $account->id ?? null,
'opportunity_id' => $opportunity->id ?? null,
'stage_id' => $stage->id ?? null,
]);
$activity->refresh();
$eventDispatcher->dispatch(new ActivityProspectAdded(
activity: $activity,
eventSource: 'match-crm-data'
));
if ($activity->getProspectName() !== null) {
$activity->setTitleFromCallData($this->call);
/** @var Participant $prospectParticipant */
$prospectParticipant = $activity
->participants()
->where(function (Builder $query) use ($activity) {
$query
->whereNull('user_id')
->orWhere('user_id', '!=', $activity->getUserId())
;
})
->first()
;
$activity->updateParticipantCrmData($crmObjects, $prospectParticipant);
}
$this->logMessage('Activity updated');
$this->triggerSummaryPushIfReady($activity, $eventDispatcher);
}
private function triggerSummaryPushIfReady(Activity $activity, Dispatcher $eventDispatcher): void
{
if (! $activity->hasTranscriptionId()) {
return;
}
if ($activity->hasProspectActivitySummaryLog()) {
$this->logMessage('Summary already sent to prospect, skipping summary push after CRM matching');
return;
}
$this->logMessage('Triggering summary push after CRM matching');
$eventDispatcher->dispatch(new TranscriptionAiSummaryReadyEvent($activity->getUuid()));
}
private function initialiseCrmService(Activity $activity, ProviderRegistry $providerRegistry): void
{
$this->team = $activity->getUser()->getTeam();
$crmProviderName = $this->team->getCrmConfiguration()->getProviderName();
$crmService = $providerRegistry->get($crmProviderName);
$crmService->setUser($this->team->getOwner());
$this->crmService = $crmService;
$this->logContext['team'] = $this->team->getSlug();
$this->logContext['team_id'] = $this->team->getId();
}
private function logMessage(string $message): void
{
$this->logger->info(sprintf('[MatchCrmData] %s', $message), $this->logContext);
}
}
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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"],
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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\\Jobs\\Activity\\Import;\n\nuse Illuminate\\Bus\\Queueable;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Foundation\\Bus\\Dispatchable;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\DTO\\ImportCall\\Call;\nuse Jiminny\\Component\\TranscriptionSummary\\Events\\TranscriptionAiSummaryReadyEvent;\nuse Jiminny\\Events\\Activities\\AiAutomation\\ActivityProspectAdded;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjectsResolver;\nuse Jiminny\\Services\\Crm\\ProspectSearchStrategyFactory;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Psr\\Log\\LoggerInterface;\n\nclass MatchCrmData implements ShouldQueue\n{\n use Dispatchable;\n use InteractsWithQueue;\n use Queueable;\n\n // AWS visibility timeout allows a maximum of 12 hours. This is 1 minute less.\n private const int MAX_DELAY = 43140;\n\n // Infrastructure allows max 3 retries (1 initial execution + 3 retries)\n public int $tries = 4;\n\n private Call $call;\n private int $activityId;\n private Team $team;\n private ServiceInterface $crmService;\n\n private LoggerInterface $logger;\n private array $logContext;\n\n public function __construct(Call $call, int $activityId)\n {\n $this->call = $call;\n $this->activityId = $activityId;\n\n $this->logContext = [\n 'activity_id' => $activityId,\n 'call_id' => $call->getCallId(),\n 'provider' => $call->getProvider(),\n ];\n\n $this->onQueue(Constants::QUEUE_DIALERS);\n }\n\n public function handle(\n CrmObjectsResolver $crmObjectsResolver,\n ProviderRegistry $providerRegistry,\n ProviderRateLimiter $rateLimiter,\n ActivityRepository $activityRepository,\n LoggerInterface $logger,\n Dispatcher $eventDispatcher,\n ): void {\n $this->logger = $logger;\n\n // Activity is already augmented with CRM data, no need to perform the same operation\n if ($this->call->isActivityUpdatedWithCrm()) {\n $this->logMessage('Skipping activity. Already updated with CRM data');\n\n return;\n }\n\n /** @var Activity $activity */\n $activity = $activityRepository->findById($this->activityId);\n\n try {\n $this->initialiseCrmService($activity, $providerRegistry);\n } catch (SocialAccountTokenInvalidException $exception) {\n $this->logMessage('Invalid token, retrying');\n $this->release(self::MAX_DELAY); // Try again tomorrow\n\n return;\n }\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($this->team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n // Ignore any associated opportunity\n $this->logger->info('[MatchCrmData] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $this->activityId,\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if (! $rateLimiter->canMakeRequest($activity->getCrm())) {\n $this->logMessage('Rate limit reached, retrying');\n $this->release($rateLimiter->requestAvailableIn($activity->getCrm()) + random_int(1, 60));\n\n return;\n }\n\n $this->logMessage('Resolving CRM objects');\n\n $crmObjects = $crmObjectsResolver->resolveFromCall($this->crmService, $this->call);\n $rateLimiter->incrementRequestCount($activity->getCrm());\n\n if (empty($crmObjects)) {\n $this->logMessage('Could not resolve CRM objects, retrying');\n $this->release(3600);\n\n return;\n }\n\n [$lead, $account, $opportunity, $contact, $stage] = $crmObjects;\n\n $activity->update([\n 'lead_id' => $lead->id ?? null,\n 'contact_id' => $contact->id ?? null,\n 'account_id' => $account->id ?? null,\n 'opportunity_id' => $opportunity->id ?? null,\n 'stage_id' => $stage->id ?? null,\n ]);\n\n $activity->refresh();\n\n $eventDispatcher->dispatch(new ActivityProspectAdded(\n activity: $activity,\n eventSource: 'match-crm-data'\n ));\n\n if ($activity->getProspectName() !== null) {\n $activity->setTitleFromCallData($this->call);\n\n /** @var Participant $prospectParticipant */\n $prospectParticipant = $activity\n ->participants()\n ->where(function (Builder $query) use ($activity) {\n $query\n ->whereNull('user_id')\n ->orWhere('user_id', '!=', $activity->getUserId())\n ;\n })\n ->first()\n ;\n\n $activity->updateParticipantCrmData($crmObjects, $prospectParticipant);\n }\n\n $this->logMessage('Activity updated');\n\n $this->triggerSummaryPushIfReady($activity, $eventDispatcher);\n }\n\n private function triggerSummaryPushIfReady(Activity $activity, Dispatcher $eventDispatcher): void\n {\n if (! $activity->hasTranscriptionId()) {\n return;\n }\n\n if ($activity->hasProspectActivitySummaryLog()) {\n $this->logMessage('Summary already sent to prospect, skipping summary push after CRM matching');\n\n return;\n }\n\n $this->logMessage('Triggering summary push after CRM matching');\n $eventDispatcher->dispatch(new TranscriptionAiSummaryReadyEvent($activity->getUuid()));\n }\n\n private function initialiseCrmService(Activity $activity, ProviderRegistry $providerRegistry): void\n {\n $this->team = $activity->getUser()->getTeam();\n $crmProviderName = $this->team->getCrmConfiguration()->getProviderName();\n\n $crmService = $providerRegistry->get($crmProviderName);\n $crmService->setUser($this->team->getOwner());\n $this->crmService = $crmService;\n\n $this->logContext['team'] = $this->team->getSlug();\n $this->logContext['team_id'] = $this->team->getId();\n }\n\n private function logMessage(string $message): void\n {\n $this->logger->info(sprintf('[MatchCrmData] %s', $message), $this->logContext);\n }\n}","depth":4,"bounds":{"left":0.122340426,"top":0.17158818,"width":0.28856382,"height":0.8284118},"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Activity\\Import;\n\nuse Illuminate\\Bus\\Queueable;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Foundation\\Bus\\Dispatchable;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\DTO\\ImportCall\\Call;\nuse Jiminny\\Component\\TranscriptionSummary\\Events\\TranscriptionAiSummaryReadyEvent;\nuse Jiminny\\Events\\Activities\\AiAutomation\\ActivityProspectAdded;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjectsResolver;\nuse Jiminny\\Services\\Crm\\ProspectSearchStrategyFactory;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Psr\\Log\\LoggerInterface;\n\nclass MatchCrmData implements ShouldQueue\n{\n use Dispatchable;\n use InteractsWithQueue;\n use Queueable;\n\n // AWS visibility timeout allows a maximum of 12 hours. This is 1 minute less.\n private const int MAX_DELAY = 43140;\n\n // Infrastructure allows max 3 retries (1 initial execution + 3 retries)\n public int $tries = 4;\n\n private Call $call;\n private int $activityId;\n private Team $team;\n private ServiceInterface $crmService;\n\n private LoggerInterface $logger;\n private array $logContext;\n\n public function __construct(Call $call, int $activityId)\n {\n $this->call = $call;\n $this->activityId = $activityId;\n\n $this->logContext = [\n 'activity_id' => $activityId,\n 'call_id' => $call->getCallId(),\n 'provider' => $call->getProvider(),\n ];\n\n $this->onQueue(Constants::QUEUE_DIALERS);\n }\n\n public function handle(\n CrmObjectsResolver $crmObjectsResolver,\n ProviderRegistry $providerRegistry,\n ProviderRateLimiter $rateLimiter,\n ActivityRepository $activityRepository,\n LoggerInterface $logger,\n Dispatcher $eventDispatcher,\n ): void {\n $this->logger = $logger;\n\n // Activity is already augmented with CRM data, no need to perform the same operation\n if ($this->call->isActivityUpdatedWithCrm()) {\n $this->logMessage('Skipping activity. Already updated with CRM data');\n\n return;\n }\n\n /** @var Activity $activity */\n $activity = $activityRepository->findById($this->activityId);\n\n try {\n $this->initialiseCrmService($activity, $providerRegistry);\n } catch (SocialAccountTokenInvalidException $exception) {\n $this->logMessage('Invalid token, retrying');\n $this->release(self::MAX_DELAY); // Try again tomorrow\n\n return;\n }\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($this->team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n // Ignore any associated opportunity\n $this->logger->info('[MatchCrmData] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $this->activityId,\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if (! $rateLimiter->canMakeRequest($activity->getCrm())) {\n $this->logMessage('Rate limit reached, retrying');\n $this->release($rateLimiter->requestAvailableIn($activity->getCrm()) + random_int(1, 60));\n\n return;\n }\n\n $this->logMessage('Resolving CRM objects');\n\n $crmObjects = $crmObjectsResolver->resolveFromCall($this->crmService, $this->call);\n $rateLimiter->incrementRequestCount($activity->getCrm());\n\n if (empty($crmObjects)) {\n $this->logMessage('Could not resolve CRM objects, retrying');\n $this->release(3600);\n\n return;\n }\n\n [$lead, $account, $opportunity, $contact, $stage] = $crmObjects;\n\n $activity->update([\n 'lead_id' => $lead->id ?? null,\n 'contact_id' => $contact->id ?? null,\n 'account_id' => $account->id ?? null,\n 'opportunity_id' => $opportunity->id ?? null,\n 'stage_id' => $stage->id ?? null,\n ]);\n\n $activity->refresh();\n\n $eventDispatcher->dispatch(new ActivityProspectAdded(\n activity: $activity,\n eventSource: 'match-crm-data'\n ));\n\n if ($activity->getProspectName() !== null) {\n $activity->setTitleFromCallData($this->call);\n\n /** @var Participant $prospectParticipant */\n $prospectParticipant = $activity\n ->participants()\n ->where(function (Builder $query) use ($activity) {\n $query\n ->whereNull('user_id')\n ->orWhere('user_id', '!=', $activity->getUserId())\n ;\n })\n ->first()\n ;\n\n $activity->updateParticipantCrmData($crmObjects, $prospectParticipant);\n }\n\n $this->logMessage('Activity updated');\n\n $this->triggerSummaryPushIfReady($activity, $eventDispatcher);\n }\n\n private function triggerSummaryPushIfReady(Activity $activity, Dispatcher $eventDispatcher): void\n {\n if (! $activity->hasTranscriptionId()) {\n return;\n }\n\n if ($activity->hasProspectActivitySummaryLog()) {\n $this->logMessage('Summary already sent to prospect, skipping summary push after CRM matching');\n\n return;\n }\n\n $this->logMessage('Triggering summary push after CRM matching');\n $eventDispatcher->dispatch(new TranscriptionAiSummaryReadyEvent($activity->getUuid()));\n }\n\n private function initialiseCrmService(Activity $activity, ProviderRegistry $providerRegistry): void\n {\n $this->team = $activity->getUser()->getTeam();\n 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\"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 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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}]...
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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\Jobs\Activity\Import;
use Illuminate\Bus\Queueable;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Events\Dispatcher;
use Illuminate\Foundation\Bus\Dispatchable;
use Illuminate\Queue\InteractsWithQueue;
use Jiminny\Component\Queue\Constants;
use Jiminny\Component\Utility\Service\ProviderRateLimiter;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\DTO\ImportCall\Call;
use Jiminny\Component\TranscriptionSummary\Events\TranscriptionAiSummaryReadyEvent;
use Jiminny\Events\Activities\AiAutomation\ActivityProspectAdded;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Participant;
use Jiminny\Models\Team;
use Jiminny\Repositories\ActivityRepository;
use Jiminny\Services\Crm\CrmObjectsResolver;
use Jiminny\Services\Crm\ProspectSearchStrategyFactory;
use Jiminny\Services\Crm\ProviderRegistry;
use Psr\Log\LoggerInterface;
class MatchCrmData implements ShouldQueue
{
use Dispatchable;
use InteractsWithQueue;
use Queueable;
// AWS visibility timeout allows a maximum of 12 hours. This is 1 minute less.
private const int MAX_DELAY = 43140;
// Infrastructure allows max 3 retries (1 initial execution + 3 retries)
public int $tries = 4;
private Call $call;
private int $activityId;
private Team $team;
private ServiceInterface $crmService;
private LoggerInterface $logger;
private array $logContext;
public function __construct(Call $call, int $activityId)
{
$this->call = $call;
$this->activityId = $activityId;
$this->logContext = [
'activity_id' => $activityId,
'call_id' => $call->getCallId(),
'provider' => $call->getProvider(),
];
$this->onQueue(Constants::QUEUE_DIALERS);
}
public function handle(
CrmObjectsResolver $crmObjectsResolver,
ProviderRegistry $providerRegistry,
ProviderRateLimiter $rateLimiter,
ActivityRepository $activityRepository,
LoggerInterface $logger,
Dispatcher $eventDispatcher,
): void {
$this->logger = $logger;
// Activity is already augmented with CRM data, no need to perform the same operation
if ($this->call->isActivityUpdatedWithCrm()) {
$this->logMessage('Skipping activity. Already updated with CRM data');
return;
}
/** @var Activity $activity */
$activity = $activityRepository->findById($this->activityId);
try {
$this->initialiseCrmService($activity, $providerRegistry);
} catch (SocialAccountTokenInvalidException $exception) {
$this->logMessage('Invalid token, retrying');
$this->release(self::MAX_DELAY); // Try again tomorrow
return;
}
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($this->team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
// Ignore any associated opportunity
$this->logger->info('[MatchCrmData] Ignoring crm data because of prospect strategy', [
'activity_id' => $this->activityId,
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if (! $rateLimiter->canMakeRequest($activity->getCrm())) {
$this->logMessage('Rate limit reached, retrying');
$this->release($rateLimiter->requestAvailableIn($activity->getCrm()) + random_int(1, 60));
return;
}
$this->logMessage('Resolving CRM objects');
$crmObjects = $crmObjectsResolver->resolveFromCall($this->crmService, $this->call);
$rateLimiter->incrementRequestCount($activity->getCrm());
if (empty($crmObjects)) {
$this->logMessage('Could not resolve CRM objects, retrying');
$this->release(3600);
return;
}
[$lead, $account, $opportunity, $contact, $stage] = $crmObjects;
$activity->update([
'lead_id' => $lead->id ?? null,
'contact_id' => $contact->id ?? null,
'account_id' => $account->id ?? null,
'opportunity_id' => $opportunity->id ?? null,
'stage_id' => $stage->id ?? null,
]);
$activity->refresh();
$eventDispatcher->dispatch(new ActivityProspectAdded(
activity: $activity,
eventSource: 'match-crm-data'
));
if ($activity->getProspectName() !== null) {
$activity->setTitleFromCallData($this->call);
/** @var Participant $prospectParticipant */
$prospectParticipant = $activity
->participants()
->where(function (Builder $query) use ($activity) {
$query
->whereNull('user_id')
->orWhere('user_id', '!=', $activity->getUserId())
;
})
->first()
;
$activity->updateParticipantCrmData($crmObjects, $prospectParticipant);
}
$this->logMessage('Activity updated');
$this->triggerSummaryPushIfReady($activity, $eventDispatcher);
}
private function triggerSummaryPushIfReady(Activity $activity, Dispatcher $eventDispatcher): void
{
if (! $activity->hasTranscriptionId()) {
return;
}
if ($activity->hasProspectActivitySummaryLog()) {
$this->logMessage('Summary already sent to prospect, skipping summary push after CRM matching');
return;
}
$this->logMessage('Triggering summary push after CRM matching');
$eventDispatcher->dispatch(new TranscriptionAiSummaryReadyEvent($activity->getUuid()));
}
private function initialiseCrmService(Activity $activity, ProviderRegistry $providerRegistry): void
{
$this->team = $activity->getUser()->getTeam();
$crmProviderName = $this->team->getCrmConfiguration()->getProviderName();
$crmService = $providerRegistry->get($crmProviderName);
$crmService->setUser($this->team->getOwner());
$this->crmService = $crmService;
$this->logContext['team'] = $this->team->getSlug();
$this->logContext['team_id'] = $this->team->getId();
}
private function logMessage(string $message): void
{
$this->logger->info(sprintf('[MatchCrmData] %s', $message), $this->logContext);
}
}
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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"}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
|
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778480854894_m2.jpg...
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faVsco.js – Client.php
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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
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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65
1
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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') {
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 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 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 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 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 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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 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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":0.0,"width":0.56981385,"height":0.632083},"on_screen":true,"lines":[{"char_start":624,"char_count":72,"bounds":{"left":0.43018618,"top":0.0,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.43018618,"top":0.0,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.43018618,"top":0.0,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.43018618,"top":0.0,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.43018618,"top":0.0,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.43018618,"top":0.0,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.43018618,"top":0.007980846,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.43018618,"top":0.025538707,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.43018618,"top":0.04309657,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.43018618,"top":0.060654428,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.43018618,"top":0.07821229,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.43018618,"top":0.09577015,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.43018618,"top":0.11332801,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.43018618,"top":0.13088587,"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') {
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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Code changed:
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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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Nikolay Yankov (Presenting, annotating)
Nikolay Yankov (Presenting, annotating)
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Stefka Stoyanova
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Nikolay Yankov
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Galya Dimitrova
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FirefoxFileEditViewHistoryBookmarksProfiles→ToolsWindowHelp(alo)| Daily - Platform • now100% C8• Mon 11 May 9:47:07meet.google.com/mie-gawc-dsi?authuser=[EMAIL] Yankov (Presenting)Platform TeamQ Search boardPS57 Ser© pa83 Jm x83 ProO AM X0 cal xhttps://jiminny.atlassian.net/jira/software/c/projects/JY/boards/37?selectedissue=JY-203522 SSH00 8 a EDatadogJY-20269 1 4 J7-40352Sync opportunities without a local owner (user_id is nuil)$I31FirefoxAfter point 1 is2. CRM Filling - Do not run analyses on opportunity that has no local user_id. No point in analysing noone's data3. Examine il there's a problem with Sync Profiles. I.e.Team Data Literacy Academy( Prod US TeamID: 615) has many profiies, and deals with owner id but no user,jd. It alsolooks like we do not have the correct scope to read users from their hubspot.Validate sync profiies fails with more visiblity in such cases, so that we can request more scopes manually.4. Opportunities that have owner _id, but no user_id should be ignored when syncing.Aww suui8skC Tra xO Jm83 мC x* Claude9 CircieCiSentry *XL LasкInsights & Coachin0 Der4Oa0sMon 11 May 9:47L Al BockmarxsStefka StoyanovaNikolay Yankov4 othersQ Open with VS Code1 branch22 commits1 pull request2 bulldsComponentsPlatformAdd optionsLabels3 days agoAllow users to delete SSand Panorama promptswhen those are used in a...AKirOKISDeployedRelease AJ PanoramaAJ REPORTSDeployedR-20740 05 12 •0•summary in the CRMGalya DimitrovaLukas Kovalik9:47 AM | Daily - Platform...
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+FirefoxFileEditViewHistoryBookmarksProfilesToolsW +FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/mie-gawc-dsi?authuser=[EMAIL] Yankov (Presenting)C Jy 204yServ83 Jmier83 PromeO AttentC Cals -0 4ee:(a Transp*0.0000% Ciaude© JmineX MOPO sninhttps://jminny.atlassian.net/jira/software/c/projects/JY/boards/37?selectedissue=JY-20625D Projects8E Datadog@ * Cauоe9 CircleCtSentry*xIL tsюinsights & Coachin0 DerPlatform Team %.Q Skarch boarasY-20739 / Q JY-20625[POC)Jiminny MCP ConnectorIn ProgressIx Improve SpikeA.J Panotama for Callscoring n oo(AUTOMATED AL SCORINGHoedytorwR Jy-20361~ Detailsserup tost concrone rorProphet in SonarMAENTENANCSBackiogE 3Y-19951DescriptionCustomers are starting to use Al tool (like Claude and GPT) to connect the information from all f their platform into oneplace. Which they then use 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 il faster we can consider a temporary mixed approach with the DB• we will use php/laravel for the implementation• Getermine what te aucreracauon necos to d0 keep in mno teoureiierit aro /nAssignee• Nikolay NkolowAssign to meReporter& Galya Dimitrovathe epprodermnongo snood de comtrmed win surtkd ane unye• product requirements - ED Jiminny MCP ConnectorDevelopmentQ Open with VS CodeJ Create branch61 commits1 pull request1 build incomplete4 days agoComponentsPlatform••+33% DoneWOrKPriortyAssig..SacahSub-ProductAdd options"oJy 0/d7eieaenoe= м.• N.IN DEVELabeis% JY-20743Create Schema for capabilities-toots/listResearch Competitor's MCP= м.• N...Story pont estmasaDaily - Platform - now100% L2Mon 11 May 9:50:42Mon 11 May 9:50L Al Bookmarks9Nikolay IvanovNikolay YankovAl Reports > Empty pagedesign and promotionAJREPORTSDepicyedД -20372 1 1 •0n =SrOK Va ALUIe20/20 1 0 ..00Allow users to delete SSand Panorama promptswhen those are used in a...AJREPORTSDepioyedRebease AJ PanoramaWroeg farmarting forsummary in tho CRM4 othersSteliyan Georgiev9:50 AM | Daily - Platform...Lukas Kovalik• 2:15....
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+FirefoxFileEditViewHistoryBookmarksProfilesToolsW +FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/mie-gawc-dsi?authuser=[EMAIL] Yankov (Presenting)C Jy 204yServ83 Jmier83 PromeO AttentC Cals -0 4ee:(a Transp*0.0000% Ciaude© JmineX MOPO sninhttps://jminny.atlassian.net/jira/software/c/projects/JY/boards/37?selectedissue=JY-20625D Projects8E Datadog@ * Cauоe9 CircleCtSentry*xIL tsюinsights & Coachin0 DerPlatform Team %.Q Skarch boarasY-20739 / Q JY-20625[POC)Jiminny MCP ConnectorIn ProgressIx Improve SpikeA.J Panotama for Callscoring n oo(AUTOMATED AL SCORINGHoedytorwR Jy-20361~ Detailsserup tost concrone rorProphet in SonarMAENTENANCSBackiogE 3Y-19951DescriptionCustomers are starting to use Al tool (like Claude and GPT) to connect the information from all f their platform into oneplace. Which they then use 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 il faster we can consider a temporary mixed approach with the DB• we will use php/laravel for the implementation• Getermine what te aucreracauon necos to d0 keep in mno teoureiierit aro /nAssignee• Nikolay NkolowAssign to meReporter& Galya Dimitrovathe epprodermnongo snood de comtrmed win surtkd ane unye• product requirements - ED Jiminny MCP ConnectorDevelopmentQ Open with VS CodeJ Create branch61 commits1 pull request1 build incomplete4 days agoComponentsPlatform••+33% DoneWOrKPriortyAssig..SacahSub-ProductAdd options"oJy 0/d7eieaenoe= м.• N.IN DEVELabeis% JY-20743Create Schema for capabilities-toots/listResearch Competitor's MCP= м.• N...Story pont estmasaDaily - Platform - now100% L2Mon 11 May 9:50:42Mon 11 May 9:50L Al Bookmarks9Nikolay IvanovNikolay YankovAl Reports > Empty pagedesign and promotionAJREPORTSDepicyedД -20372 1 1 •0n =SrOK Va ALUIe20/20 1 0 ..00Allow users to delete SSand Panorama promptswhen those are used in a...AJREPORTSDepioyedRebease AJ PanoramaWroeg farmarting forsummary in tho CRM4 othersSteliyan Georgiev9:50 AM | Daily - Platform...Lukas Kovalik• 2:15....
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9:57
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Meet - Daily - Platform
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Meet - Daily - Platform
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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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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":0.632083},"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},{"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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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\Jobs\Crm;
use Exception;
use Illuminate\Contracts\Queue\ShouldBeUnique;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Connection;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Log;
use Jiminny\Component\Queue\Constants;
use Jiminny\Exceptions\InvalidArgumentException;
use 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, ShouldBeUnique
{
use InteractsWithQueue;
use SerializesModels;
public int $tries = 3;
private int $activityId;
private ?Configuration $fromConfiguration;
private bool $remoteSearch;
public function middleware(): array
{
return [new HandleHubspotRateLimit()];
}
public function __construct(
int $activityId,
?Configuration $fromConfiguration = null,
bool $remoteSearch = false,
) {
$this->activityId = $activityId;
$this->fromConfiguration = $fromConfiguration;
$this->remoteSearch = $remoteSearch;
$this->onQueue(Constants::QUEUE_ANALYTICS_LOW);
}
public function uniqueId(): string
{
$configId = $this->fromConfiguration?->getId() ?? 0;
$remote = $this->remoteSearch ? 'remote' : 'local';
return "$this->activityId:$configId:$remote";
}
public function timeout(): int
{
return 300; // 5 minutes max execution time
}
public function uniqueFor(): int
{
return $this->timeout() + 60; // timeout + 1 minute buffer
}
public function backoff(): array
{
return [30, 90, 180];
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception|Throwable
*/
public function handle(
ActivityRepository $activityRepository,
CrmActivityService $crmActivityService,
Connection $connection,
): void {
$activity = $activityRepository->findById($this->activityId);
if ($activity === null) {
throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');
}
try {
$connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {
Log::info('[MatchActivityCrmData] Starting CRM data matching', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'set_configuration' => $this->fromConfiguration?->getId(),
'old_state' => [
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
],
]);
$this->resetCrmMappings($activity, $activityRepository);
$this->switchCrmConfigurationIfNeeded($activity);
$activity->refresh();
$crmActivityService->updateCrmData(
activity: $activity,
remoteSearch: $this->remoteSearch,
);
$hasMatch = $activity->getLead() !== null
|| $activity->getContact() !== null
|| $activity->getAccount() !== null
|| $activity->getOpportunity() !== null;
if ($hasMatch) {
Log::info('[MatchActivityCrmData] Successfully matched CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
]);
} else {
Log::info('[MatchActivityCrmData] No CRM match found', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
]);
}
});
} catch (Throwable $e) {
Log::error('[MatchActivityCrmData] Failed to match CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'exception' => $e->getMessage(),
'trace' => $e->getTraceAsString(),
]);
throw $e;
}
}
public function failed(Throwable $exception): void
{
Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'from_configuration' => $this->fromConfiguration?->getId(),
'exception' => $exception->getMessage(),
'attempts' => $this->attempts(),
]);
}
private function resetCrmMappings(
Activity $activity,
ActivityRepository $activityRepository
): void {
$activity->update([
'lead_id' => null,
'contact_id' => null,
'account_id' => null,
'opportunity_id' => null,
'stage_id' => null,
]);
$participantsOldState = $activityRepository->getActivityParticipants($activity)
->map(function ($participant) {
return [
'id' => $participant->id,
'user_id' => $participant->user_id,
'contact_id' => $participant->contact_id,
'lead_id' => $participant->lead_id,
];
});
if ($participantsOldState->isNotEmpty()) {
Log::info('[MatchActivityCrmData] Participants old state', [
'activity' => $this->activityId,
'participants' => $participantsOldState->toArray(),
]);
}
$activity->participants()->update([
'user_id' => null,
'contact_id' => null,
'lead_id' => null,
]);
}
private function switchCrmConfigurationIfNeeded(Activity $activity): void
{
if ($this->fromConfiguration === null) {
return;
}
if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {
return;
}
Log::info('[MatchActivityCrmData] Switching CRM configuration', [
'activity' => $this->activityId,
'old_configuration' => $activity->getCrm()?->getId(),
'new_configuration' => $this->fromConfiguration->getId(),
]);
$activity->update([
'crm_configuration_id' => $this->fromConfiguration->getId(),
'crm_provider_id' => null,
]);
}
}
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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}"],
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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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'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search 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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":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.38696808,"top":0.17478053,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous 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\\Jobs\\Crm;\n\nuse Exception;\nuse Illuminate\\Contracts\\Queue\\ShouldBeUnique;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Connection;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Illuminate\\Queue\\SerializesModels;\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Jobs\\Job;\nuse Jiminny\\Jobs\\Middleware\\HandleHubspotRateLimit;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmActivityService;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Throwable;\n\nclass MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique\n{\n use InteractsWithQueue;\n use SerializesModels;\n\n public int $tries = 3;\n\n private int $activityId;\n private ?Configuration $fromConfiguration;\n private bool $remoteSearch;\n\n public function middleware(): array\n {\n return [new HandleHubspotRateLimit()];\n }\n\n public function __construct(\n int $activityId,\n ?Configuration $fromConfiguration = null,\n bool $remoteSearch = false,\n ) {\n $this->activityId = $activityId;\n $this->fromConfiguration = $fromConfiguration;\n $this->remoteSearch = $remoteSearch;\n\n $this->onQueue(Constants::QUEUE_ANALYTICS_LOW);\n }\n\n public function uniqueId(): string\n {\n $configId = $this->fromConfiguration?->getId() ?? 0;\n $remote = $this->remoteSearch ? 'remote' : 'local';\n\n return \"$this->activityId:$configId:$remote\";\n }\n\n public function timeout(): int\n {\n return 300; // 5 minutes max execution time\n }\n\n public function uniqueFor(): int\n {\n return $this->timeout() + 60; // timeout + 1 minute buffer\n }\n\n public function backoff(): array\n {\n return [30, 90, 180];\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception|Throwable\n */\n public function handle(\n ActivityRepository $activityRepository,\n CrmActivityService $crmActivityService,\n Connection $connection,\n ): void {\n $activity = $activityRepository->findById($this->activityId);\n if ($activity === null) {\n throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');\n }\n\n try {\n $connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {\n Log::info('[MatchActivityCrmData] Starting CRM data matching', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'set_configuration' => $this->fromConfiguration?->getId(),\n 'old_state' => [\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ],\n ]);\n\n $this->resetCrmMappings($activity, $activityRepository);\n\n $this->switchCrmConfigurationIfNeeded($activity);\n\n $activity->refresh();\n\n $crmActivityService->updateCrmData(\n activity: $activity,\n remoteSearch: $this->remoteSearch,\n );\n\n $hasMatch = $activity->getLead() !== null\n || $activity->getContact() !== null\n || $activity->getAccount() !== null\n || $activity->getOpportunity() !== null;\n\n if ($hasMatch) {\n Log::info('[MatchActivityCrmData] Successfully matched CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ]);\n } else {\n Log::info('[MatchActivityCrmData] No CRM match found', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n ]);\n }\n });\n } catch (Throwable $e) {\n Log::error('[MatchActivityCrmData] Failed to match CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'exception' => $e->getMessage(),\n 'trace' => $e->getTraceAsString(),\n ]);\n\n throw $e;\n }\n }\n\n public function failed(Throwable $exception): void\n {\n Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'from_configuration' => $this->fromConfiguration?->getId(),\n 'exception' => $exception->getMessage(),\n 'attempts' => $this->attempts(),\n ]);\n }\n\n private function resetCrmMappings(\n Activity $activity,\n ActivityRepository $activityRepository\n ): void {\n $activity->update([\n 'lead_id' => null,\n 'contact_id' => null,\n 'account_id' => null,\n 'opportunity_id' => null,\n 'stage_id' => null,\n ]);\n\n $participantsOldState = $activityRepository->getActivityParticipants($activity)\n ->map(function ($participant) {\n return [\n 'id' => $participant->id,\n 'user_id' => $participant->user_id,\n 'contact_id' => $participant->contact_id,\n 'lead_id' => $participant->lead_id,\n ];\n });\n\n if ($participantsOldState->isNotEmpty()) {\n Log::info('[MatchActivityCrmData] Participants old state', [\n 'activity' => $this->activityId,\n 'participants' => $participantsOldState->toArray(),\n ]);\n }\n\n $activity->participants()->update([\n 'user_id' => null,\n 'contact_id' => null,\n 'lead_id' => null,\n ]);\n }\n\n private function switchCrmConfigurationIfNeeded(Activity $activity): void\n {\n if ($this->fromConfiguration === null) {\n return;\n }\n\n if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {\n return;\n }\n\n Log::info('[MatchActivityCrmData] Switching CRM configuration', [\n 'activity' => $this->activityId,\n 'old_configuration' => $activity->getCrm()?->getId(),\n 'new_configuration' => $this->fromConfiguration->getId(),\n ]);\n\n $activity->update([\n 'crm_configuration_id' => $this->fromConfiguration->getId(),\n 'crm_provider_id' => null,\n ]);\n }\n}","depth":4,"bounds":{"left":0.122340426,"top":0.04868316,"width":0.28856382,"height":0.95131683},"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Crm;\n\nuse Exception;\nuse Illuminate\\Contracts\\Queue\\ShouldBeUnique;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Connection;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Illuminate\\Queue\\SerializesModels;\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Jobs\\Job;\nuse Jiminny\\Jobs\\Middleware\\HandleHubspotRateLimit;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmActivityService;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Throwable;\n\nclass MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique\n{\n use InteractsWithQueue;\n use SerializesModels;\n\n public int $tries = 3;\n\n private int $activityId;\n private ?Configuration $fromConfiguration;\n private bool $remoteSearch;\n\n public function middleware(): array\n {\n return [new HandleHubspotRateLimit()];\n }\n\n public function __construct(\n int $activityId,\n ?Configuration $fromConfiguration = null,\n bool $remoteSearch = false,\n ) {\n $this->activityId = $activityId;\n $this->fromConfiguration = $fromConfiguration;\n $this->remoteSearch = $remoteSearch;\n\n $this->onQueue(Constants::QUEUE_ANALYTICS_LOW);\n }\n\n public function uniqueId(): string\n {\n $configId = $this->fromConfiguration?->getId() ?? 0;\n $remote = $this->remoteSearch ? 'remote' : 'local';\n\n return \"$this->activityId:$configId:$remote\";\n }\n\n public function timeout(): int\n {\n return 300; // 5 minutes max execution time\n }\n\n public function uniqueFor(): int\n {\n return $this->timeout() + 60; // timeout + 1 minute buffer\n }\n\n public function backoff(): array\n {\n return [30, 90, 180];\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception|Throwable\n */\n public function handle(\n ActivityRepository $activityRepository,\n CrmActivityService $crmActivityService,\n Connection $connection,\n ): void {\n $activity = $activityRepository->findById($this->activityId);\n if ($activity === null) {\n throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');\n }\n\n try {\n $connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {\n Log::info('[MatchActivityCrmData] Starting CRM data matching', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'set_configuration' => $this->fromConfiguration?->getId(),\n 'old_state' => [\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ],\n ]);\n\n $this->resetCrmMappings($activity, $activityRepository);\n\n $this->switchCrmConfigurationIfNeeded($activity);\n\n $activity->refresh();\n\n $crmActivityService->updateCrmData(\n activity: $activity,\n remoteSearch: $this->remoteSearch,\n );\n\n $hasMatch = $activity->getLead() !== null\n || $activity->getContact() !== null\n || $activity->getAccount() !== null\n || $activity->getOpportunity() !== null;\n\n if ($hasMatch) {\n Log::info('[MatchActivityCrmData] Successfully matched CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ]);\n } else {\n Log::info('[MatchActivityCrmData] No CRM match found', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n ]);\n }\n });\n } catch (Throwable $e) {\n Log::error('[MatchActivityCrmData] Failed to match CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'exception' => $e->getMessage(),\n 'trace' => $e->getTraceAsString(),\n ]);\n\n throw $e;\n }\n }\n\n public function failed(Throwable $exception): void\n {\n Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'from_configuration' => $this->fromConfiguration?->getId(),\n 'exception' => $exception->getMessage(),\n 'attempts' => $this->attempts(),\n ]);\n }\n\n private function resetCrmMappings(\n Activity $activity,\n ActivityRepository $activityRepository\n ): void {\n $activity->update([\n 'lead_id' => null,\n 'contact_id' => null,\n 'account_id' => null,\n 'opportunity_id' => null,\n 'stage_id' => null,\n ]);\n\n $participantsOldState = $activityRepository->getActivityParticipants($activity)\n ->map(function ($participant) {\n return [\n 'id' => $participant->id,\n 'user_id' => $participant->user_id,\n 'contact_id' => $participant->contact_id,\n 'lead_id' => $participant->lead_id,\n ];\n });\n\n if ($participantsOldState->isNotEmpty()) {\n Log::info('[MatchActivityCrmData] Participants old state', [\n 'activity' => $this->activityId,\n 'participants' => $participantsOldState->toArray(),\n ]);\n }\n\n $activity->participants()->update([\n 'user_id' => null,\n 'contact_id' => null,\n 'lead_id' => null,\n ]);\n }\n\n private function switchCrmConfigurationIfNeeded(Activity $activity): void\n {\n if ($this->fromConfiguration === null) {\n return;\n }\n\n if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {\n return;\n }\n\n Log::info('[MatchActivityCrmData] Switching CRM configuration', [\n 'activity' => $this->activityId,\n 'old_configuration' => $activity->getCrm()?->getId(),\n 'new_configuration' => $this->fromConfiguration->getId(),\n ]);\n\n $activity->update([\n 'crm_configuration_id' => $this->fromConfiguration->getId(),\n 'crm_provider_id' => null,\n ]);\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 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\"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 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\"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 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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
AskJiminnyReportActivityServiceTest
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Crm;
use Exception;
use Illuminate\Contracts\Queue\ShouldBeUnique;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Connection;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Log;
use Jiminny\Component\Queue\Constants;
use Jiminny\Exceptions\InvalidArgumentException;
use 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, ShouldBeUnique
{
use InteractsWithQueue;
use SerializesModels;
public int $tries = 3;
private int $activityId;
private ?Configuration $fromConfiguration;
private bool $remoteSearch;
public function middleware(): array
{
return [new HandleHubspotRateLimit()];
}
public function __construct(
int $activityId,
?Configuration $fromConfiguration = null,
bool $remoteSearch = false,
) {
$this->activityId = $activityId;
$this->fromConfiguration = $fromConfiguration;
$this->remoteSearch = $remoteSearch;
$this->onQueue(Constants::QUEUE_ANALYTICS_LOW);
}
public function uniqueId(): string
{
$configId = $this->fromConfiguration?->getId() ?? 0;
$remote = $this->remoteSearch ? 'remote' : 'local';
return "$this->activityId:$configId:$remote";
}
public function timeout(): int
{
return 300; // 5 minutes max execution time
}
public function uniqueFor(): int
{
return $this->timeout() + 60; // timeout + 1 minute buffer
}
public function backoff(): array
{
return [30, 90, 180];
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception|Throwable
*/
public function handle(
ActivityRepository $activityRepository,
CrmActivityService $crmActivityService,
Connection $connection,
): void {
$activity = $activityRepository->findById($this->activityId);
if ($activity === null) {
throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');
}
try {
$connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {
Log::info('[MatchActivityCrmData] Starting CRM data matching', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'set_configuration' => $this->fromConfiguration?->getId(),
'old_state' => [
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
],
]);
$this->resetCrmMappings($activity, $activityRepository);
$this->switchCrmConfigurationIfNeeded($activity);
$activity->refresh();
$crmActivityService->updateCrmData(
activity: $activity,
remoteSearch: $this->remoteSearch,
);
$hasMatch = $activity->getLead() !== null
|| $activity->getContact() !== null
|| $activity->getAccount() !== null
|| $activity->getOpportunity() !== null;
if ($hasMatch) {
Log::info('[MatchActivityCrmData] Successfully matched CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
]);
} else {
Log::info('[MatchActivityCrmData] No CRM match found', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
]);
}
});
} catch (Throwable $e) {
Log::error('[MatchActivityCrmData] Failed to match CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'exception' => $e->getMessage(),
'trace' => $e->getTraceAsString(),
]);
throw $e;
}
}
public function failed(Throwable $exception): void
{
Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'from_configuration' => $this->fromConfiguration?->getId(),
'exception' => $exception->getMessage(),
'attempts' => $this->attempts(),
]);
}
private function resetCrmMappings(
Activity $activity,
ActivityRepository $activityRepository
): void {
$activity->update([
'lead_id' => null,
'contact_id' => null,
'account_id' => null,
'opportunity_id' => null,
'stage_id' => null,
]);
$participantsOldState = $activityRepository->getActivityParticipants($activity)
->map(function ($participant) {
return [
'id' => $participant->id,
'user_id' => $participant->user_id,
'contact_id' => $participant->contact_id,
'lead_id' => $participant->lead_id,
];
});
if ($participantsOldState->isNotEmpty()) {
Log::info('[MatchActivityCrmData] Participants old state', [
'activity' => $this->activityId,
'participants' => $participantsOldState->toArray(),
]);
}
$activity->participants()->update([
'user_id' => null,
'contact_id' => null,
'lead_id' => null,
]);
}
private function switchCrmConfigurationIfNeeded(Activity $activity): void
{
if ($this->fromConfiguration === null) {
return;
}
if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {
return;
}
Log::info('[MatchActivityCrmData] Switching CRM configuration', [
'activity' => $this->activityId,
'old_configuration' => $activity->getCrm()?->getId(),
'new_configuration' => $this->fromConfiguration->getId(),
]);
$activity->update([
'crm_configuration_id' => $this->fromConfiguration->getId(),
'crm_provider_id' => null,
]);
}
}
Sync Changes
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Code changed:
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19
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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"}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
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2026-05-11T07:13:12.863157+00:00
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Notion Calendar
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monitor_1
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Firefox FileEditViewHistoryBookmarksProfilesToolsW Firefox FileEditViewHistoryBookmarksProfilesToolsWindowHelp<DEV (docker)• жз• Support Daily • in 4h 47 mDOCKERDEV (docker)882APP (-zsh)masterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ devroot@docker_lamp_1:/home/jiminny# ]-zsh84-zsh885100% <78• Mon 11 May 10:13:12181screenpipe"O 86DEV...
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Firefox FileEditViewHistoryBookmarksProfilesToolsW Firefox FileEditViewHistoryBookmarksProfilesToolsWindowHelp<DEV (docker)• жз• Support Daily • in 4h 47 mDOCKERDEV (docker)882APP (-zsh)masterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ devroot@docker_lamp_1:/home/jiminny# ]-zsh84-zsh885100% <78• Mon 11 May 10:13:12181screenpipe"O 86DEV...
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faVsco.js – HandleHubspotRateLimit.php
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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
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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IDE and Project Settings
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Code changed:
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Middleware;
use Illuminate\Support\Facades\Log;
use Jiminny\Exceptions\RateLimitException;
/**
* Job middleware that catches RateLimitException from HubSpot API calls
* and releases the job back to the queue with the appropriate delay.
*/
class HandleHubspotRateLimit
{
private const int MAX_RETRY_DELAY = 600;
private const int MIN_RETRY_DELAY = 1;
private const int JITTER_SECONDS = 5;
public function handle(object $job, callable $next): void
{
try {
$next($job);
} catch (RateLimitException $e) {
$delay = max(self::MIN_RETRY_DELAY, min($e->getRetryAfter(), self::MAX_RETRY_DELAY));
$delay += random_int(0, self::JITTER_SECONDS);
$attempts = $job->attempts();
if ($attempts <= 3 || $attempts % 10 === 0) {
Log::info('[HandleHubspotRateLimit] Rate limit caught, releasing job with delay', [
'job_class' => $job::class,
'attempts' => $attempts,
'retry_after' => $e->getRetryAfter(),
'delay' => $delay,
]);
}
$job->release($delay);
}
}
}
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|
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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":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Middleware;\n\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Exceptions\\RateLimitException;\n\n/**\n * Job middleware that catches RateLimitException from HubSpot API calls\n * and releases the job back to the queue with the appropriate delay.\n */\nclass HandleHubspotRateLimit\n{\n private const int MAX_RETRY_DELAY = 600;\n private const int MIN_RETRY_DELAY = 1;\n private const int JITTER_SECONDS = 5;\n\n public function handle(object $job, callable $next): void\n {\n try {\n $next($job);\n } catch (RateLimitException $e) {\n $delay = max(self::MIN_RETRY_DELAY, min($e->getRetryAfter(), self::MAX_RETRY_DELAY));\n $delay += random_int(0, self::JITTER_SECONDS);\n\n $attempts = $job->attempts();\n if ($attempts <= 3 || $attempts % 10 === 0) {\n Log::info('[HandleHubspotRateLimit] Rate limit caught, releasing job with delay', [\n 'job_class' => $job::class,\n 'attempts' => $attempts,\n 'retry_after' => $e->getRetryAfter(),\n 'delay' => $delay,\n ]);\n }\n\n $job->release($delay);\n }\n }\n}","depth":4,"bounds":{"left":0.11968085,"top":0.035913806,"width":0.29886967,"height":0.9640862},"on_screen":true,"lines":[{"char_start":153,"char_count":73,"bounds":{"left":0.11968085,"top":0.0,"width":0.18650267,"height":0.014365523}},{"char_start":226,"char_count":70,"bounds":{"left":0.11968085,"top":0.0,"width":0.17885639,"height":0.014365523}}],"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Middleware;\n\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Exceptions\\RateLimitException;\n\n/**\n * Job middleware that catches RateLimitException from HubSpot API calls\n * and releases the job back to the queue with the appropriate delay.\n */\nclass HandleHubspotRateLimit\n{\n private const int MAX_RETRY_DELAY = 600;\n private const int MIN_RETRY_DELAY = 1;\n private const int JITTER_SECONDS = 5;\n\n public function handle(object $job, callable $next): void\n {\n try {\n $next($job);\n } catch (RateLimitException $e) {\n $delay = max(self::MIN_RETRY_DELAY, min($e->getRetryAfter(), self::MAX_RETRY_DELAY));\n $delay += random_int(0, self::JITTER_SECONDS);\n\n $attempts = $job->attempts();\n if ($attempts <= 3 || $attempts % 10 === 0) {\n Log::info('[HandleHubspotRateLimit] Rate limit caught, releasing job with delay', [\n 'job_class' => $job::class,\n 'attempts' => $attempts,\n 'retry_after' => $e->getRetryAfter(),\n 'delay' => $delay,\n ]);\n }\n\n $job->release($delay);\n }\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}]...
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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\Jobs\Middleware;
use Illuminate\Support\Facades\Log;
use Jiminny\Exceptions\RateLimitException;
/**
* Job middleware that catches RateLimitException from HubSpot API calls
* and releases the job back to the queue with the appropriate delay.
*/
class HandleHubspotRateLimit
{
private const int MAX_RETRY_DELAY = 600;
private const int MIN_RETRY_DELAY = 1;
private const int JITTER_SECONDS = 5;
public function handle(object $job, callable $next): void
{
try {
$next($job);
} catch (RateLimitException $e) {
$delay = max(self::MIN_RETRY_DELAY, min($e->getRetryAfter(), self::MAX_RETRY_DELAY));
$delay += random_int(0, self::JITTER_SECONDS);
$attempts = $job->attempts();
if ($attempts <= 3 || $attempts % 10 === 0) {
Log::info('[HandleHubspotRateLimit] Rate limit caught, releasing job with delay', [
'job_class' => $job::class,
'attempts' => $attempts,
'retry_after' => $e->getRetryAfter(),
'delay' => $delay,
]);
}
$job->release($delay);
}
}
}
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faVsco.js – UserAutomatedReportsController.php
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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\Http\Controllers\API\UserAutomatedReports;
use Illuminate\Support\Carbon;
use Illuminate\Http\JsonResponse;
use Jiminny\Exceptions\ApplicationException;
use Jiminny\Http\Controllers\Controller;
use Jiminny\Http\Responses\Api\Response;
use Jiminny\Models\User;
use Jiminny\Repositories\AutomatedReportsRepository;
use Jiminny\Services\ApiResponseService;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
use Jiminny\Services\PlanhatService;
use Illuminate\Http\Request;
use Throwable;
class UserAutomatedReportsController extends Controller
{
public const int RESULTS_PER_PAGE = 25;
public const string SORT_COLUMN = 'sort_column';
public const string SORT_DIRECTION = 'sort_direction';
public function __construct(
private readonly AutomatedReportsRepository $automatedReportsRepository,
private readonly AutomatedReportsService $automatedReportsService,
private readonly ApiResponseService $apiResponseService,
private readonly Response $response,
private readonly PlanhatService $planhatService,
) {
parent::__construct();
}
public function trackInterest(Request $request): JsonResponse
{
/** @var User $user */
$user = $request->user();
defer(
fn () => $this->planhatService->track(
user: $user,
event: 'automated-reports-track-interest',
)
)->always();
return $this->response->withOk();
}
/**
* @throws ApplicationException
*/
public function list(Request $request): JsonResponse
{
/** @var User $user */
$user = $request->user();
$teamIds = $request->has('team')
? (array) $request->get('team')
: [];
$reportTypes = $request->has('report_type')
? (array) $request->get('report_type')
: [];
$name = $request->has('name') ? trim($request->get('name', '')) : null;
try {
$fromDate = $request->has('from_date') ? Carbon::parse($request->get('from_date')) : null;
$toDate = $request->has('to_date') ? Carbon::parse($request->get('to_date')) : null;
} catch (\Exception) {
return $this->response->errorWrongArgs('Invalid date.');
}
$page = $request->has('page') ? (int) $request->get('page') : 1;
$sort = ReportSort::tryFrom(
$request->get(self::SORT_COLUMN, '')
) ?? ReportSort::GENERATED_AT;
$sortDirection = ReportSortDirection::tryFrom(
strtolower($request->get(self::SORT_DIRECTION, ''))
) ?? ReportSortDirection::DESC;
$paginatedUserReports = $this->automatedReportsRepository->getPaginatedUserReports(
user: $user,
sort: $sort,
sortDirection: $sortDirection,
resultsPerPage: self::RESULTS_PER_PAGE,
page: $page,
fromDate: $fromDate,
toDate: $toDate,
teamIds: array_map('intval', $teamIds),
reportTypes: $reportTypes,
name: $name,
);
$reportResults = $this->automatedReportsService->transformReportResults(
$paginatedUserReports->getCollection()
);
$team = $user->getTeam();
$reportTypeFilter = $this->automatedReportsService->getReportTypeFieldData(
shortVersion: true,
team: $team
);
$data = $this->apiResponseService->fromPaginatorToArray(
paginator: $paginatedUserReports,
data: $reportResults,
moreMeta: [
self::SORT_COLUMN => $sort->value,
self::SORT_DIRECTION => $sortDirection->value,
],
filters: [
$reportTypeFilter['id'] => $reportTypeFilter,
],
);
return $this->response->withArray($data);
}
public function delete(Request $request, string $uuid): JsonResponse
{
/** @var User $user */
$user = $request->user();
try {
$result = $this->automatedReportsRepository->findResultByUuidForUser($uuid, $user);
if ($result === null) {
return new JsonResponse(
data: ['error' => 'Report not found'],
status: JsonResponse::HTTP_NOT_FOUND
);
}
$result->delete();
return new JsonResponse(null, JsonResponse::HTTP_NO_CONTENT);
} catch (Throwable $e) {
return new JsonResponse(
data: ['error' => 'Failed to delete report result'],
status: JsonResponse::HTTP_INTERNAL_SERVER_ERROR
);
}
}
}
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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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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"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,"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 Connections","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"AskJiminnyReportActivityServiceTest","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'AskJiminnyReportActivityServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'AskJiminnyReportActivityServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"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":"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":"AXStaticText","text":"14","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"2","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},{"role":"AXButton","text":"Next Highlighted 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\\Http\\Controllers\\API\\UserAutomatedReports;\n\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Http\\JsonResponse;\nuse Jiminny\\Exceptions\\ApplicationException;\nuse Jiminny\\Http\\Controllers\\Controller;\nuse Jiminny\\Http\\Responses\\Api\\Response;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\AutomatedReportsRepository;\nuse Jiminny\\Services\\ApiResponseService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\nuse Jiminny\\Services\\PlanhatService;\nuse Illuminate\\Http\\Request;\nuse Throwable;\n\nclass UserAutomatedReportsController extends Controller\n{\n public const int RESULTS_PER_PAGE = 25;\n\n public const string SORT_COLUMN = 'sort_column';\n\n public const string SORT_DIRECTION = 'sort_direction';\n\n public function __construct(\n private readonly AutomatedReportsRepository $automatedReportsRepository,\n private readonly AutomatedReportsService $automatedReportsService,\n private readonly ApiResponseService $apiResponseService,\n private readonly Response $response,\n private readonly PlanhatService $planhatService,\n ) {\n parent::__construct();\n }\n\n public function trackInterest(Request $request): JsonResponse\n {\n /** @var User $user */\n $user = $request->user();\n\n defer(\n fn () => $this->planhatService->track(\n user: $user,\n event: 'automated-reports-track-interest',\n )\n )->always();\n\n return $this->response->withOk();\n }\n\n /**\n * @throws ApplicationException\n */\n public function list(Request $request): JsonResponse\n {\n /** @var User $user */\n $user = $request->user();\n\n $teamIds = $request->has('team')\n ? (array) $request->get('team')\n : [];\n $reportTypes = $request->has('report_type')\n ? (array) $request->get('report_type')\n : [];\n $name = $request->has('name') ? trim($request->get('name', '')) : null;\n\n try {\n $fromDate = $request->has('from_date') ? Carbon::parse($request->get('from_date')) : null;\n $toDate = $request->has('to_date') ? Carbon::parse($request->get('to_date')) : null;\n } catch (\\Exception) {\n return $this->response->errorWrongArgs('Invalid date.');\n }\n\n $page = $request->has('page') ? (int) $request->get('page') : 1;\n $sort = ReportSort::tryFrom(\n $request->get(self::SORT_COLUMN, '')\n ) ?? ReportSort::GENERATED_AT;\n $sortDirection = ReportSortDirection::tryFrom(\n strtolower($request->get(self::SORT_DIRECTION, ''))\n ) ?? ReportSortDirection::DESC;\n\n $paginatedUserReports = $this->automatedReportsRepository->getPaginatedUserReports(\n user: $user,\n sort: $sort,\n sortDirection: $sortDirection,\n resultsPerPage: self::RESULTS_PER_PAGE,\n page: $page,\n fromDate: $fromDate,\n toDate: $toDate,\n teamIds: array_map('intval', $teamIds),\n reportTypes: $reportTypes,\n name: $name,\n );\n\n $reportResults = $this->automatedReportsService->transformReportResults(\n $paginatedUserReports->getCollection()\n );\n $team = $user->getTeam();\n $reportTypeFilter = $this->automatedReportsService->getReportTypeFieldData(\n shortVersion: true,\n team: $team\n );\n\n $data = $this->apiResponseService->fromPaginatorToArray(\n paginator: $paginatedUserReports,\n data: $reportResults,\n moreMeta: [\n self::SORT_COLUMN => $sort->value,\n self::SORT_DIRECTION => $sortDirection->value,\n ],\n filters: [\n $reportTypeFilter['id'] => $reportTypeFilter,\n ],\n );\n\n return $this->response->withArray($data);\n }\n\n public function delete(Request $request, string $uuid): JsonResponse\n {\n /** @var User $user */\n $user = $request->user();\n\n try {\n $result = $this->automatedReportsRepository->findResultByUuidForUser($uuid, $user);\n\n if ($result === null) {\n return new JsonResponse(\n data: ['error' => 'Report not found'],\n status: JsonResponse::HTTP_NOT_FOUND\n );\n }\n\n $result->delete();\n\n return new JsonResponse(null, JsonResponse::HTTP_NO_CONTENT);\n } catch (Throwable $e) {\n return new JsonResponse(\n data: ['error' => 'Failed to delete report result'],\n status: JsonResponse::HTTP_INTERNAL_SERVER_ERROR\n );\n }\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Http\\Controllers\\API\\UserAutomatedReports;\n\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Http\\JsonResponse;\nuse Jiminny\\Exceptions\\ApplicationException;\nuse Jiminny\\Http\\Controllers\\Controller;\nuse Jiminny\\Http\\Responses\\Api\\Response;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\AutomatedReportsRepository;\nuse Jiminny\\Services\\ApiResponseService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\nuse Jiminny\\Services\\PlanhatService;\nuse Illuminate\\Http\\Request;\nuse Throwable;\n\nclass UserAutomatedReportsController extends Controller\n{\n public const int RESULTS_PER_PAGE = 25;\n\n public const string SORT_COLUMN = 'sort_column';\n\n public const string SORT_DIRECTION = 'sort_direction';\n\n public function __construct(\n private readonly AutomatedReportsRepository $automatedReportsRepository,\n private readonly AutomatedReportsService $automatedReportsService,\n private readonly ApiResponseService $apiResponseService,\n private readonly Response $response,\n private readonly PlanhatService $planhatService,\n ) {\n parent::__construct();\n }\n\n public function trackInterest(Request $request): JsonResponse\n {\n /** @var User $user */\n $user = $request->user();\n\n defer(\n fn () => $this->planhatService->track(\n user: $user,\n event: 'automated-reports-track-interest',\n )\n )->always();\n\n return $this->response->withOk();\n }\n\n /**\n * @throws ApplicationException\n */\n public function list(Request $request): JsonResponse\n {\n /** @var User $user */\n $user = $request->user();\n\n $teamIds = $request->has('team')\n ? (array) $request->get('team')\n : [];\n $reportTypes = $request->has('report_type')\n ? (array) $request->get('report_type')\n : [];\n $name = $request->has('name') ? trim($request->get('name', '')) : null;\n\n try {\n $fromDate = $request->has('from_date') ? Carbon::parse($request->get('from_date')) : null;\n $toDate = $request->has('to_date') ? Carbon::parse($request->get('to_date')) : null;\n } catch (\\Exception) {\n return $this->response->errorWrongArgs('Invalid date.');\n }\n\n $page = $request->has('page') ? (int) $request->get('page') : 1;\n $sort = ReportSort::tryFrom(\n $request->get(self::SORT_COLUMN, '')\n ) ?? ReportSort::GENERATED_AT;\n $sortDirection = ReportSortDirection::tryFrom(\n strtolower($request->get(self::SORT_DIRECTION, ''))\n ) ?? ReportSortDirection::DESC;\n\n $paginatedUserReports = $this->automatedReportsRepository->getPaginatedUserReports(\n user: $user,\n sort: $sort,\n sortDirection: $sortDirection,\n resultsPerPage: self::RESULTS_PER_PAGE,\n page: $page,\n fromDate: $fromDate,\n toDate: $toDate,\n teamIds: array_map('intval', $teamIds),\n reportTypes: $reportTypes,\n name: $name,\n );\n\n $reportResults = $this->automatedReportsService->transformReportResults(\n $paginatedUserReports->getCollection()\n );\n $team = $user->getTeam();\n $reportTypeFilter = $this->automatedReportsService->getReportTypeFieldData(\n shortVersion: true,\n team: $team\n );\n\n $data = $this->apiResponseService->fromPaginatorToArray(\n paginator: $paginatedUserReports,\n data: $reportResults,\n moreMeta: [\n self::SORT_COLUMN => $sort->value,\n self::SORT_DIRECTION => $sortDirection->value,\n ],\n filters: [\n $reportTypeFilter['id'] => $reportTypeFilter,\n ],\n );\n\n return $this->response->withArray($data);\n }\n\n public function delete(Request $request, string $uuid): JsonResponse\n {\n /** @var User $user */\n $user = $request->user();\n\n try {\n $result = $this->automatedReportsRepository->findResultByUuidForUser($uuid, $user);\n\n if ($result === null) {\n return new JsonResponse(\n data: ['error' => 'Report not found'],\n status: JsonResponse::HTTP_NOT_FOUND\n );\n }\n\n $result->delete();\n\n return new JsonResponse(null, JsonResponse::HTTP_NO_CONTENT);\n } catch (Throwable $e) {\n return new JsonResponse(\n data: ['error' => 'Failed to delete report result'],\n status: JsonResponse::HTTP_INTERNAL_SERVER_ERROR\n );\n }\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},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"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,"on_screen":true,"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,"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":0.0,"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":"AXButton","text":"Expand Selected","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":"AXButton","text":"Collapse All","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":"AXButton","text":"Options","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":"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}]...
|
-6368793462461117480
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-2763775970121762291
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accessibility
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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
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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2
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<?php
declare(strict_types=1);
namespace Jiminny\Http\Controllers\API\UserAutomatedReports;
use Illuminate\Support\Carbon;
use Illuminate\Http\JsonResponse;
use Jiminny\Exceptions\ApplicationException;
use Jiminny\Http\Controllers\Controller;
use Jiminny\Http\Responses\Api\Response;
use Jiminny\Models\User;
use Jiminny\Repositories\AutomatedReportsRepository;
use Jiminny\Services\ApiResponseService;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
use Jiminny\Services\PlanhatService;
use Illuminate\Http\Request;
use Throwable;
class UserAutomatedReportsController extends Controller
{
public const int RESULTS_PER_PAGE = 25;
public const string SORT_COLUMN = 'sort_column';
public const string SORT_DIRECTION = 'sort_direction';
public function __construct(
private readonly AutomatedReportsRepository $automatedReportsRepository,
private readonly AutomatedReportsService $automatedReportsService,
private readonly ApiResponseService $apiResponseService,
private readonly Response $response,
private readonly PlanhatService $planhatService,
) {
parent::__construct();
}
public function trackInterest(Request $request): JsonResponse
{
/** @var User $user */
$user = $request->user();
defer(
fn () => $this->planhatService->track(
user: $user,
event: 'automated-reports-track-interest',
)
)->always();
return $this->response->withOk();
}
/**
* @throws ApplicationException
*/
public function list(Request $request): JsonResponse
{
/** @var User $user */
$user = $request->user();
$teamIds = $request->has('team')
? (array) $request->get('team')
: [];
$reportTypes = $request->has('report_type')
? (array) $request->get('report_type')
: [];
$name = $request->has('name') ? trim($request->get('name', '')) : null;
try {
$fromDate = $request->has('from_date') ? Carbon::parse($request->get('from_date')) : null;
$toDate = $request->has('to_date') ? Carbon::parse($request->get('to_date')) : null;
} catch (\Exception) {
return $this->response->errorWrongArgs('Invalid date.');
}
$page = $request->has('page') ? (int) $request->get('page') : 1;
$sort = ReportSort::tryFrom(
$request->get(self::SORT_COLUMN, '')
) ?? ReportSort::GENERATED_AT;
$sortDirection = ReportSortDirection::tryFrom(
strtolower($request->get(self::SORT_DIRECTION, ''))
) ?? ReportSortDirection::DESC;
$paginatedUserReports = $this->automatedReportsRepository->getPaginatedUserReports(
user: $user,
sort: $sort,
sortDirection: $sortDirection,
resultsPerPage: self::RESULTS_PER_PAGE,
page: $page,
fromDate: $fromDate,
toDate: $toDate,
teamIds: array_map('intval', $teamIds),
reportTypes: $reportTypes,
name: $name,
);
$reportResults = $this->automatedReportsService->transformReportResults(
$paginatedUserReports->getCollection()
);
$team = $user->getTeam();
$reportTypeFilter = $this->automatedReportsService->getReportTypeFieldData(
shortVersion: true,
team: $team
);
$data = $this->apiResponseService->fromPaginatorToArray(
paginator: $paginatedUserReports,
data: $reportResults,
moreMeta: [
self::SORT_COLUMN => $sort->value,
self::SORT_DIRECTION => $sortDirection->value,
],
filters: [
$reportTypeFilter['id'] => $reportTypeFilter,
],
);
return $this->response->withArray($data);
}
public function delete(Request $request, string $uuid): JsonResponse
{
/** @var User $user */
$user = $request->user();
try {
$result = $this->automatedReportsRepository->findResultByUuidForUser($uuid, $user);
if ($result === null) {
return new JsonResponse(
data: ['error' => 'Report not found'],
status: JsonResponse::HTTP_NOT_FOUND
);
}
$result->delete();
return new JsonResponse(null, JsonResponse::HTTP_NO_CONTENT);
} catch (Throwable $e) {
return new JsonResponse(
data: ['error' => 'Failed to delete report result'],
status: JsonResponse::HTTP_INTERNAL_SERVER_ERROR
);
}
}
}
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[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"}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
|
16721
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2026-05-11T09:40:05.446628+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778492405446_m2.jpg...
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PhpStorm
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faVsco.js – Client.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
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
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2
67
3
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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 $e): int
{
if (method_exists($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"],
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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 $e): int\n {\n if (method_exists($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 $e): int\n {\n if (method_exists($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":0.6296542,"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":0.8818835},"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}]...
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1512401689050609212
|
6666848987523188836
|
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 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 $e): int
{
if (method_exists($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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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\Console\Commands;
use Carbon\Carbon;
use Carbon\CarbonImmutable;
use Illuminate\Console\Command;
use Illuminate\Support\Facades\Redis;
use InvalidArgumentException;
use Jiminny\Jobs\AutomatedReports\RequestGenerateAskJiminnyReportJob;
use Jiminny\Jobs\AutomatedReports\SendReportMailJob;
use Jiminny\Jobs\Crm\Delete\VerifyActivityCrmTaskJob;
use Jiminny\Jobs\Crm\MatchActivityCrmData;
use Jiminny\Jobs\JobDispatcherInterface;
use Jiminny\Models\Activity;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Repositories\AutomatedReportsRepository;
use Jiminny\Services\Activity\CrmOwnerResolver;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\UserPilot\UserPilotClient;
/**
* Class JiminnyDebugCommand
*
* @package Jiminny\Console\Commands
*/
class JiminnyDebugCommand extends Command
{
public const string FREQUENCY_DAILY = 'daily';
public const string FREQUENCY_WEEKLY = 'weekly';
public const string FREQUENCY_MONTHLY = 'monthly';
public const string FREQUENCY_QUARTERLY = 'quarterly';
public const string FREQUENCY_ONE_OFF = 'one_off';
protected $signature = 'jiminny:debug';
public function handle(
JobDispatcherInterface $jobDispatcher,
AutomatedReportsService $automatedReportsService,
AutomatedReportsRepository $automatedReportsRepository,
UserPilotClient $userPilotClient
): void {
// Choose ONE of the following to run, then comment out the others.
// 1) Dispatch a storm of MatchActivityCrmData jobs against team 2
$this->simulateMatchActivityStorm(teamId: 2, count: 100);
// 2) Dispatch a storm of VerifyActivityCrmTaskJob jobs (simulates DeleteCrmEntityTrait fan-out)
// $this->simulateVerifyTaskStorm(teamId: 2, count: 100);
// 3) Inspect Redis circuit-breaker state for the team's HubSpot portal
// $this->observeRateLimitCache(teamId: 2);
// 4) Make 3 synchronous matchByName calls (foreground, hits API directly)
// $this->rateLimit();
exit(1);
$report = AutomatedReport::find(71);
$last = AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)
->whereDate('created_at', CarbonImmutable::now()->toDateString())
->latest()
->first();
$this->info("Last: {$last->getId()}");
exit(1);
$user = User::find(143);
// $count = $automatedReportsRepository->countUserReports($user);
// $this->info("Count: {$count}");
// $count = $automatedReportsRepository->countAllUserReports($user);
// $this->info("All count: {$count}");
$payload = [
'report_type' => 'ask_jiminny',
'frequency' => 'weekly',
];
$userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);
exit(1);
$now = Carbon::now()->subDay(1);
$this->info("Now: {$now->toDateTimeString()}");
$weekStart = Carbon::getWeekStartsAt();
$this->info("Now: {$weekStart}");
// $from = $now->copy()->previousWeekday()->startOfDay();
// $to = $now->copy()->previousWeekday()->endOfDay();
// $fromOld = $now->copy()->subWeeks(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subWeek()->startOfWeek();
// $toNew = $now->copy()->subWeek()->endOfWeek();
// $fromOld = $now->copy()->subMonths(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();
// $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();
$fromOld = $now->copy()->subMonths(3)->startOfDay();
$toOld = $now->copy()->subDay()->endOfDay();
$fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();
$toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();
$this->info("From old: {$fromOld->toDateTimeString()}");
$this->info("To old: {$toOld->toDateTimeString()}");
$this->info("From new: {$fromNew->toDateTimeString()}");
$this->info("To new: {$toNew->toDateTimeString()}");
exit(1);
$report = AutomatedReport::find(71);
$job = new RequestGenerateAskJiminnyReportJob($report->getUuid());
$jobDispatcher->dispatch($job);
exit(1);
// $this->formatDate($jobDispatcher);
// $this->sendMail($jobDispatcher, $automatedReportsService);
// $this->crmService();
$this->getPayload($automatedReportsService);
exit(1);
}
private function crmService()
{
$activity = Activity::find(418141);
$team = Team::find(19);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
$crmService->createTranscriptNotes($activity);
}
private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)
{
$reportUuid = '';
// $report = $automatedReportsService->getReportResult($reportUuid);
$report = AutomatedReportResult::find(275);
$validRecipients = $automatedReportsService->getValidRecipientUsers(
$report->getReport(),
includeJiminny: true,
);
$recipient = $validRecipients[0];
$fileName = $automatedReportsService->getReportFileName($report);
$typeName = $report->getReport()->getCustomName()
?? $automatedReportsService->getReportTypeName($report);
$teamsName = $automatedReportsService->getReportTeamsName($report);
$periodName = $automatedReportsService->getReportPeriodName($report);
$s3Path = $automatedReportsService->getMediaPath($report);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));
$jobDispatcher->dispatch(
new SendReportMailJob(
reportUuid: $report->getUuid(),
s3Path: $s3Path,
recipientEmail: $recipient['email'],
recipientName: $recipient['name'] ?? null,
fileName: $fileName,
typeName: $typeName,
teamsName: $teamsName,
periodName: $periodName,
isAskJiminny: true,
)
);
exit(1);
}
private function formatDate(JobDispatcherInterface $jobDispatcher): void
{
$customName = 'Custom report name';
// $frequency = self::FREQUENCY_DAILY;
// $frequency = self::FREQUENCY_WEEKLY;
$frequency = self::FREQUENCY_MONTHLY;
// $frequency = self::FREQUENCY_QUARTERLY;
// $frequency = self::FREQUENCY_ONE_OFF;
$period = $this->calculateFromAndToDatePeriod($frequency);
$from = $period['fromDate'];
$to = $period['toDate'];
$periodName = $this->formatReportPeriodName($frequency, $from, $to);
$filenameSuffix = null;
if ($customName) {
if ($filenameSuffix) {
$customName .= " {$filenameSuffix}";
}
$result = $this->sanitizeFileName("{$customName} - {$periodName}");
}
$this->info($result);
}
public function calculateFromAndToDatePeriod(
string $frequency,
?Carbon $fromDate = null,
?Carbon $toDate = null
): array {
if ($frequency === self::FREQUENCY_ONE_OFF) {
return [
'fromDate' => $fromDate,
'toDate' => $toDate,
];
}
$now = Carbon::now();
return match ($frequency) {
self::FREQUENCY_DAILY => [
'fromDate' => $now->copy()->subDay()->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_WEEKLY => [
'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_MONTHLY => [
'fromDate' => $now->copy()->subMonths(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_QUARTERLY => [
'fromDate' => $now->copy()->subMonths(3)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
default => throw new InvalidArgumentException("Unsupported frequency: {$frequency}"),
};
}
private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string
{
$fromYear = $from->format('Y');
$toYear = $to->format('Y');
$differentYears = $fromYear !== $toYear;
switch ($frequency) {
case self::FREQUENCY_DAILY:
return $from->format('j M Y');
case self::FREQUENCY_QUARTERLY:
// 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ
$startMonth = $from->format('M');
$endMonth = $to->copy()->subMonth();
$endMonthName = $endMonth->format('M');
$endMonthYear = $endMonth->format('Y');
if ($differentYears) {
return "{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}";
}
return "{$startMonth} - {$endMonthName} {$toYear}";
case self::FREQUENCY_MONTHLY:
// 'May 2025' - monthly reports are always within the same year
return $from->format('M Y');
case self::FREQUENCY_WEEKLY:
// '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ
$startDay = $from->format('j');
$endDay = $to->format('j');
$startMonth = $from->format('M');
$endMonth = $to->format('M');
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
if ($startMonth !== $endMonth) {
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
}
return "{$startDay} - {$endDay} {$endMonth} {$toYear}";
case self::FREQUENCY_ONE_OFF:
// '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ
$startDay = $from->format('j');
$startMonth = $from->format('M');
$endDay = $to->format('j');
$endMonth = $to->format('M');
// If same month and year, use a format like '2-31 May 2025'
if ($startMonth === $endMonth && ! $differentYears) {
return "{$startDay} - {$endDay} {$startMonth} {$toYear}";
}
// If different years, include both years
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
// Same year but different months
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
default:
// Default format for unknown frequencies
return $from->format('j M Y') . ' - ' . $to->format('j M Y');
}
}
public function sanitizeFileName(string $fileName): string
{
return str_replace(['/', '\\'], '-', $fileName);
}
private function getPayload(AutomatedReportsService $automatedReportsService)
{
$reportResult = AutomatedReportResult::find(269);
$automatedReport = $reportResult->getReport();
$activityIds = [1,2,3];
$payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(
automatedReport: $automatedReport,
reportResult: $reportResult,
activityIds: $activityIds,
);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));
}
private function rateLimit()
{
$team = Team::find(2);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
for ($i = 0 ; $i < 3; $i++) {
// if ($i % 25 === 0) {
// $this->info("Syncing opportunity {$i}");
$this->info("Matching contact {$i}");
// }
// $crmService->syncOpportunity('374720564');
$crmService->matchByName('Robot');
}
}
private function simulateMatchActivityStorm(int $teamId = 2, int $count = 100): void
{
$team = Team::find($teamId);
$config = $team->getCrmConfiguration();
$activities = Activity::query()
->where('crm_configuration_id', $config->getId())
->orderByDesc('id')
->limit($count)
->get();
$this->info("Dispatching {$activities->count()} MatchActivityCrmData jobs (portal={$config->getId()})");
foreach ($activities as $activity) {
MatchActivityCrmData::dispatch($activity->getId(), $config, true);
}
$this->info('Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.');
}
private function simulateVerifyTaskStorm(int $teamId = 2, int $count = 100): void
{
$activities = Activity::query()
->where('team_id', $teamId)
->whereNotNull('crm_provider_id')
->orderByDesc('id')
->limit($count)
->get();
$this->info("Dispatching {$activities->count()} VerifyActivityCrmTaskJob jobs");
foreach ($activities as $activity) {
VerifyActivityCrmTaskJob::dispatch($activity->getId());
}
$this->info('Done.');
}
private function observeRateLimitCache(int $teamId = 2): void
{
$team = Team::find($teamId);
$config = $team->getCrmConfiguration();
$key = sprintf('hubspot:ratelimit:portal:%d', $config->getId());
$value = Redis::get($key);
$ttl = Redis::ttl($key);
$this->info("Redis key: {$key}");
$this->info('Value: ' . ($value ?? '(empty)'));
$this->info("TTL: {$ttl}s");
}
}
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
https://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624
https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0
SELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;
# 609126 softphone tr. 11241
SELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;
# 608874 conference tr. 11226 crmId: 103422236596
select * from ai_prompts where transcription_id IN (11241, 11226);
select * from activity_summary_logs where activity_id = 608874;
select * from sidekick_settings;
select * from default_activity_types;
select * from crm_field_data where activity_id = 1223;
select * from crm_layouts where crm_configuration_id = 2;
SELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);
select * from crm_fields where crm_configuration_id = 11 and object_type = 'event';
SELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);
SELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;
SELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);
SELECT
CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,
u.email,
sa.*,
t.owner_id FROM social_accounts sa
JOIN users u
on u.id = sa.sociable_id
JOIN teams t on t.id = u.team_id
WHERE u.team_id = 2 and sa.provider = 'hubspot';
select * from social_accounts where id = 1499;
select * from opportunities where team_id = 2
and crm_provider_id IN ('51317301383');
select * from contacts where id = 85;
select * from opportunities where team_id = 2 order by id desc;
select * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112
select * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112
select * from opportunity_contacts where opportunity_id = 5117;
select * from crm_field_data where object_id = 1365;
SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);
select * from features;
select * from team_features where team_id IN (1);
select * from team_features where feature_id IN (36);
SHOW CREATE TABLE opportunity_contacts;
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';
# $slug = 'HUBSPOT_WEBHOOK_SYNC';
# $team = Jiminny\Models\Team::find(2);
# $feature = Feature::query()->where('slug', $slug)->first();
# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);
# hubspot_webhook_metrics
select * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365
SELECT * FROM opportunity_contacts WHERE opportunity_id = '414';
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';
select * from contacts where id in (414, 464);
select * from activities where crm_configuration_id = 2;
select settings from crm_configurations where id = 11;
select * from teams; # 1, 2
select * from users;
select * from crm_configurations where id = 39;
select * from team_features where team_id = 2;
select * from features;
# SELECT * FROM opportunities WHERE crm_configuration_id = 2
# order by id desc;
# and crm_provider_id = '49908861993';
select * from activity_providers where id IN (443, 202, 203, 227);
select * from activity_imports where id = 795889;
select c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id
where c.provider = 'hubspot';
select * from crm_configurations crm JOIN teams t on crm.team_id = t.id
where provider = 'hubspot';
SELECT * FROM teams WHERE id = 31;
SELECT * FROM users WHERE id = 257;
SELECT * FROM opportunities WHERE team_id = 2;
select * from opportunity_contacts where opportunity_id = 5124;
select * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)
select * from activities where crm_configuration_id = 13;
SELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141
select id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;
SELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;
SELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;
SELECT * FROM contacts WHERE team_id = 2 order by id desc;
select * from opportunity_contacts where contact_id = 6223;
SELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;
select * from crm_profiles where crm_configuration_id = 2;
select * from activities where account_id = 46;
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Jiminny\\Jobs\\Crm\\MatchActivityCrmData;\nuse Jiminny\\Jobs\\JobDispatcherInterface;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\AutomatedReportsRepository;\nuse Jiminny\\Services\\Activity\\CrmOwnerResolver;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\UserPilot\\UserPilotClient;\n\n/**\n * Class JiminnyDebugCommand\n *\n * @package Jiminny\\Console\\Commands\n */\nclass JiminnyDebugCommand extends Command\n{\n public const string FREQUENCY_DAILY = 'daily';\n public const string FREQUENCY_WEEKLY = 'weekly';\n public const string FREQUENCY_MONTHLY = 'monthly';\n public const string FREQUENCY_QUARTERLY = 'quarterly';\n public const string FREQUENCY_ONE_OFF = 'one_off';\n protected $signature = 'jiminny:debug';\n\n public function handle(\n JobDispatcherInterface $jobDispatcher,\n AutomatedReportsService $automatedReportsService,\n AutomatedReportsRepository $automatedReportsRepository,\n UserPilotClient $userPilotClient\n ): void {\n // Choose ONE of the following to run, then comment out the others.\n // 1) Dispatch a storm of MatchActivityCrmData jobs against team 2\n $this->simulateMatchActivityStorm(teamId: 2, count: 100);\n\n // 2) Dispatch a storm of VerifyActivityCrmTaskJob jobs (simulates DeleteCrmEntityTrait fan-out)\n // $this->simulateVerifyTaskStorm(teamId: 2, count: 100);\n\n // 3) Inspect Redis circuit-breaker state for the team's HubSpot portal\n // $this->observeRateLimitCache(teamId: 2);\n\n // 4) Make 3 synchronous matchByName calls (foreground, hits API directly)\n // $this->rateLimit();\n exit(1);\n\n\n\n $report = AutomatedReport::find(71);\n $last = AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)\n ->whereDate('created_at', CarbonImmutable::now()->toDateString())\n ->latest()\n ->first();\n\n $this->info(\"Last: {$last->getId()}\");\n\n exit(1);\n\n $user = User::find(143);\n // $count = $automatedReportsRepository->countUserReports($user);\n // $this->info(\"Count: {$count}\");\n // $count = $automatedReportsRepository->countAllUserReports($user);\n // $this->info(\"All count: {$count}\");\n\n $payload = [\n 'report_type' => 'ask_jiminny',\n 'frequency' => 'weekly',\n ];\n $userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);\n\n exit(1);\n\n $now = Carbon::now()->subDay(1);\n $this->info(\"Now: {$now->toDateTimeString()}\");\n $weekStart = Carbon::getWeekStartsAt();\n $this->info(\"Now: {$weekStart}\");\n\n // $from = $now->copy()->previousWeekday()->startOfDay();\n // $to = $now->copy()->previousWeekday()->endOfDay();\n\n // $fromOld = $now->copy()->subWeeks(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subWeek()->startOfWeek();\n // $toNew = $now->copy()->subWeek()->endOfWeek();\n\n // $fromOld = $now->copy()->subMonths(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();\n // $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();\n\n $fromOld = $now->copy()->subMonths(3)->startOfDay();\n $toOld = $now->copy()->subDay()->endOfDay();\n $fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();\n $toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();\n\n $this->info(\"From old: {$fromOld->toDateTimeString()}\");\n $this->info(\"To old: {$toOld->toDateTimeString()}\");\n $this->info(\"From new: {$fromNew->toDateTimeString()}\");\n $this->info(\"To new: {$toNew->toDateTimeString()}\");\n\n exit(1);\n\n $report = AutomatedReport::find(71);\n\n $job = new RequestGenerateAskJiminnyReportJob($report->getUuid());\n $jobDispatcher->dispatch($job);\n\n exit(1);\n\n\n // $this->formatDate($jobDispatcher);\n // $this->sendMail($jobDispatcher, $automatedReportsService);\n // $this->crmService();\n\n $this->getPayload($automatedReportsService);\n\n exit(1);\n }\n\n\n\n private function crmService()\n {\n $activity = Activity::find(418141);\n\n $team = Team::find(19);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n $crmService->createTranscriptNotes($activity);\n }\n\n private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)\n {\n $reportUuid = '';\n // $report = $automatedReportsService->getReportResult($reportUuid);\n $report = AutomatedReportResult::find(275);\n $validRecipients = $automatedReportsService->getValidRecipientUsers(\n $report->getReport(),\n includeJiminny: true,\n );\n\n $recipient = $validRecipients[0];\n\n $fileName = $automatedReportsService->getReportFileName($report);\n $typeName = $report->getReport()->getCustomName()\n ?? $automatedReportsService->getReportTypeName($report);\n $teamsName = $automatedReportsService->getReportTeamsName($report);\n $periodName = $automatedReportsService->getReportPeriodName($report);\n $s3Path = $automatedReportsService->getMediaPath($report);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));\n\n $jobDispatcher->dispatch(\n new SendReportMailJob(\n reportUuid: $report->getUuid(),\n s3Path: $s3Path,\n recipientEmail: $recipient['email'],\n recipientName: $recipient['name'] ?? null,\n fileName: $fileName,\n typeName: $typeName,\n teamsName: $teamsName,\n periodName: $periodName,\n isAskJiminny: true,\n )\n );\n\n exit(1);\n }\n\n private function formatDate(JobDispatcherInterface $jobDispatcher): void\n {\n $customName = 'Custom report name';\n // $frequency = self::FREQUENCY_DAILY;\n // $frequency = self::FREQUENCY_WEEKLY;\n $frequency = self::FREQUENCY_MONTHLY;\n // $frequency = self::FREQUENCY_QUARTERLY;\n // $frequency = self::FREQUENCY_ONE_OFF;\n $period = $this->calculateFromAndToDatePeriod($frequency);\n $from = $period['fromDate'];\n $to = $period['toDate'];\n $periodName = $this->formatReportPeriodName($frequency, $from, $to);\n $filenameSuffix = null;\n\n if ($customName) {\n if ($filenameSuffix) {\n $customName .= \" {$filenameSuffix}\";\n }\n\n $result = $this->sanitizeFileName(\"{$customName} - {$periodName}\");\n }\n\n $this->info($result);\n }\n\n public function calculateFromAndToDatePeriod(\n string $frequency,\n ?Carbon $fromDate = null,\n ?Carbon $toDate = null\n ): array {\n if ($frequency === self::FREQUENCY_ONE_OFF) {\n return [\n 'fromDate' => $fromDate,\n 'toDate' => $toDate,\n ];\n }\n\n $now = Carbon::now();\n\n return match ($frequency) {\n self::FREQUENCY_DAILY => [\n 'fromDate' => $now->copy()->subDay()->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_WEEKLY => [\n 'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_MONTHLY => [\n 'fromDate' => $now->copy()->subMonths(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_QUARTERLY => [\n 'fromDate' => $now->copy()->subMonths(3)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n default => throw new InvalidArgumentException(\"Unsupported frequency: {$frequency}\"),\n };\n }\n\n private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string\n {\n $fromYear = $from->format('Y');\n $toYear = $to->format('Y');\n $differentYears = $fromYear !== $toYear;\n\n switch ($frequency) {\n case self::FREQUENCY_DAILY:\n return $from->format('j M Y');\n\n case self::FREQUENCY_QUARTERLY:\n // 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ\n $startMonth = $from->format('M');\n $endMonth = $to->copy()->subMonth();\n $endMonthName = $endMonth->format('M');\n $endMonthYear = $endMonth->format('Y');\n\n if ($differentYears) {\n return \"{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}\";\n }\n\n return \"{$startMonth} - {$endMonthName} {$toYear}\";\n\n case self::FREQUENCY_MONTHLY:\n // 'May 2025' - monthly reports are always within the same year\n return $from->format('M Y');\n\n case self::FREQUENCY_WEEKLY:\n // '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ\n $startDay = $from->format('j');\n $endDay = $to->format('j');\n $startMonth = $from->format('M');\n $endMonth = $to->format('M');\n\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n if ($startMonth !== $endMonth) {\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n return \"{$startDay} - {$endDay} {$endMonth} {$toYear}\";\n\n case self::FREQUENCY_ONE_OFF:\n // '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ\n $startDay = $from->format('j');\n $startMonth = $from->format('M');\n $endDay = $to->format('j');\n $endMonth = $to->format('M');\n\n // If same month and year, use a format like '2-31 May 2025'\n if ($startMonth === $endMonth && ! $differentYears) {\n return \"{$startDay} - {$endDay} {$startMonth} {$toYear}\";\n }\n\n // If different years, include both years\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n // Same year but different months\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n\n default:\n // Default format for unknown frequencies\n return $from->format('j M Y') . ' - ' . $to->format('j M Y');\n }\n }\n\n public function sanitizeFileName(string $fileName): string\n {\n return str_replace(['/', '\\\\'], '-', $fileName);\n }\n\n private function getPayload(AutomatedReportsService $automatedReportsService)\n {\n $reportResult = AutomatedReportResult::find(269);\n $automatedReport = $reportResult->getReport();\n $activityIds = [1,2,3];\n $payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(\n automatedReport: $automatedReport,\n reportResult: $reportResult,\n activityIds: $activityIds,\n );\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));\n }\n\n private function rateLimit()\n {\n $team = Team::find(2);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n for ($i = 0 ; $i < 3; $i++) {\n// if ($i % 25 === 0) {\n// $this->info(\"Syncing opportunity {$i}\");\n $this->info(\"Matching contact {$i}\");\n// }\n// $crmService->syncOpportunity('374720564');\n $crmService->matchByName('Robot');\n }\n }\n\n private function simulateMatchActivityStorm(int $teamId = 2, int $count = 100): void\n {\n $team = Team::find($teamId);\n $config = $team->getCrmConfiguration();\n\n $activities = Activity::query()\n ->where('crm_configuration_id', $config->getId())\n ->orderByDesc('id')\n ->limit($count)\n ->get();\n\n $this->info(\"Dispatching {$activities->count()} MatchActivityCrmData jobs (portal={$config->getId()})\");\n\n foreach ($activities as $activity) {\n MatchActivityCrmData::dispatch($activity->getId(), $config, true);\n }\n\n $this->info('Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.');\n }\n\n private function simulateVerifyTaskStorm(int $teamId = 2, int $count = 100): void\n {\n $activities = Activity::query()\n ->where('team_id', $teamId)\n ->whereNotNull('crm_provider_id')\n ->orderByDesc('id')\n ->limit($count)\n ->get();\n\n $this->info(\"Dispatching {$activities->count()} VerifyActivityCrmTaskJob jobs\");\n\n foreach ($activities as $activity) {\n VerifyActivityCrmTaskJob::dispatch($activity->getId());\n }\n\n $this->info('Done.');\n }\n\n private function observeRateLimitCache(int $teamId = 2): void\n {\n $team = Team::find($teamId);\n $config = $team->getCrmConfiguration();\n $key = sprintf('hubspot:ratelimit:portal:%d', $config->getId());\n\n $value = Redis::get($key);\n $ttl = Redis::ttl($key);\n\n $this->info(\"Redis key: {$key}\");\n $this->info('Value: ' . ($value ?? '(empty)'));\n $this->info(\"TTL: {$ttl}s\");\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Console\\Commands;\n\nuse Carbon\\Carbon;\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Console\\Command;\nuse Illuminate\\Support\\Facades\\Redis;\nuse InvalidArgumentException;\nuse Jiminny\\Jobs\\AutomatedReports\\RequestGenerateAskJiminnyReportJob;\nuse Jiminny\\Jobs\\AutomatedReports\\SendReportMailJob;\nuse Jiminny\\Jobs\\Crm\\Delete\\VerifyActivityCrmTaskJob;\nuse Jiminny\\Jobs\\Crm\\MatchActivityCrmData;\nuse Jiminny\\Jobs\\JobDispatcherInterface;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\AutomatedReportsRepository;\nuse Jiminny\\Services\\Activity\\CrmOwnerResolver;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\UserPilot\\UserPilotClient;\n\n/**\n * Class JiminnyDebugCommand\n *\n * @package Jiminny\\Console\\Commands\n */\nclass JiminnyDebugCommand extends Command\n{\n public const string FREQUENCY_DAILY = 'daily';\n public const string FREQUENCY_WEEKLY = 'weekly';\n public const string FREQUENCY_MONTHLY = 'monthly';\n public const string FREQUENCY_QUARTERLY = 'quarterly';\n public const string FREQUENCY_ONE_OFF = 'one_off';\n protected $signature = 'jiminny:debug';\n\n public function handle(\n JobDispatcherInterface $jobDispatcher,\n AutomatedReportsService $automatedReportsService,\n AutomatedReportsRepository $automatedReportsRepository,\n UserPilotClient $userPilotClient\n ): void {\n // Choose ONE of the following to run, then comment out the others.\n // 1) Dispatch a storm of MatchActivityCrmData jobs against team 2\n $this->simulateMatchActivityStorm(teamId: 2, count: 100);\n\n // 2) Dispatch a storm of VerifyActivityCrmTaskJob jobs (simulates DeleteCrmEntityTrait fan-out)\n // $this->simulateVerifyTaskStorm(teamId: 2, count: 100);\n\n // 3) Inspect Redis circuit-breaker state for the team's HubSpot portal\n // $this->observeRateLimitCache(teamId: 2);\n\n // 4) Make 3 synchronous matchByName calls (foreground, hits API directly)\n // $this->rateLimit();\n exit(1);\n\n\n\n $report = AutomatedReport::find(71);\n $last = AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)\n ->whereDate('created_at', CarbonImmutable::now()->toDateString())\n ->latest()\n ->first();\n\n $this->info(\"Last: {$last->getId()}\");\n\n exit(1);\n\n $user = User::find(143);\n // $count = $automatedReportsRepository->countUserReports($user);\n // $this->info(\"Count: {$count}\");\n // $count = $automatedReportsRepository->countAllUserReports($user);\n // $this->info(\"All count: {$count}\");\n\n $payload = [\n 'report_type' => 'ask_jiminny',\n 'frequency' => 'weekly',\n ];\n $userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);\n\n exit(1);\n\n $now = Carbon::now()->subDay(1);\n $this->info(\"Now: {$now->toDateTimeString()}\");\n $weekStart = Carbon::getWeekStartsAt();\n $this->info(\"Now: {$weekStart}\");\n\n // $from = $now->copy()->previousWeekday()->startOfDay();\n // $to = $now->copy()->previousWeekday()->endOfDay();\n\n // $fromOld = $now->copy()->subWeeks(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subWeek()->startOfWeek();\n // $toNew = $now->copy()->subWeek()->endOfWeek();\n\n // $fromOld = $now->copy()->subMonths(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();\n // $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();\n\n $fromOld = $now->copy()->subMonths(3)->startOfDay();\n $toOld = $now->copy()->subDay()->endOfDay();\n $fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();\n $toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();\n\n $this->info(\"From old: {$fromOld->toDateTimeString()}\");\n $this->info(\"To old: {$toOld->toDateTimeString()}\");\n $this->info(\"From new: {$fromNew->toDateTimeString()}\");\n $this->info(\"To new: {$toNew->toDateTimeString()}\");\n\n exit(1);\n\n $report = AutomatedReport::find(71);\n\n $job = new RequestGenerateAskJiminnyReportJob($report->getUuid());\n $jobDispatcher->dispatch($job);\n\n exit(1);\n\n\n // $this->formatDate($jobDispatcher);\n // $this->sendMail($jobDispatcher, $automatedReportsService);\n // $this->crmService();\n\n $this->getPayload($automatedReportsService);\n\n exit(1);\n }\n\n\n\n private function crmService()\n {\n $activity = Activity::find(418141);\n\n $team = Team::find(19);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n $crmService->createTranscriptNotes($activity);\n }\n\n private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)\n {\n $reportUuid = '';\n // $report = $automatedReportsService->getReportResult($reportUuid);\n $report = AutomatedReportResult::find(275);\n $validRecipients = $automatedReportsService->getValidRecipientUsers(\n $report->getReport(),\n includeJiminny: true,\n );\n\n $recipient = $validRecipients[0];\n\n $fileName = $automatedReportsService->getReportFileName($report);\n $typeName = $report->getReport()->getCustomName()\n ?? $automatedReportsService->getReportTypeName($report);\n $teamsName = $automatedReportsService->getReportTeamsName($report);\n $periodName = $automatedReportsService->getReportPeriodName($report);\n $s3Path = $automatedReportsService->getMediaPath($report);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));\n\n $jobDispatcher->dispatch(\n new SendReportMailJob(\n reportUuid: $report->getUuid(),\n s3Path: $s3Path,\n recipientEmail: $recipient['email'],\n recipientName: $recipient['name'] ?? null,\n fileName: $fileName,\n typeName: $typeName,\n teamsName: $teamsName,\n periodName: $periodName,\n isAskJiminny: true,\n )\n );\n\n exit(1);\n }\n\n private function formatDate(JobDispatcherInterface $jobDispatcher): void\n {\n $customName = 'Custom report name';\n // $frequency = self::FREQUENCY_DAILY;\n // $frequency = self::FREQUENCY_WEEKLY;\n $frequency = self::FREQUENCY_MONTHLY;\n // $frequency = self::FREQUENCY_QUARTERLY;\n // $frequency = self::FREQUENCY_ONE_OFF;\n $period = $this->calculateFromAndToDatePeriod($frequency);\n $from = $period['fromDate'];\n $to = $period['toDate'];\n $periodName = $this->formatReportPeriodName($frequency, $from, $to);\n $filenameSuffix = null;\n\n if ($customName) {\n if ($filenameSuffix) {\n $customName .= \" {$filenameSuffix}\";\n }\n\n $result = $this->sanitizeFileName(\"{$customName} - {$periodName}\");\n }\n\n $this->info($result);\n }\n\n public function calculateFromAndToDatePeriod(\n string $frequency,\n ?Carbon $fromDate = null,\n ?Carbon $toDate = null\n ): array {\n if ($frequency === self::FREQUENCY_ONE_OFF) {\n return [\n 'fromDate' => $fromDate,\n 'toDate' => $toDate,\n ];\n }\n\n $now = Carbon::now();\n\n return match ($frequency) {\n self::FREQUENCY_DAILY => [\n 'fromDate' => $now->copy()->subDay()->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_WEEKLY => [\n 'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_MONTHLY => [\n 'fromDate' => $now->copy()->subMonths(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_QUARTERLY => [\n 'fromDate' => $now->copy()->subMonths(3)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n default => throw new InvalidArgumentException(\"Unsupported frequency: {$frequency}\"),\n };\n }\n\n private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string\n {\n $fromYear = $from->format('Y');\n $toYear = $to->format('Y');\n $differentYears = $fromYear !== $toYear;\n\n switch ($frequency) {\n case self::FREQUENCY_DAILY:\n return $from->format('j M Y');\n\n case self::FREQUENCY_QUARTERLY:\n // 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ\n $startMonth = $from->format('M');\n $endMonth = $to->copy()->subMonth();\n $endMonthName = $endMonth->format('M');\n $endMonthYear = $endMonth->format('Y');\n\n if ($differentYears) {\n return \"{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}\";\n }\n\n return \"{$startMonth} - {$endMonthName} {$toYear}\";\n\n case self::FREQUENCY_MONTHLY:\n // 'May 2025' - monthly reports are always within the same year\n return $from->format('M Y');\n\n case self::FREQUENCY_WEEKLY:\n // '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ\n $startDay = $from->format('j');\n $endDay = $to->format('j');\n $startMonth = $from->format('M');\n $endMonth = $to->format('M');\n\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n if ($startMonth !== $endMonth) {\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n return \"{$startDay} - {$endDay} {$endMonth} {$toYear}\";\n\n case self::FREQUENCY_ONE_OFF:\n // '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ\n $startDay = $from->format('j');\n $startMonth = $from->format('M');\n $endDay = $to->format('j');\n $endMonth = $to->format('M');\n\n // If same month and year, use a format like '2-31 May 2025'\n if ($startMonth === $endMonth && ! $differentYears) {\n return \"{$startDay} - {$endDay} {$startMonth} {$toYear}\";\n }\n\n // If different years, include both years\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n // Same year but different months\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n\n default:\n // Default format for unknown frequencies\n return $from->format('j M Y') . ' - ' . $to->format('j M Y');\n }\n }\n\n public function sanitizeFileName(string $fileName): string\n {\n return str_replace(['/', '\\\\'], '-', $fileName);\n }\n\n private function getPayload(AutomatedReportsService $automatedReportsService)\n {\n $reportResult = AutomatedReportResult::find(269);\n $automatedReport = $reportResult->getReport();\n $activityIds = [1,2,3];\n $payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(\n automatedReport: $automatedReport,\n reportResult: $reportResult,\n activityIds: $activityIds,\n );\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));\n }\n\n private function rateLimit()\n {\n $team = Team::find(2);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n for ($i = 0 ; $i < 3; $i++) {\n// if ($i % 25 === 0) {\n// $this->info(\"Syncing opportunity {$i}\");\n $this->info(\"Matching contact {$i}\");\n// }\n// $crmService->syncOpportunity('374720564');\n $crmService->matchByName('Robot');\n }\n }\n\n private function simulateMatchActivityStorm(int $teamId = 2, int $count = 100): void\n {\n $team = Team::find($teamId);\n $config = $team->getCrmConfiguration();\n\n $activities = Activity::query()\n ->where('crm_configuration_id', $config->getId())\n ->orderByDesc('id')\n ->limit($count)\n ->get();\n\n $this->info(\"Dispatching {$activities->count()} MatchActivityCrmData jobs (portal={$config->getId()})\");\n\n foreach ($activities as $activity) {\n MatchActivityCrmData::dispatch($activity->getId(), $config, true);\n }\n\n $this->info('Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.');\n }\n\n private function simulateVerifyTaskStorm(int $teamId = 2, int $count = 100): void\n {\n $activities = Activity::query()\n ->where('team_id', $teamId)\n ->whereNotNull('crm_provider_id')\n ->orderByDesc('id')\n ->limit($count)\n ->get();\n\n $this->info(\"Dispatching {$activities->count()} VerifyActivityCrmTaskJob jobs\");\n\n foreach ($activities as $activity) {\n VerifyActivityCrmTaskJob::dispatch($activity->getId());\n }\n\n $this->info('Done.');\n }\n\n private function observeRateLimitCache(int $teamId = 2): void\n {\n $team = Team::find($teamId);\n $config = $team->getCrmConfiguration();\n $key = sprintf('hubspot:ratelimit:portal:%d', $config->getId());\n\n $value = Redis::get($key);\n $ttl = Redis::ttl($key);\n\n $this->info(\"Redis key: {$key}\");\n $this->info('Value: ' . ($value ?? '(empty)'));\n $this->info(\"TTL: {$ttl}s\");\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"bounds":{"left":0.5994016,"top":0.074221864,"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":"AXButton","text":"Explain Plan","depth":4,"bounds":{"left":0.6080452,"top":0.074221864,"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":"AXButton","text":"Browse Query History","depth":4,"bounds":{"left":0.61901593,"top":0.074221864,"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":"AXButton","text":"View Parameters","depth":4,"bounds":{"left":0.62765956,"top":0.074221864,"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":"AXButton","text":"Open Query Execution Settings…","depth":4,"bounds":{"left":0.6363032,"top":0.074221864,"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":"AXButton","text":"In-Editor Results","depth":4,"bounds":{"left":0.64727396,"top":0.074221864,"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":"AXButton","text":"Tx: Auto","depth":4,"bounds":{"left":0.65824467,"top":0.074221864,"width":0.024268618,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"bounds":{"left":0.68484044,"top":0.074221864,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"bounds":{"left":0.69581115,"top":0.074221864,"width":0.029587766,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"bounds":{"left":0.9587766,"top":0.074221864,"width":0.02825798,"height":0.01915403},"on_screen":true,"role_description":"button","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":"6","depth":4,"bounds":{"left":0.94514626,"top":0.09896249,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.95511967,"top":0.09896249,"width":0.00731383,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"6","depth":4,"bounds":{"left":0.9644282,"top":0.09896249,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.9740692,"top":0.09736632,"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":0.09736632,"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":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","depth":4,"on_screen":true,"value":"# **************************** HS **************************************\n\nselect * from teams where id = 2; # 2\nselect * from features; # 2\nselect * from team_features where team_id = 2; # 2\nselect * from crm_configurations where id = 2; # 2\nselect * from users where team_id = 2; #\nselect * from playbooks where team_id = 2; # event 38\nselect * from playbook_categories where playbook_id = 38; #\n\nSELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;\nhttps://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624\n https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0\n\nSELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;\n# 609126 softphone tr. 11241\n\nSELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;\n# 608874 conference tr. 11226 crmId: 103422236596\n\nselect * from ai_prompts where transcription_id IN (11241, 11226);\nselect * from activity_summary_logs where activity_id = 608874;\n\nselect * from sidekick_settings;\nselect * from default_activity_types;\n\nselect * from crm_field_data where activity_id = 1223;\n\nselect * from crm_layouts where crm_configuration_id = 2;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);\nselect * from crm_fields where crm_configuration_id = 11 and object_type = 'event';\nSELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);\n\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;\nSELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u\n on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 2 and sa.provider = 'hubspot';\n\nselect * from social_accounts where id = 1499;\n\nselect * from opportunities where team_id = 2\nand crm_provider_id IN ('51317301383');\n\nselect * from contacts where id = 85;\n\nselect * from opportunities where team_id = 2 order by id desc;\nselect * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112\nselect * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112\nselect * from opportunity_contacts where opportunity_id = 5117;\nselect * from crm_field_data where object_id = 1365;\nSELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);\n\nselect * from features;\nselect * from team_features where team_id IN (1);\nselect * from team_features where feature_id IN (36);\n\nSHOW CREATE TABLE opportunity_contacts;\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';\n\n# $slug = 'HUBSPOT_WEBHOOK_SYNC';\n# $team = Jiminny\\Models\\Team::find(2);\n# $feature = Feature::query()->where('slug', $slug)->first();\n# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);\n\n# hubspot_webhook_metrics\n\nselect * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365\nSELECT * FROM opportunity_contacts WHERE opportunity_id = '414';\nSELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';\nselect * from contacts where id in (414, 464);\n\nselect * from activities where crm_configuration_id = 2;\n\nselect settings from crm_configurations where id = 11;\n\nselect * from teams; # 1, 2\nselect * from users;\nselect * from crm_configurations where id = 39;\nselect * from team_features where team_id = 2;\nselect * from features;\n# SELECT * FROM opportunities WHERE crm_configuration_id = 2\n# order by id desc;\n# and crm_provider_id = '49908861993';\n\n\nselect * from activity_providers where id IN (443, 202, 203, 227);\n\nselect * from activity_imports where id = 795889;\n\nselect c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id\nwhere c.provider = 'hubspot';\n\nselect * from crm_configurations crm JOIN teams t on crm.team_id = t.id\nwhere provider = 'hubspot';\nSELECT * FROM teams WHERE id = 31;\nSELECT * FROM users WHERE id = 257;\nSELECT * FROM opportunities WHERE team_id = 2;\n\nselect * from opportunity_contacts where opportunity_id = 5124;\nselect * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)\n\nselect * from activities where crm_configuration_id = 13;\n\nSELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141\n\n\nselect id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;\nSELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;\nSELECT * FROM contacts WHERE team_id = 2 order by id desc;\nselect * from opportunity_contacts where contact_id = 6223;\nSELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;\n\nselect * from crm_profiles where crm_configuration_id = 2;\n\nselect * from activities where account_id = 46;","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}]...
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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\Console\Commands;
use Carbon\Carbon;
use Carbon\CarbonImmutable;
use Illuminate\Console\Command;
use Illuminate\Support\Facades\Redis;
use InvalidArgumentException;
use Jiminny\Jobs\AutomatedReports\RequestGenerateAskJiminnyReportJob;
use Jiminny\Jobs\AutomatedReports\SendReportMailJob;
use Jiminny\Jobs\Crm\Delete\VerifyActivityCrmTaskJob;
use Jiminny\Jobs\Crm\MatchActivityCrmData;
use Jiminny\Jobs\JobDispatcherInterface;
use Jiminny\Models\Activity;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Repositories\AutomatedReportsRepository;
use Jiminny\Services\Activity\CrmOwnerResolver;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\UserPilot\UserPilotClient;
/**
* Class JiminnyDebugCommand
*
* @package Jiminny\Console\Commands
*/
class JiminnyDebugCommand extends Command
{
public const string FREQUENCY_DAILY = 'daily';
public const string FREQUENCY_WEEKLY = 'weekly';
public const string FREQUENCY_MONTHLY = 'monthly';
public const string FREQUENCY_QUARTERLY = 'quarterly';
public const string FREQUENCY_ONE_OFF = 'one_off';
protected $signature = 'jiminny:debug';
public function handle(
JobDispatcherInterface $jobDispatcher,
AutomatedReportsService $automatedReportsService,
AutomatedReportsRepository $automatedReportsRepository,
UserPilotClient $userPilotClient
): void {
// Choose ONE of the following to run, then comment out the others.
// 1) Dispatch a storm of MatchActivityCrmData jobs against team 2
$this->simulateMatchActivityStorm(teamId: 2, count: 100);
// 2) Dispatch a storm of VerifyActivityCrmTaskJob jobs (simulates DeleteCrmEntityTrait fan-out)
// $this->simulateVerifyTaskStorm(teamId: 2, count: 100);
// 3) Inspect Redis circuit-breaker state for the team's HubSpot portal
// $this->observeRateLimitCache(teamId: 2);
// 4) Make 3 synchronous matchByName calls (foreground, hits API directly)
// $this->rateLimit();
exit(1);
$report = AutomatedReport::find(71);
$last = AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)
->whereDate('created_at', CarbonImmutable::now()->toDateString())
->latest()
->first();
$this->info("Last: {$last->getId()}");
exit(1);
$user = User::find(143);
// $count = $automatedReportsRepository->countUserReports($user);
// $this->info("Count: {$count}");
// $count = $automatedReportsRepository->countAllUserReports($user);
// $this->info("All count: {$count}");
$payload = [
'report_type' => 'ask_jiminny',
'frequency' => 'weekly',
];
$userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);
exit(1);
$now = Carbon::now()->subDay(1);
$this->info("Now: {$now->toDateTimeString()}");
$weekStart = Carbon::getWeekStartsAt();
$this->info("Now: {$weekStart}");
// $from = $now->copy()->previousWeekday()->startOfDay();
// $to = $now->copy()->previousWeekday()->endOfDay();
// $fromOld = $now->copy()->subWeeks(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subWeek()->startOfWeek();
// $toNew = $now->copy()->subWeek()->endOfWeek();
// $fromOld = $now->copy()->subMonths(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();
// $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();
$fromOld = $now->copy()->subMonths(3)->startOfDay();
$toOld = $now->copy()->subDay()->endOfDay();
$fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();
$toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();
$this->info("From old: {$fromOld->toDateTimeString()}");
$this->info("To old: {$toOld->toDateTimeString()}");
$this->info("From new: {$fromNew->toDateTimeString()}");
$this->info("To new: {$toNew->toDateTimeString()}");
exit(1);
$report = AutomatedReport::find(71);
$job = new RequestGenerateAskJiminnyReportJob($report->getUuid());
$jobDispatcher->dispatch($job);
exit(1);
// $this->formatDate($jobDispatcher);
// $this->sendMail($jobDispatcher, $automatedReportsService);
// $this->crmService();
$this->getPayload($automatedReportsService);
exit(1);
}
private function crmService()
{
$activity = Activity::find(418141);
$team = Team::find(19);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
$crmService->createTranscriptNotes($activity);
}
private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)
{
$reportUuid = '';
// $report = $automatedReportsService->getReportResult($reportUuid);
$report = AutomatedReportResult::find(275);
$validRecipients = $automatedReportsService->getValidRecipientUsers(
$report->getReport(),
includeJiminny: true,
);
$recipient = $validRecipients[0];
$fileName = $automatedReportsService->getReportFileName($report);
$typeName = $report->getReport()->getCustomName()
?? $automatedReportsService->getReportTypeName($report);
$teamsName = $automatedReportsService->getReportTeamsName($report);
$periodName = $automatedReportsService->getReportPeriodName($report);
$s3Path = $automatedReportsService->getMediaPath($report);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));
$jobDispatcher->dispatch(
new SendReportMailJob(
reportUuid: $report->getUuid(),
s3Path: $s3Path,
recipientEmail: $recipient['email'],
recipientName: $recipient['name'] ?? null,
fileName: $fileName,
typeName: $typeName,
teamsName: $teamsName,
periodName: $periodName,
isAskJiminny: true,
)
);
exit(1);
}
private function formatDate(JobDispatcherInterface $jobDispatcher): void
{
$customName = 'Custom report name';
// $frequency = self::FREQUENCY_DAILY;
// $frequency = self::FREQUENCY_WEEKLY;
$frequency = self::FREQUENCY_MONTHLY;
// $frequency = self::FREQUENCY_QUARTERLY;
// $frequency = self::FREQUENCY_ONE_OFF;
$period = $this->calculateFromAndToDatePeriod($frequency);
$from = $period['fromDate'];
$to = $period['toDate'];
$periodName = $this->formatReportPeriodName($frequency, $from, $to);
$filenameSuffix = null;
if ($customName) {
if ($filenameSuffix) {
$customName .= " {$filenameSuffix}";
}
$result = $this->sanitizeFileName("{$customName} - {$periodName}");
}
$this->info($result);
}
public function calculateFromAndToDatePeriod(
string $frequency,
?Carbon $fromDate = null,
?Carbon $toDate = null
): array {
if ($frequency === self::FREQUENCY_ONE_OFF) {
return [
'fromDate' => $fromDate,
'toDate' => $toDate,
];
}
$now = Carbon::now();
return match ($frequency) {
self::FREQUENCY_DAILY => [
'fromDate' => $now->copy()->subDay()->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_WEEKLY => [
'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_MONTHLY => [
'fromDate' => $now->copy()->subMonths(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_QUARTERLY => [
'fromDate' => $now->copy()->subMonths(3)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
default => throw new InvalidArgumentException("Unsupported frequency: {$frequency}"),
};
}
private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string
{
$fromYear = $from->format('Y');
$toYear = $to->format('Y');
$differentYears = $fromYear !== $toYear;
switch ($frequency) {
case self::FREQUENCY_DAILY:
return $from->format('j M Y');
case self::FREQUENCY_QUARTERLY:
// 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ
$startMonth = $from->format('M');
$endMonth = $to->copy()->subMonth();
$endMonthName = $endMonth->format('M');
$endMonthYear = $endMonth->format('Y');
if ($differentYears) {
return "{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}";
}
return "{$startMonth} - {$endMonthName} {$toYear}";
case self::FREQUENCY_MONTHLY:
// 'May 2025' - monthly reports are always within the same year
return $from->format('M Y');
case self::FREQUENCY_WEEKLY:
// '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ
$startDay = $from->format('j');
$endDay = $to->format('j');
$startMonth = $from->format('M');
$endMonth = $to->format('M');
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
if ($startMonth !== $endMonth) {
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
}
return "{$startDay} - {$endDay} {$endMonth} {$toYear}";
case self::FREQUENCY_ONE_OFF:
// '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ
$startDay = $from->format('j');
$startMonth = $from->format('M');
$endDay = $to->format('j');
$endMonth = $to->format('M');
// If same month and year, use a format like '2-31 May 2025'
if ($startMonth === $endMonth && ! $differentYears) {
return "{$startDay} - {$endDay} {$startMonth} {$toYear}";
}
// If different years, include both years
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
// Same year but different months
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
default:
// Default format for unknown frequencies
return $from->format('j M Y') . ' - ' . $to->format('j M Y');
}
}
public function sanitizeFileName(string $fileName): string
{
return str_replace(['/', '\\'], '-', $fileName);
}
private function getPayload(AutomatedReportsService $automatedReportsService)
{
$reportResult = AutomatedReportResult::find(269);
$automatedReport = $reportResult->getReport();
$activityIds = [1,2,3];
$payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(
automatedReport: $automatedReport,
reportResult: $reportResult,
activityIds: $activityIds,
);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));
}
private function rateLimit()
{
$team = Team::find(2);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
for ($i = 0 ; $i < 3; $i++) {
// if ($i % 25 === 0) {
// $this->info("Syncing opportunity {$i}");
$this->info("Matching contact {$i}");
// }
// $crmService->syncOpportunity('374720564');
$crmService->matchByName('Robot');
}
}
private function simulateMatchActivityStorm(int $teamId = 2, int $count = 100): void
{
$team = Team::find($teamId);
$config = $team->getCrmConfiguration();
$activities = Activity::query()
->where('crm_configuration_id', $config->getId())
->orderByDesc('id')
->limit($count)
->get();
$this->info("Dispatching {$activities->count()} MatchActivityCrmData jobs (portal={$config->getId()})");
foreach ($activities as $activity) {
MatchActivityCrmData::dispatch($activity->getId(), $config, true);
}
$this->info('Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.');
}
private function simulateVerifyTaskStorm(int $teamId = 2, int $count = 100): void
{
$activities = Activity::query()
->where('team_id', $teamId)
->whereNotNull('crm_provider_id')
->orderByDesc('id')
->limit($count)
->get();
$this->info("Dispatching {$activities->count()} VerifyActivityCrmTaskJob jobs");
foreach ($activities as $activity) {
VerifyActivityCrmTaskJob::dispatch($activity->getId());
}
$this->info('Done.');
}
private function observeRateLimitCache(int $teamId = 2): void
{
$team = Team::find($teamId);
$config = $team->getCrmConfiguration();
$key = sprintf('hubspot:ratelimit:portal:%d', $config->getId());
$value = Redis::get($key);
$ttl = Redis::ttl($key);
$this->info("Redis key: {$key}");
$this->info('Value: ' . ($value ?? '(empty)'));
$this->info("TTL: {$ttl}s");
}
}
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# [PASSWORD_DOTS] HS [PASSWORD_DOTS]
select * from teams where id = 2; # 2
select * from features; # 2
select * from team_features where team_id = 2; # 2
select * from crm_configurations where id = 2; # 2
select * from users where team_id = 2; #
select * from playbooks where team_id = 2; # event 38
select * from playbook_categories where playbook_id = 38; #
SELECT * FROM activities WHERE crm_configuration_id = 2 and crm_provider_id is not null order by id desc;
https://app.hubspot.com/contacts/4392066/deal/16964514951/?engagement=96069102624
https://app.staging.jiminny.com/playback/d5df34dc-bd66-4ff5-a7b3-8d3be30322a0
SELECT * FROM activities WHERE uuid_to_bin('04fdcd0d-818f-4c53-92dc-6f18bc753ffd') = uuid;
# 609126 softphone tr. 11241
SELECT * FROM activities WHERE uuid_to_bin('6521bfcd-5a30-46e5-9f74-5440fd48befd') = uuid;
# 608874 conference tr. 11226 crmId: 103422236596
select * from ai_prompts where transcription_id IN (11241, 11226);
select * from activity_summary_logs where activity_id = 608874;
select * from sidekick_settings;
select * from default_activity_types;
select * from crm_field_data where activity_id = 1223;
select * from crm_layouts where crm_configuration_id = 2;
SELECT * FROM crm_layout_entities WHERE crm_layout_id IN (554);
select * from crm_fields where crm_configuration_id = 11 and object_type = 'event';
SELECT * FROM crm_field_values WHERE crm_field_id IN (1455,1450);
SELECT * FROM crm_field_data WHERE crm_layout_entity_id = 971;
SELECT * FROM crm_field_data WHERE crm_layout_entity_id IN (6494,6495,6496,6497,6498,6499);
SELECT
CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,
u.email,
sa.*,
t.owner_id FROM social_accounts sa
JOIN users u
on u.id = sa.sociable_id
JOIN teams t on t.id = u.team_id
WHERE u.team_id = 2 and sa.provider = 'hubspot';
select * from social_accounts where id = 1499;
select * from opportunities where team_id = 2
and crm_provider_id IN ('51317301383');
select * from contacts where id = 85;
select * from opportunities where team_id = 2 order by id desc;
select * from opportunities where team_id = 2 and crm_provider_id = '51317301383'; # 5112
select * from opportunities where team_id = 2 and crm_provider_id = '55976759904'; # 5112
select * from opportunity_contacts where opportunity_id = 5117;
select * from crm_field_data where object_id = 1365;
SELECT * FROM crm_fields WHERE id IN (1405, 1407, 1972, 2128);
select * from features;
select * from team_features where team_id IN (1);
select * from team_features where feature_id IN (36);
SHOW CREATE TABLE opportunity_contacts;
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '111751';
# $slug = 'HUBSPOT_WEBHOOK_SYNC';
# $team = Jiminny\Models\Team::find(2);
# $feature = Feature::query()->where('slug', $slug)->first();
# TeamFeature::query()->create(['feature_id' => $feature->getId(),'team_id' => $team->getId()]);
# hubspot_webhook_metrics
select * from opportunities where team_id = 2 and crm_provider_id IN ('374720564','14527423589','49908861993','50435771779'); # 1365
SELECT * FROM opportunity_contacts WHERE opportunity_id = '414';
SELECT * FROM opportunity_contacts WHERE crm_provider_id = '131501';
select * from contacts where id in (414, 464);
select * from activities where crm_configuration_id = 2;
select settings from crm_configurations where id = 11;
select * from teams; # 1, 2
select * from users;
select * from crm_configurations where id = 39;
select * from team_features where team_id = 2;
select * from features;
# SELECT * FROM opportunities WHERE crm_configuration_id = 2
# order by id desc;
# and crm_provider_id = '49908861993';
select * from activity_providers where id IN (443, 202, 203, 227);
select * from activity_imports where id = 795889;
select c.id, c.provider, c.settings, t.* from teams t join crm_configurations c on t.id = c.team_id
where c.provider = 'hubspot';
select * from crm_configurations crm JOIN teams t on crm.team_id = t.id
where provider = 'hubspot';
SELECT * FROM teams WHERE id = 31;
SELECT * FROM users WHERE id = 257;
SELECT * FROM opportunities WHERE team_id = 2;
select * from opportunity_contacts where opportunity_id = 5124;
select * from contacts where id IN (3850,3853,3851,4073,4140,4155,4480,4530,4623,5986,513,687,1806,1523,3613)
select * from activities where crm_configuration_id = 13;
SELECT * FROM activities WHERE uuid_to_bin('826619ce-ec8e-4e59-8467-a01f5f6ad71e') = uuid; # 418141
select id, team_id, crm_provider_id from crm_configurations where provider = 'hubspot' and crm_provider_id IS NOT NULL;
SELECT * FROM accounts WHERE team_id = 2 and crm_provider_id = '1212213464' order by id desc;
SELECT * FROM contacts WHERE team_id = 2 and account_id = 5189 order by id desc;
SELECT * FROM contacts WHERE team_id = 2 order by id desc;
select * from opportunity_contacts where contact_id = 6223;
SELECT * FROM opportunities WHERE team_id = 2 and account_id = 5189 order by id desc;
select * from crm_profiles where crm_configuration_id = 2;
select * from activities where account_id = 46;
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelplih§ Support Daily • in 1h 45 mDOCKERO ₴1DEV (docker)H82APP (-zsh)DEV (docker)X3-zshl84-zsh100%8• Mon 11 May 13:15:29181screenpipe"0 ₴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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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelplih§ Support Daily • in 1h 45 mDOCKERO ₴1DEV (docker)H82APP (-zsh)DEV (docker)X3-zshl84-zsh100%8• Mon 11 May 13:15:29181screenpipe"0 ₴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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